Consultation Page

If you’re looking for rounded, well-informed and trusted financial advice, a consultation at our cost with a member of the team at MBA Financial Strategists is the perfect place to start

At MBA Financial Strategists we pride ourselves on taking the time to get to know you and your financial goals in order to offer you advice that is tailored to your unique situation.

During your 45-60 minute initial consultation you and your Financial Planner will:

  • Discuss your current financial situation
  • Collect specific and relevant information to get a good understanding of your background
  • Identify exactly what you’re hoping to achieve
  • Discuss specifically which areas of financial advice you’re seeking
  • Outline the costs up front so you know exactly what your expenses will be

Click on the images below to find out more about each member of our team and book a consultation with them.

Financial Advisers

Mortgage and Debt Management

Client Service Specialists

​Your privacy is important to us and AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licensee and Australian Credit Licensee No. 232706, which is part of AMP. You may request access to your personal information at any time by calling us on (08) 8357 3999 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.