We’re not just your accountant or your financial adviser. We are your partners. A big part of our process is getting to know you, your needs and your goals so we can create the best possible outcome.
“Michael is truly like a member of our extended family. He is approachable and most importantly, likeable. We have been working with Michael and the MBA team for almost 10 years now and we can honestly say that our business finances have never been in a better position. Do yourself a favour and spend time with Michael. You won’t regret it.” – Chris and Fiona
“We have had an association with Chrissie and the MBA Team for a number of years. Since the beginning, Chrissie has always had our best interest at heart, and is always at the other end of an e-mail with any query great or small. We are very confident that all the advice given is always the right advice for our needs. Thanks Chrissie.” – Connie
“Chrissie has provided me with application forms for the Gov Heath Care Pension Card. She has provided and answered to my satisfaction all aspects of my investment and pension portfolios. She has explained how to navigate the website with ease and has a down to earth approach with me as my knowledge of investing is limited.” – Noel
“Although the enquiry was fairly straight forward, Alison showed initiative and willingness to assist. She was able to retrieve my PAYG statement, email it to me and the receipt of my declaration and submit it efficiently, courteously and with a ‘no problem’ attitude. This type of assistance is greatly appreciated and very refreshing. I enjoyed working with Alison via email and look forward to her further assistance when required.” – Myles
“Anthony is extremely helpful and responds quickly to any request. He shows a genuine concern for helping us manage our investments to the best possible advantage.” – Carol
“It is with pleasure that we provide a testimonial for Julie West, our accountant of 14 years. Experiences with The MBA Partnership over the past years have not only included great structure advice but also tax advisory outcomes. Julie uncomplicated the complex nature of trust and company structures and the benefits from a tax viewpoint as well as asset protection. I can honestly say this has resulted in us being in a much-improved financial position and we are now looking forward to a more comfortable retirement which was certainly not the case prior to consulting Julie. Julie’s genuine care for our financial future and diverse knowledge of her industry has given us every confidence in recommending her to family and friends.” – Belinda
“Anthony is very helpful and pleasant, and whenever we need assistance he makes himself available. He always explains everything clearly.” – Raymond and Kaye
“Steven and Alison have been exceptional. From the first enquiry, legal advice surrounding the setting up of a Discretionary Trust with Corporate Trustee, follow up, and our ongoing questions. They both have been very helpful and gave us advice that resulted in a successful outcome in a very quick and timely manner. I would highly recommend Steven and Alison and the team at The MBA Partnership to set you on the right path. Thank you to the whole team.” – Nathan and Kelley
“Sinead is a pleasure to deal with. We love speaking with her on the phone or via email. It is lovely knowing she is always there for us, no matter what we need.” – Leo and Wendy
If you are looking for efficiency and understanding in your accounting then MBA is the right place. We are very impressed working with Leah Holloway and Alison Ivanov – nothing is too much trouble! Leah and Alison coordinate extremely well together to meet all our accounting needs and they are PATIENT with us, which means a lot. One important aspect that stands out in their accurate work is their ability to communicate clearly and in a friendly manner. Thank you both for being on our team.– Berni and Mick
Traditionally, Australians autocorrect to wanting their accountant to ‘save’ them tax and generate a return annually. Working with an accounting firm to support your business and personal tax positions can be daunting and at times manifest uncertainty as it can seem all too big for many. Over the years through working with Shaun and the MBA team, we have learnt it is much more than looking to ‘save’ on that year’s income tax return. As our business and personal life developed, we needed our accounting firm to adapt with us and having an advisor who grew with us was important. Working with Shaun and his team continues to build confidence, trust, and assurances that our structures are correctly set up, our assets protected and our financial positions in great health year on year. Professionally we hold great regard for Shaun and the MBA team, the confidence we have in their business gives us incredible peace of mind to us. Having been with Shaun now for more than 10 years we have built an incredible level of trust, understanding and professional advice whenever required has helped my wife and I develop further and focus on the outcomes that are important to our growth. – Ash and Loz
What’s our Process?
Our dedicated team welcome a challenge! No matter your financial goals or your business needs we keep our process simple to achieve the best possible outcome.
In this initial consult, we will discover your needs and how we can help you get where you want to go. From there we will work with you to develop a strategy to set you up for success.
We are available for continued support. If you need something we’re only an email or a phone call away.
Sometimes plans change, and we also make sure that your strategy continues to suit you throughout each phase of your life. This is why we also help you stay on track or adjust your strategy as needed to ensure all boxes are being ticked.