MB+M - Shepparton, Victoria

Address: 120 Nixon St, Shepparton VIC 3630, Australia.
Phone: 358219177.
Website: mbmgroup.com.au
Specialties: Accountant, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.2/5.

📌 Location of MB+M

MB+M 120 Nixon St, Shepparton VIC 3630, Australia

☎️358219177

⏰ Open Hours of MB+M

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: Closed
Sunday: Closed

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MB+M Financial Advisory Services in Shepparton

MB+M stands as a prominent name in the financial advisory sector, specifically located in Shepparton, Victoria, Australia. Operating from their well-established office at 120 Nixon St, Shepparton VIC 3630, the firm has carved a reputation for providing comprehensive financial guidance to individuals and businesses. Their core expertise lies in two critical financial domains: professional accounting services and strategic financial consulting. This dual focus allows MB+M to cater to a wide spectrum of client needs, from meticulous tax compliance and financial record-keeping to long-term investment planning and retirement strategy development.

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Core Specialties: Accounting and Financial Consultation

Professional Accounting Services form the bedrock of MB+M's offerings. Clients benefit from their team's expertise in navigating the complexities of Australian tax laws, business finances, and personal financial management. This includes services like tax return preparation, ensuring clients meet their obligations accurately and efficiently, often maximizing deductions and minimizing liabilities. Bookkeeping services are also likely integral, maintaining organized financial records that provide a clear picture of financial health and are essential for informed decision-making and tax compliance.

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Financial Consulting extends beyond routine bookkeeping and tax filing. It encompasses strategic advice aimed at achieving clients' long-term financial goals. This can range from retirement planning and investment strategy formulation to managing superannuation, succession planning for businesses, and exploring avenues for financial growth. The firm aims to empower clients with knowledge and actionable strategies to secure their financial future.

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Business Location and Accessibility

MB+M's physical presence is located at 120 Nixon St, Shepparton VIC 3630, Australia. This strategic location places them within the Shepparton community, making their services accessible to local residents and businesses. For those seeking further information or wishing to engage their services, direct contact can be made via phone at 358219177, or by visiting their website at mbmgroup.com.au.

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In line with modern accessibility standards, MB+M has ensured their premises are welcoming to all individuals. The facility features a Wheelchair-accessible car park and a Wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring that physical access is not a barrier for anyone seeking their financial advice.

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Client Recommendations and Operational Best Practices

For a positive and productive engagement with MB+M, it is highly recommended to book an appointment. The firm suggests that appointments are recommended, indicating a preference for structured consultations that allow for in-depth discussion of complex financial matters. This approach ensures dedicated time and attention can be given to each client's unique circumstances and needs.

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Client feedback reflects consistently positive experiences with MB+M. The firm holds a significant presence on Google My Business with 10 reviews, showcasing their commitment to client service within the local community. These testimonials, while not cited individually, collectively indicate a strong track record. The average rating of 4.2/5 suggests a high level of client satisfaction. Many long-term clients praise the firm's experienced staff and the supportive guidance they received, which played a crucial role in managing their finances effectively, contributing significantly to their financial security and enabling a comfortable retirement. The MB+M team is noted for their expertise, trustworthiness, and the development of personalized financial solutions. Furthermore, the introduction of online portals for monitoring finances and storing important documents has been appreciated by clients, enhancing convenience and accessibility to their financial information.

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The positive client reviews serve as social proof of the firm's capabilities and the tangible benefits clients derive from their financial advisory services. The emphasis on experienced personnel and tailored advice aligns with the expectations of individuals and businesses seeking reliable financial partners in Shepparton and the surrounding areas.

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"summary": "MB+M provides professional accounting and financial consulting services in Shepparton, offering expertise in tax, investments, and retirement planning.",
"keywords": ["Accountant", "Financial Consultant", "Shepparton", "Australia", "Financial Advice", "Tax Specialist", "Retirement Planning", "Business Accounting"],
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👍 Reviews of MB+M

Lawrence S.

5/5

We have been a longtime customer of MB+M both with Taxation and Investment advice.Their support and experienced staff have guided us through managing our finances and due to their expertise and experience we are now retired and living a comfortable life without financial worries. MB+M continue to monitor and support our investments and through their online portal we are able to monitor our finances and store all our important documents online to ensure easy access whenever we need them. We trust their advice and expertise and recommend MB+M for all your financial and investment needs.

Sue K.

5/5

Our account manager Anthony has been fantastic. He has help with all our taxation and business issues and more recently dairy farm exit plans. Myles has been great with his advise helping with securing our future post business. MBM Group are truly professionals in taxation and financial planning. We can highly recommend their services.

Ian G.

5/5

When single touch payroll became the way to record wages Natalie encouraged me to change the accounting package I had traditionally used for 20years. It was a revelation, but more than that, Natalie and her supporting staff made the transition seamless and easy. She has continued to be a delight to work with. So if you want a painless accounting experience consider MB+M

Emma D.

5/5

Could not speak more highly of MB&M!
The staff are extremely professional, kind and patient.
My husband is self employed and MB&M are consistently helping him keep on track with all bookkeeping and accounting aspects of the business.
Exceptionally high quality service!

Greg W.

5/5

I have been using MB+M for over 10 years and have been very impressed by the level of service I received. Having bought and disposed of property, set up a SMSF and invested in mutual funds, the firm helped me all the way. Have no qualms in recommending MB+M

Peter B.

1/5

MBM Communication is appalling and you get charged for every phone call, inquiry or meeting. MBM can not be bothered replying to emails in a timely manner. MBM keeps raising the costs of services and subscriptions but MBM is the only one getting rich. They insisted that I use their preferred and most expensive software and refused to provide tax documents until I put an app on my phone!

Bev H.

5/5

Very happy with the service we get from MB+M, both with our accounting and financial matters. Nothing is too hard, and our requests are always dealt with in a very timely manner, by very happy and friendly staff.

Vicki S.

5/5

Thanks Lori, for urging us to change to Xero. It has saved me a huge amount of time in the office. Your advice is invaluable. Vicki Stephens