Financial planning is about more than money — it’s about clarity, confidence and building the future you want for yourself, your family and your business.
At MBC Wealth, we provide personalised financial advice that helps you make informed decisions today, so you can enjoy greater freedom tomorrow. Backed by our partnership with Count Financial, one of Australia’s leading financial advice networks, we offer the expertise, compliance and support to guide you through every stage of your financial journey.
We get it; your financial journey is as unique as you are. That’s why our experienced team at MBC Wealth, in partnership with Count Financial, crafts personalized financial plans that resonate with your aspirations. Whether you’re a young professional, a farming family, or approaching retirement, we’re here to make your financial dreams a reality.
As you approach retirement, it’s essential to look beyond just the numbers. The first step in our comprehensive financial planning process is to delve deep into understanding what truly matters to you. Is it traveling the world post-retirement, leaving a legacy for your children and grandchildren, or maybe pursuing a long-delayed passion project? By focusing on your life’s priorities, we can craft a financial strategy that isn’t just about saving money, but about optimizing tax strategies, guiding investment decisions, and ultimately creating wealth that aligns with your dreams and aspirations.
Once we have clarity on what’s important to you, the next step is to establish both short-term and long-term financial goals. This isn’t about vague aspirations but concrete targets. Every goal we set will be Specific (clearly defined), Measurable (quantifiable), Attainable (realistic given your resources and time frame), Relevant (aligned with your personal priorities), and Time-bound (with a clear deadline or timeline). This SMART framework acts as a roadmap, guiding every financial decision you make. Whether it’s deciding on an investment opportunity or contemplating a large purchase, you’ll be equipped to make choices that move you closer to your retirement aspirations.
Having a plan is just the beginning; the real magic happens in its execution. To ensure that your financial journey stays on track, it’s crucial to develop a habit of tracking your expenses and regularly reviewing your financial progress. Just like a ship’s captain frequently checks his compass, you should assess your financial position to ensure you’re moving in the desired direction. And life, as we know, is full of surprises. Markets might fluctuate, unexpected expenses might arise, or personal situations might change. By regularly reviewing and adjusting your plan, you can adapt to these changes. Moreover, by maintaining financial discipline – which includes curbing unnecessary expenses, focusing on debt reduction, and prioritizing savings – you can significantly enhance your wealth creation potential, ensuring a comfortable and fulfilling retirement.
Handing over the family farm is a big step — and it can be complicated. It’s about more than money or land; it’s about family, relationships and the future of something you’ve worked hard to build. At MBC Wealth, we help you put a fair and practical plan in place, so everyone knows where they stand. We’ll guide you through the financial side and work with your solicitor and other advisers to make sure the transition is smooth, clear and future-ready.
Retirement isn’t the end of the road — it’s the start of a new chapter. Whether you’re years away or already thinking about winding back, the right plan can give you freedom and peace of mind. At MBC Wealth, we’ll help you get clear on what retirement looks like for you, make the most of your super and investments, and set up your finances to support the lifestyle you want. With us in your corner, you’ll know what’s possible — and how to get there.
Wealth creation is really about choice. The more you build now, the more options you’ll have later. At MBC Wealth, we’ll help you make the most of your income and investments while you’re working, so you can set yourself up for the future you want. From getting your business structure right to taking control of your super, we’ll make sure your money is working as hard as you are — and moving you closer to your goals.
Running your own super fund gives you more control — but it also means more responsibility. At MBC Wealth, we take the hard work out of it. From setting up your fund and staying on top of compliance, to helping you shape a smart investment strategy, we’re here to make managing an SMSF straightforward.
Ready to take the first step towards financial freedom? We’re here to guide you every step of the way. Connect with us today to schedule a consultation and set sail towards a prosperous future.
When you’re passionate about what you do, you need people who are passionate about what we do.
Our packages are designed so that you can choose how much or how little assistance you want along the way.
Pomona Thompsons
MBC is a progressive financial services company with a big vision and with kind and capable employees. It’s been a pleasure working with Ben and Simon and the team. I’d personally recommend their services to any of my clients.
Alicia Hendy
I have been with MBC Accountants in Orange for over a decade and love the way they treat me with kindness and respect at every turn. They my are absolute trusted advisors when it comes to managing the finances of my sole-trader business. I couldn’t do it without them!
Georgia Lush
Fiona and the team at MBC Co have been helping my business for many years with their booking services. Their advice and attention to detail has been paramount to the success of running my business. I would highly recommend them; good value, always helpful and punctual.
Cassie Gates
MBC have looked after us since we started our business just over 3 years ago, they provided us a package to get us on the right programs initially and now look after our bookkeeping and Taxes, the team are great and always willing to help with any queries or questions we may have. Highly recommend.
Mick Whiting
Erin at MBC inspires confidence and contentment with all matters financial because of her wide knowledge, easy, clear communication, professionalism, diligence and the way she takes a personal interest in her clients. 100/100
David Gray
Excellent small business and personal accounting services. Great communicators
Andrew Litchfield
We couldn’t be happier with MBC’s services! We recently switched to them and almost 3 months in and we are blown away with the communication, willingness to help and advice offered. We appreciate the work they put into setting us up better and helping sort out our accounting that was previously a bit messy. Highly recommend the staff at MBC!
Daniel Nicholson
Our Company, Colemans Equipment Pty Ltd, has been working with MBC for the past 6 + years. Since working very closely with Ben Wright and his team we have benefited greatly from their dedicated service and knowledge of the vast business world in which we all work and navigate. From the time we started working with the MBC team we have built a better understanding of not only the accounting practice needed to run a small to medium-sized business, but also working on goal setting and planning for our business, and how to run the business with more confidence.
Mark Coleman
We have been utilising the bookkeeping services of our accountant for 22 years. We run two busy hospitality venues.They do a superb job and are immediately responsive to any of our inquiries. The streamlined software that they use is really efficient and has made doing business a lot easier. The team are friendly, professional, helpful and knowledgeable and we would recommend them to any other potential clients.
Simonn Hawke
MBC provide an excellent book-keeping service to an overseas client of ours that has a significant investment in Australian agriculture. The service allows us to focus on financial management, profit and decision making, confident the important book-keeping and taxation function is in competent and safe hands. The service is delivered by Fiona and her team, on time and with care, and is an essential component of the overall management service we provide to our client. I highly recommend it to anyone in business
Richard Cummins
MBC Bookkeeping has taken away the stress and panic of BAS due dates and I can now use those days doing much more enjoyable activities. Any queries are handled by phone and email and I can now just deliver the relevant material when it’s ready. I feel so relieved. Everything is handled appropriately and privately and without issue.
If you have the time, skill, energy and love doing your own bookkeeping then keep doing it – if not MBC provides an excellent service with NO stress.
Kathy McRae
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Our Offices
MBC Wealth is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
