Services

Financial Planning

Welcome to MBC Wealth: Your Trusted Financial Partner in the Central West of NSW

At MBC Wealth, we believe in the power of financial planning to transform lives. Nestled in the heart of Central West NSW and partnering with Count Financial Ltd, our aim is to change the way people in Regional NSW and Australia wide access Financial Services. MBC Wealth is the solution to one of your biggest life challenges – retirement. We help develop a strategy to take away the stress, emotion, and angst from one of the biggest changes you’ll go through in your lifetime.

Tailored Financial Solutions: As Unique As You

We get it; your financial journey is as unique as you are. That’s why our experienced team at MBC Wealth, in partnership with Count Financial, crafts personalized financial plans that resonate with your aspirations. Whether you’re a young professional, a farming family, or approaching retirement, we’re here to make your financial dreams a reality.

Our team works through the following processes to build out your unique financial plan.

  • Understanding Your Priorities: As you approach retirement, it’s essential to look beyond just the numbers. The first step in our comprehensive financial planning process is to delve deep into understanding what truly matters to you. Is it traveling the world post-retirement, leaving a legacy for your children and grandchildren, or maybe pursuing a long-delayed passion project? By focusing on your life’s priorities, we can craft a financial strategy that isn’t just about saving money, but about optimizing tax strategies, guiding investment decisions, and ultimately creating wealth that aligns with your dreams and aspirations.
  • Setting SMART Goals: Once we have clarity on what’s important to you, the next step is to establish both short-term and long-term financial goals. This isn’t about vague aspirations but concrete targets. Every goal we set will be Specific (clearly defined), Measurable (quantifiable), Attainable (realistic given your resources and time frame), Relevant (aligned with your personal priorities), and Time-bound (with a clear deadline or timeline). This SMART framework acts as a roadmap, guiding every financial decision you make. Whether it’s deciding on an investment opportunity or contemplating a large purchase, you’ll be equipped to make choices that move you closer to your retirement aspirations.
  • Regular Monitoring & Discipline: Having a plan is just the beginning; the real magic happens in its execution. To ensure that your financial journey stays on track, it’s crucial to develop a habit of tracking your expenses and regularly reviewing your financial progress. Just like a ship’s captain frequently checks his compass, you should assess your financial position to ensure you’re moving in the desired direction. And life, as we know, is full of surprises. Markets might fluctuate, unexpected expenses might arise, or personal situations might change. By regularly reviewing and adjusting your plan, you can adapt to these changes. Moreover, by maintaining financial discipline – which includes curbing unnecessary expenses, focusing on debt reduction, and prioritizing savings – you can significantly enhance your wealth creation potential, ensuring a comfortable and fulfilling retirement.

Succession Planning for Farming Families: Building your family legacy

We understand the blood, sweat, and tears that go into building a family farm. It’s not just a business; it’s a legacy. Our specialized succession planning ensures a smooth transition for farming families, safeguarding the future of the land and business you hold dear.

Retirement Planning: Retire in the style of your choosing

What do you envisage for your retirement? Whatever your vision, our mission is to turn that into reality. As financial planning experts, our retirement planning solutions aim to provide you with the assurance that your financial future is in capable hands. We want to see you reward yourself for your years of hard work with the retirement lifestyle you want. During our time working together, we will meet with you regularly to track your progress and update plans as circumstances change.

Wealth Creation: Secure your future with confidence

Envision your wealth as an expanding portfolio. With the appropriate investments, astute management, and well-timed decisions, it can significantly grow. At MBC Wealth, we aim to build fruitful relationships with clients helping them navigate the wealth creation period in their career. Our bespoke wealth enhancement strategies are meticulously designed to augment your financial portfolio and secure a prosperous future. We seek to make the most of your income whilst you are still working, so that you can retire when and how you choose. This includes getting your business into shape with guidance on structure, insurance and succession planning. We also seek to help you take control of your investments with SMSF establishment and appropriate investment management.

Self-Managed Super Funds: Control your investment future via your own SMSF

For those who like to be in the driver’s seat, self-managed super funds (SMSFs) are an exciting avenue. Our SMSF experts will equip you with the tools and knowledge to make informed investment decisions, aligning with your long-term goals.

Embark on Your Financial Journey with MBC Wealth

Ready to take the first step towards financial freedom? We’re here to guide you every step of the way. Connect with us today to schedule a consultation and set sail towards a prosperous future.


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Donna Carlson

MBC's book-keeping services are nothing short of wonderful for me and my small business. They are always timely, attentive to detail and to my individual needs. Have been fabulous for payroll, keeping track of tax and all aspects of money management. Would highly recommend for any business owner or sole trader needing their financials managed to a fantastic standard!

Richard Cummins

MBC provide an excellent book-keeping service to an overseas client of ours that has a significant investment in Australian agriculture. The service allows us to focus on financial management, profit and decision making, confident the important book-keeping and taxation function is in competent and safe hands. The service is delivered by Fiona and her team, on time and with care, and is an essential component of the overall management service we provide to our client. I highly recommend it to anyone in business

Chad Rapsey

The team at MBC Group Services are fantastic. Great to work with. Always looking for options to add value and service is very professional. I would highly recommend.

Sonia Battye

Working with the team at MBC has been a fantastic experience. The team are highly professional and engaged. They bring new and inspiring ideas to the table, creating amazing results!

Alicia Hendy

Director - Hendy HR

MBC is a progressive financial services company with a big vision and with kind and capable employees. It's been a pleasure working with Ben and Simon and the team. I'd personally recommend their services to any of my clients.

Lindsay and Liz Ausling

MBC have been our Accountants and Book keeping service for around 5 years. The staff are amazing, always go above and beyond to answer our questions and action anything we send their way. We have absolutely no problem recommending MBC for any accounting or book keeping.

Jeremy Frew

MBC provide very strong service to their customers, including us. Working with them for 6 years, since I commenced my current role has been exceptional. Provide a good balance of both tax and commercial accounting advice, quick and accurate monthly reports and much more. Thanks Ben, Simon and the Team.

Mark Coleman

Director, Colemans Equipment Pty Ltd

Our Company, Colemans Equipment Pty Ltd, has been working with MBC for the past 6 + years. Since working very closely with Ben Wright and his team we have benefited greatly from their dedicated service and knowledge of the vast business world in which we all work and navigate. From the time we started working with the MBC team we have built a better understanding of not only the accounting practice needed to run a small to medium-sized business, but also working on goal setting and planning for our business, and how to run the business with more confidence.

Kathy McRae

MBC takes the stress out of bookkeeping

MBC Bookkeeping has taken away the stress and panic of BAS due dates and I can now use those days doing much more enjoyable activities. Any queries are handled by phone and email and I can now just deliver the relevant material when it’s ready. I feel so relieved. Everything is handled appropriately and privately and without issue. If you have the time, skill, energy and love doing your own bookkeeping then keep doing it – if not MBC provides an excellent service with NO stress.