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Powers of Attorney – Guardianship Issues
04/12/19

Powers of Attorney – Guardianship Issues

MB+M is always looking to partner with other professionals who have the expertise to ensure we are meeting our clients’ needs.  Irongroup is one of those that we work with, along with other legal firms to ensure we match the client need with the expertise required.  Below is their recent article outlining some great scenarios that you might find yourself with guardianship.  If you are interested in finding out more, please contact your adviser at MB+M who can tell you more.

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Transitioning to Retirement: Have Your Cake and Eat It
03/12/19

Transitioning to Retirement: Have Your Cake and Eat It

Are you thinking about retiring but not ready to give up work completely? Benefits of a transition to a retirement pension A transition to retirement pension (TTR) scheme provides you with the ability to withdraw from your super without having to give up work. So, essentially you can reduce your working hours while taking home the same income[1]. And the benefits don’t end here. Depending on your super, some money you withdraw as a TTR pension may be tax free.

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Executor pitfalls – Considerations
24/11/19

Executor pitfalls – Considerations

MB+M is always looking to partner with other professionals who have the expertise to ensure we are meeting our clients’ needs.  Irongroup is one of those that we work with, along with other legal firms to ensure we match the client need with the expertise required.  Below is their recent article outlining some great scenarios executors might find themselves in.  If you are interested in finding out more, please contact your adviser at MB+M who can tell you more. Two Minu

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Advertising Your Business Online? Where Do You Start
15/11/19

Advertising Your Business Online? Where Do You Start

Well, the answer to that is two-fold. Before you start spending money online, make sure you have brushed up your ‘owned’ online media such as your website and social media channels – they are unique to your brand and you control them. So the first part of this blog is about the groundwork.  Let’s take a closer look. Optimize your Website for Search Engines Your site should be well designed and load quickly. Ideally, you’ll also have some persuasive proof in the form of testimon

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Getting Finance For Your Business? Where Do You Start?
10/11/19

Getting Finance For Your Business? Where Do You Start?

Getting finance the easiest way possible:   Most of the businesses we work with regularly bring up how difficult it can be to either get finance, or the volume of information they are required to provide in order to receive the finance.  Along with that comes the difficulty of a banking industry that has struggled to build and keep good relationships with its customers. MB+M recognised the difficulty of this situation and has a partnership with Nexus Partners, a finance referral sys

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Why trust is not something to be played with!!
06/11/19

Why trust is not something to be played with!!

  "If I trust someone to advise me on how to best invest money in my lifestyle, hopes and dreams associated with my wealth, one needs to know it is safe hands."    I’ve taken a bit of time to read some evidence in the Royal Commission into banks and insurance companies.  To say it has disturbed me, like many people, is a bit of an understatement.  However, I sadly have to say I’m not completely surprised. The one thing we know about humans is they behave in a way we drive

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03 5821 9177

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23 Nixon Street, Shepparton, Victoria 3630
(03) 5821 9177

OzPlan Financial Services Pty Ltd
Australian Financial Services Licence No. 221235

Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.