
MBT Financial Services provides a complete financial planning service which aims to help clients achieve their lifestyle goals. The focus is on the client, their needs and objectives. As a result of this we assist our clients make the right financial decisions, at the right time, throughout their lives.
Financial Planning and Insurance services are provided by ComCorp Financial Advice, AFS Licence No. 331367
Wealth creation
Insurance
Superannuation
Retirement planning
Redundancy
Estate planning
ComCorp Financial Advice Planners Dean Reeves (DFP) and Lynne Windmill is complemented by the entire professional team within the MBT Group.
As Authorised Representatives of ComCorp, Dean and Lynne offer quality financial planning services including:
• Wealth Creation Test
• Insurance
• Gearing
• Tax Effective Investing
• Superannuation and redundancy planning
• Retirement Strategies
• Estate Planning
• Portfolio Management and Monitoring
ComCorp Financial Advice can also assist with LifeTrack Planning, click on LifeTrack on our home page.