Find out what some of our many happy customers have to say about the financial advice they have received from the team at MBA Financial Strategists

“When I first came to Mark many years ago, I simply wanted to make sure that my future was going to be secure. I looked to him for professional advice to set me on the right path.

Our experience has been absolutely fantastic. Every bit of advice and suggestion he’s made, we have gone along with and felt confident about. We have always wanted to take a moderate and conservative approach with our finances – steady as she goes. Mark listened to our wishes over all these years and it has worked well, enabling us to make the most of a limited amount of Super. We certainly don’t have a million dollars like you often hear recommended and we are still doing very well.

I have been retired for ten years and we have been able to go on many trips overseas and within Australia. We keep wondering how all of this is possible with the limited amount of Super we had, and I think it comes down to the great advice we have received over the past 25 years.”

Bill, aged 68

“Around my 45th birthday, I started thinking to myself, ‘I better start thinking about protecting my future.’ I knew I had to do something going forward, and my wife had seen Mark make a presentation at her workplace and been impressed with him. She suggested that he would be a good person to go to about our finances.

Overall, my experience with MBA has been sensational. I was very skeptical at the beginning, not because of anything about MBA, but just because I think everyone was a bit skeptical at that time. But dealing with Mark, I have found him to be professional and trustworthy. I felt safe and secure. Immediately, I felt what I call “warm and fuzzy”. I have always felt like I was dealing with a professional company that knew their stuff.

I’ve experienced a wide range of benefits since implementing Mark’s advice. I have a portfolio now. We’ll have money when we retire, and it will be a very good retirement. I’ve had very good tax gains. But besides all that, I have become more aware of where my finances are and have a better all-around knowledge of where things are going. I’m not going from one year to the next thinking, “My finances are probably okay” – things are mapped out now and I am aware of my situation.

Everyone I have dealt with at MBA is friendly and helpful. If someone says, “I don’t have an answer but I will find out and ring you back”, they always do. From the receptionist offering me a coffee, to Mark being affable and easy to get along with, my experience with MBA has been very good.”

Martin Humpel, age 53

I initially wanted to see a planner to have a look at where I was at financially and what I needed to do to get to where I wanted to be in the future. You don’t want to get to retirement age and realise you don’t have enough money. I met Mark because he was looking after the Super accounts for the San Remo Macaroni Company, where I worked.

The experience of working with Mark and the MBA FS team has been good for me. He was able to point out options that made it easier to get to my goals, instead of just putting money into a bank account every month. They are not magicians, but they can employ strategies that give you the best return on your investments.

The benefits I have experienced are being able to have confidence and seeing my wealth grow. I am in a transitional phase where I am partially retired, and it’s been a big hurdle to stop earning money. I have put faith in Mark and the organisation and they have been able to assist me to achieve my goals.

Graham, age 62

What can I say? I have been with AMP since I was 16 years old and have been happy with their service all these years. I met Mark when my previous adviser retired, who had helped me when I started my business and bought some property when I was younger. I appreciate that Mark is proactive with my situation as I’ve gotten older, and will ring me up when he sees a way that I could be doing something better with my finances. The results I have been getting have been very good.

The honesty has been a real benefit. Everything is straight down the line, and I always know where I stand. I am a businessman myself so I know what honesty means and what it is worth.

James, age 63

I met Mark about fifteen years ago, when he was handling the superannuation accounts for the company where I worked. I was retiring, so I needed some professional advice. I have always found him to be very honest. What he has done for my retirement has been excellent. My Super has had improved returns, even during some of the darker financial times we have experienced. He is personable and friendly, and good at explaining things so they are easy to understand.

Nicholas, age 73

I first sought financial advice when I was moving back to Australia from the UK and needed advice on transfering my UK pension and setting up my superannuation here. I was introduced to Michael by a financial adviser in the UK. The conversations around super also led to some more advice around insurance.

I have been more than impressed with the service that Michael has provided me. I have been with him for over 12 years and he has been extremely professional and understanding. He is almost like a mate to me—he understands my family background and what we are trying to achieve.

I had a very unfortunate situation recently where my wife passed away. Ultimately the insurance policies we had put in place came to fruition. You don’t always think all the insurance is absolutely necessary—that it’s more for peace of mind—but it has proven to be a lifesaver for my children and I. Michael was a great help through the claims procedure and also in offering other advice as a result of our drastic change in circumstances.

Overall I have been extremely satisfied and I feel loyal to him. He is extremely professional and understanding, and provides a great service.

David, age 43

Michael is very professional and he explains things very well. He is always willing to answer our questions and is very easily contactable by phone and email, and he will even respond to texts if I need information urgently. He is very prompt to send out requested forms and Centrelink schedules. Since implementing Michael’s recommendations, we haven’t been losing as much in the share market as we would have been otherwise, since he advised us to diversify a bit more and get into bonds. Overall we are very happy. He is always friendly and makes us feel welcome.

Margaret, age 68

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.