MB+M is a leading financial services business dedicated to providing expert accounting, taxation, superannuation, financial planning, and more to individuals and businesses. With a team of specialist advisors and consultants, MB+M focuses on understanding clients’ needs to deliver tailored solutions for their financial goals. The company prides itself on genuinely caring about clients’ well-being, offering strategic expert accounting for sustainable success and a collaborative approach to shaping finances together.
Founded in 1946 with a commitment to excellence, MB+M has grown to become one of the largest specialist financial services businesses in the Goulburn and Murray Valleys. With over 40 team members and two offices in Shepparton and Numurkah, MB+M is dedicated to helping clients maximize returns, meet legal requirements, and achieve their financial aspirations. The company’s philosophy revolves around making clients’ lives easier by enhancing their wealth and business, while also providing valuable resources and a Circle of Excellence where financial wisdom fosters growth.
MB+M’s team of top specialist financial planners and investment experts operate under the banner of boutique financial advisory group, OzPlan Financial Services. By offering a full package of financial, insurance, and personal support services, MB+M ensures clients receive comprehensive assistance in areas such as business tax, wealth creation, and superannuation. With a focus on client satisfaction and success, MB+M is dedicated to helping individuals and businesses navigate the complexities of financial management to secure a prosperous future.