Hepworth & Co, now part of MB+M, is a renowned financial services business that prides itself on delivering exceptional service and advice to clients. With a team of expert advisors, consultants, and financial specialists, Hepworth & Co focuses on helping clients grow and sustain their businesses, wealth, and lifestyles. By joining forces with MB+M, Hepworth & Co brings a wealth of specialist knowledge and experience to the table, ensuring that clients receive top-notch guidance to achieve their financial goals.
Founded in 1946 with a humble staff of one, Hepworth & Co has grown to become one of the largest specialist financial services businesses in the Goulburn and Murray Valleys, with over 40 team members dedicated to serving clients in the region. The business operates under the banner of boutique financial advisory group, OzPlan Financial Services, offering a wide range of services including financial planning, investment advice, SMSF management, and more. Hepworth & Co’s commitment to providing tailored solutions and strategic choices to help clients secure a comfortable financial future sets them apart in the industry.
At Hepworth & Co, the philosophy revolves around shaping success together with clients by understanding their unique needs and goals. The team of advisors at Hepworth & Co, authorised representatives of OzPlan Financial Services Pty Ltd, are dedicated to guiding clients on the right path to boost savings, sustain retirement funds, and achieve financial security. With a focus on delivering personalized service and holistic financial advice, Hepworth & Co is committed to helping clients navigate the complexities of financial planning and wealth management with confidence.