MBA Wealth Solutions - Bathurst, New South Wales

MBAsolutions es una empresa especializada en servicios financieros que ofrece soluciones personalizadas para satisfacer las necesidades individuales de sus clientes. Con sede en Bathurst, Australia, esta empresa ha establecido una reputación sólida en la comunidad financiera local.

Información General

Address: 195 Russell St, Bathurst NSW 2795, Australia.

Phone: 263311192.

Website: mbawealthsolutions.com.au.

Especialidades

Financial planner

Otras características

Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.

Opiniones

This company has 33 reviews on Google My Business.

The average opinion is 4.8/5.

👍 Reviews of MBA Wealth Solutions

rose E.

5/5

Dustin Bartholomew and the team at MBA Wealth Solutions have assisted us for many years in our financial and retirement planning and we cannot recommend their services highly enough. Dustin is a patient, extremely knowledgeable , caring professional who listens to your needs and concerns and takes time to understand what you want to achieve long term. He communicates at a level that the lay person can understand and he has become an integral part of our financial future. We cannot recommend his services highly enough and have the utmost faith in his financial guidance which has been invaluable. He passes the good bloke test!

Peter J.

5/5

Having dealt with MBA Wealth Solutions for many years now I have no hesitation in recommending them to anyone seeking to position themselves for future wealth creation or retirement strategies. Dustin has been responsible for managing the financial assets since our retirement and my wife and I couldn’t be happier with the honest, very reliable and accurate information provided but more importantly, the positive outcomes achieved as a result of his diligence. Due to this we are confident to make financial decisions with “our eyes wide open”. The regular performance update meetings also provide the means for us to “tweak” our portfolios to ensure the performance and returns from them in these volatile markets and times. Thanks Dustin and thank you to the MBA team for your great service.

Peter M. M.

5/5

We’ve been dealing with Dustin Bartholomew at MBA for several years now, developing strategies to allow us to achieve an early retirement - strategies which have now come to fruition exactly as Dustin outlined they would. He has always respected our input and preferences for strategies, as well as offering assistance and advice on other financial matters. We could not recommend more highly his professionalism in wanting to assist us in achieving our goals, without simply wanting to sell “products”. Thanks Dustin.

E&R O.

5/5

We were recommended to MBA by our accountant. On our first visit we were suitably impressed with Dustin Bartholomew. We had been searching for a Financial Advisor that actually understood our current investments, was prepared to research what investments we had in place, before making comment. Asking us what our needs and wants were, not selling us products.
The team at MBA provided proven advice and strategies that has enabled us to retire free from financial stresses.
We have no hesitation in recommending the team at MBA for their professional services.

denis R.

5/5

Dustin and the MBA staff are leaders in their field. I cannot exude enough praise and gratitude for the wonderful help they have afforded me particularly in difficult time. I would recommend them without hesitation as a highly competent and caring team of professional advisers, whose client service is unsurpassed.

Vince D. F.

5/5

Our family have sought financial advice from the directors of MBA for many years. The quality of service has always been 1st class with strategies presented in an easy to understand manner. Our relationship with Dustin Bartholomew has resulted in us achieving a comfortable and stress free retirement. I would be happy to recommend MBA to family and friends seeking a competent and reliable financial planner.

Louise C.

5/5

We have been going to MBA Wealth Solutions for many years. The staff are extremely professional and very knowledgeable. They provide good sound advice and this advice has served us well over the years.
Not only do we use their service but many of our friends and now our children use them too. I would recommend and do recommend them to anyone who is looking for advice about their finances and futures.

Colin M.

5/5

Andrew has proven to be a very reliable and trustworthy advisor who has helped us greatly with not only our personal finances but also business and investment opportunities. We continue to enjoy the benefits of his and the MBA team’s advice and have recommended them to our family and friends.