Thursday 3 Apr 2025
Referral Services

5 good reasons for using MBA Financial Group


Advice

We personally discuss your financial needs with you so that we recommend the right level of life &
disability cover & the most suitable options for your investments and superannuation.

We offer you a review each year to help you stay on track.


Research

We have access to Research that rates insurers & fund managers so that we recommend high quality products.
Insurers are rated by their features & benefits & fund managers are rated by their
performance & fees. It is so important to have competitive products. 


Administration

We provide a central point for you to make any changes such as changing address, updating bank account details,
altering beneficiaries, adjusting levels of cover & making deposits or withdrawals.

Security

We have over 25 years experience in the financial services industry. We only deal with reputable Insurers &
Fund Managers & do not subject our clients to unnecessary risks.  We have a long term commitment to our
industry which means our clients can rely on our experience & our stable history. 


Education
We are fully qualified to provide professional advice & adhere to our industry's strict code of ethics.
We help you understand financial terms, how insurers work & how investment markets operate
so that together we can make the right financial decisions for you.