We’re not a typical accountancy firm. Our dedicated team of 40 experts
use knowledge, passion and experience to help grow your wealth and
improve your lifestyle.
MB+M: A Unique Experience
MB+M was founded in 1946 by Maxwell Brown, initially as an accountancy and taxation firm. Peter Mountjoy joined the company in 1957, giving rise to the name of MB+M.
From small beginnings, we’ve come a long way in 70 years, and now have over 40 team members with expertise across the field of finance. We cover all aspects of accountancy and business development to give our clients financial freedom, a secure future and peace of mind.
MB+M exists to make your life easier and to help your business and wealth thrive.
As a company, we have four core values in our work:
ACCOUNTABILITY: WE HOLD OURSELVES TO OUR COMMITMENTS, EVERY TIME
INNOVATION: WE’RE ALWAYS LOOKING FOR NEW AND BETTER WAYS OF WORKING
HONESTY & INTEGRITY: OUR CLIENT RELATIONSHIPS ARE BUILT ON TRUST
TRUST AND TEAMWORK: YOU GET THE BENEFIT OF OUR ENTIRE TEAM’S EXPERTISE
LEARN MORE ABOUT OUR TEAM OF DEDICATED EXPERTS
With us playing on your side, you’ll have complete peace of mind. Our clear and transparent service means you’re always in safe hands. Our team of expert advisors, consultants and financial specialists are working on your behalf to achieve your goals.
Tax Specialist &
Wealth Creation Director
Authorised Representative No: 268360. Greg is a tax specialist who loves finding answers to complex problems that give great tax outcomes for our clients. He is also a qualified financial planner who is driven to find the best financial pathways to achieving our clients goals.
Anna is a SMSF specialist who is passionate about helping MB+M clients grow their Super and other assets to meet their retirement goals. Anna also loves providing taxation and business advice to help business owners succeed and enjoy a satisfying work/life balance.
Natalie is the systematic and strategic force behind our Business Services Division. She delivers business consulting services to her own portfolio of clients as well as guiding and mentoring her team to build great relationships and boost clients’ success.
Rebecca is the lead strategist behind MB+M and her focus is to help staff and clients develop and follow a strategic plan for success. She is passionate about motivating people to work to their strengths while focusing on key activities that drive business results
with over 40 team members we make up one of
the largest specialist financial services businesses
in the Goulburn and Murray Valleys.
Sports and fitness enthusiast and Katandra's Cricket Club A grade captain. One of the best things about working at MB+M is the continual training and personal development opportunities provided.
I really like the people I get to work with and the opportunities I'm given to learn and grow through the work I do. I also play netball for Strathmerton and have two fur babies.
Appreciating silliness. Passionate about music and the Bombers, and rocking out with my local band "No Expectations". I love developing great relationships with my clients, and help them focus on what really matters.
Dedicated to finding the best outcomes for my clients. Have a passion for dealing with people. Love a good laugh, all things sport and a glass of red. Not a wordsmith, but pretty good with numbers.
I love spending time with my three gorgeous kids, supporting the bombers and great Thai food. I enjoy being able to constantly learn new things, especially since no client is ever the same.
I love organising and planning how to tackle certain tasks. I enjoy seeing results of hard work. I am a cheese enthusiast and I hope to travel the world one day!
I’m all about the data - I love number crunching and problem solving. I'm a wife, step mum, fur mum, numbers nerd and appreciator of delicious food. I live for the summer months of water skiing and fun in the sun. Red wine, good books and music help me survive the winters.
READY TO WORK WITH A TEAM WHO CAN TRANSFORM YOUR FINANCIAL FUTURE?
Take control today, and rest assured that
your SMSF is in safe hands with MB+M.
Your money, your investment, your decision.
We are located at
23 Nixon Street, Shepparton, Victoria 363003 5821 9177