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.
Compassionate, optimistic and fun. I like to dream big, work hard and make it happen.
Finding a slice of joy in a good spreadsheet. I am currently studying Commerce at Deakin University whilst gaining the opportunity to build my skills and knowledge at MB+M. I aim to provide the team with all-round support to make their job easier. I am also a passionate Tigers supporter.
IT and Marketing are my thing. Great people and great coffee at MB+M and really interesting work! What more can you want?
With a strong background in customer service and administration, I provide support to the greater team to deliver high quality service, support and documents to our clients. Outside office hours I like to visit family, spend money and all things food.
I'm the Accounts Receivable Queen around here. I like shopping, hanging with friends and family and playing with my sassy dog who is like me, a wee bit naughty!
Proactive Admin Assistant, dedicated to making the directors & managers lives easier. I have a passion for HR and recruitment. I enjoy a freshly picked piece of fruit off the family owned orchard tree, love hanging out with my family and appreciate a good Bombers game at the G!
Pop culture quiz buff, avid genealogists, up for an adventure, dog lover, dependable and honest.
Administration all-round Team Player. Most valued person at MB+M because I process the pays! Spend my spare time involved with the Mooroopna Football Netball Club.
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