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.
Mary Di Ramacca
I always give 100% to whatever I do, especially with my job here in Wealth Creation. Ensuring my clients are happy is a must. I love a good laugh and happiness means family time and Melbourne shopping trips.
Authorised Representative No. 1270940. Shepparton born-and-bred, superannuation and self-managed super funds are my main areas of interest. I'm passionate about helping clients get the best out of their SMSFs.
Wealth Coach, Mortgage and investment portfolio owner. Typically Millennial with a HECS Debt, love my job – reaching your goals, getting in control and building wealth, as well as frequently demolishing smashed avo or a wood fire pizza and smashing out a fitness sesh in spare time!
Authorised Representative No: 469825. I like to provide sound advice by working closely with clients to achieve their financial and lifestyle goals as they transition through life stages. I also have a keen interest in local football and cricket clubs, but more importantly I enjoy spending time w
Providing excellent service to each client is what I enjoy. I also love all things outdoors - whether it be netball, walking our dog or camping with my partner, Matt!
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