MBA Financial Strategists

MBA Financial Strategists At MBA Financial Strategists, we are committed to helping people reach their financial goals. This page contains information that is general in nature.

We are made up of a group of professional financial advisers in Adelaide who tailor personal financial advice to fit your circumstances Established in 1985, MBA Financial Strategists (MBA FS) is widely respected in the financial planning field, and have built a strong professional reputation for our depth of expertise, advisory skills and customer service. Our practice focus is on developing excel

lent working relationships with our valued clients, to provide complete, holistic financial planning advice, based on clients' individual needs and goals. We aim to assist you make the right financial decisions for your personal situation and circumstances. We are committed to providing personalised client service and professional, tailored financial advice. The practice has a team of financial planners to assist clients plan their financial future, they include Directors: Mark Borg CFP®, Darren James CFP® and Raimon Lewandowski CFP® along with, Brian Lynch CFP®, Tim Haysman, Peter Berresford, Darren Holst, Jayden Mitchell, Nick Munro and Laura Drost along with Mortgage Broker Todd Davies. MBA Financial Strategists Pty Ltd ABN 13 008 285 756 and Mark Borg, Darren James, Raimon Lewandowski, Brian Lynch, Tim Haysman, Peter Berresford, Darren Holst, Jayden Mitchell, Nick Munro and Laura Drost are authorised representative and credit representative of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No 232 706. Todd Davies is a credit representative of Akumin Financial Planning Pty Limited, Australian Credit Licence No 232 706. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decision based on this information. Please visit our website www.mbafs.com.au (link here) to find out more about our financial advice services in our latest Financial Services and Credit Guide (FSCG).

It's that EOFY time of year again..............
01/06/2026

It's that EOFY time of year again..............

Five easy ways to get more into your super fund before the end of the financial year.

When the market is volatile, prices can rise or fall a lot in a short time....
19/05/2026

When the market is volatile, prices can rise or fall a lot in a short time....

Volatility is how the return on an asset fluctuates over time. Learn more.

Retiring well means making a series of decisions to ensure a financially secure post-work life.....
11/05/2026

Retiring well means making a series of decisions to ensure a financially secure post-work life.....

Retiring well means making a series of decisions to ensure a financially secure post-work life. Learn more

Seven simple steps for beginners to start their wealth journey...
05/05/2026

Seven simple steps for beginners to start their wealth journey...

Seven simple steps for beginners to start their wealth journey outlined in this article. Learn more.

Does free shipping really exist? Retailers use subtle marketing strategies and psychological hacks to mask these costs.....
15/04/2026

Does free shipping really exist? Retailers use subtle marketing strategies and psychological hacks to mask these costs......

Stay updated with the latest financial insights and news. Learn more at MBA Financial Strategists.

How a salary sacrifice arrangement can be used to make voluntary super contributions.
13/04/2026

How a salary sacrifice arrangement can be used to make voluntary super contributions.

How a salary sacrifice arrangement can be used to make voluntary super contributions. Learn more.

Scam alert: Scammers impersonating banks in text messages, phone calls and emails
30/03/2026

Scam alert: Scammers impersonating banks in text messages, phone calls and emails

Stay updated with the latest financial insights and news. Learn more at MBA Financial Strategists.

Working on your career could be your best money move
26/03/2026

Working on your career could be your best money move

Stay updated with the latest financial insights and news. Learn more at MBA Financial Strategists.

Underinsurance: What it is and how to avoid it
23/03/2026

Underinsurance: What it is and how to avoid it

Stay updated with the latest financial insights and news. Learn more at MBA Financial Strategists.

Super tax shake up - superannuation tax rules are changing again and there are implications for those with very large ba...
23/03/2026

Super tax shake up - superannuation tax rules are changing again and there are implications for those with very large balances as well as those on lower incomes.

Stay updated with the latest financial insights and news. Learn more at MBA Financial Strategists.

Address

77 King William Road
Unley, SA
5061

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when MBA Financial Strategists posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to MBA Financial Strategists:

Shortcuts

Share

Category