MBA Wealth Solutions is the largest and most experienced financial planning firm in Bathurst, serving the Central West of NSW. With a comprehensive range of services including financial planning, investments, insurance, superannuation, retirement, estate planning, cash flow, and risk management, the firm offers a holistic approach to help clients achieve a fruitful and advantageous financial future. Unlike traditional financial planning firms, MBA Wealth Solutions prioritizes understanding individual needs and providing tailored support, allowing clients to focus on what matters most to them.
Established to assist individuals in growing their wealth and planning for retirement, MBA Wealth Solutions boasts a team of financial advisers with over 75 years of combined experience, making them the most experienced team in Bathurst. The firm operates under its own Australian Financial Services Licence, ensuring independence from product providers and enabling personalized recommendations that align with clients’ unique circumstances. Guided by core values of leadership, fairness, and professionalism, MBA Wealth Solutions is dedicated to working tirelessly for clients to secure a stable financial future and foster financial freedom.
Committed to providing quality, honest, and forward-thinking financial advice, MBA Wealth Solutions focuses on making clients feel respected, understood, and heard. Each adviser offers a distinct approach to financial planning and wealth management, yet the entire team delivers transparent and holistic advice to ensure optimal outcomes for clients. By offering free, no-obligation consultations, the firm encourages individuals in Bathurst and the wider Central West of NSW to take the first steps towards financial freedom and stability.