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Your Financial Planning Professionals.

MBA Wealth Solutions has been providing the highest quality financial planning advice to Bathurst, Orange, Lithgow, Oberon and the surrounding areas for over 30 years.

Established in 1987, MBA Wealth Solutions undertook a major re-branding and relocation in 2017.

Our expert knowledge, coupled with the work we do with other professionals, enables us to help you achieve what is important to you and to your family. We aim to transform the sophisticated and complex into understandable and achievable. That is, we aim to provide clarity to the financial planning process to instil control, focus and direction.

We offer a full range of services:

  • Financial Advice
  • Retirement Planning
  • Portfolio Review Services
  • Aged Care Advice
  • Personal Insurance
  • Investment Advice
  • Wealth Accumulation
  • Superannuation
  • Self Managed Superannuation Funds
  • Estate Planning
  • Debt Reduction Strategies
  • Stockbroking service
  • Home Loans/Lending
    (via MBA Mortgage Solutions)

To find out how MBA Wealth Solutions can help you grow, manage and protect your financial future, talk to us today. Call (02) 6331 1192.