MBA Wealth Solutions

MBA Wealth Solutions MBA is the largest Financial Planning Firm in Bathurst. We Exist to Make Your Future a Success.

Merry Christmas and Happy New Year from the team at MBA! ๐ŸŽ„
15/12/2025

Merry Christmas and Happy New Year from the team at MBA! ๐ŸŽ„

โ˜•๏ธ๐Ÿ’› We came together for Australiaโ€™s Biggest Morning Tea to raise vital funds for Cancer Council. A heartfelt thank you ...
20/05/2025

โ˜•๏ธ๐Ÿ’› We came together for Australiaโ€™s Biggest Morning Tea to raise vital funds for Cancer Council. A heartfelt thank you to our amazing team for their support - and to everyone helping make a difference!

If youโ€™d like to contribute, you can donate here: https://www.biggestmorningtea.com.au//fundraisers/LizHorak/

Weโ€™re excited to announce that MBA Wealth Solutions has been awarded the Slipstream Transformation Excellence Award! Thi...
26/03/2025

Weโ€™re excited to announce that MBA Wealth Solutions has been awarded the Slipstream Transformation Excellence Award! This prestigious award is a testament to the exceptional dedication, innovation and hard work of our team.

A huge thank you to our amazing team, clients and supporters for making this achievement possible. Hereโ€™s to many more successes ahead!

Heading to the Bathurst Winter Festival? Make sure to stop by Russell Street and check out our window display! โœจ Our tea...
11/07/2024

Heading to the Bathurst Winter Festival? Make sure to stop by Russell Street and check out our window display! โœจ Our team had a lot of fun putting it together ๐Ÿ˜

Wishing a very happy birthday to Steve, the newest addition to the MBA team! ๐Ÿฅณ๐ŸŽ‚
01/07/2024

Wishing a very happy birthday to Steve, the newest addition to the MBA team! ๐Ÿฅณ๐ŸŽ‚

๐Ÿฐโ˜•๏ธ Today, we came together as a team for our very own Biggest Morning Tea! Not only did we enjoy delicious snacks, but ...
22/05/2024

๐Ÿฐโ˜•๏ธ Today, we came together as a team for our very own Biggest Morning Tea! Not only did we enjoy delicious snacks, but we also raised funds for cancer research. ๐ŸŒŸ๐Ÿ‘

๐Ÿ“ข Don't miss out on the latest economic insights! Read our blog covering the impacts of the 2024 Federal Budget. From ta...
15/05/2024

๐Ÿ“ข Don't miss out on the latest economic insights! Read our blog covering the impacts of the 2024 Federal Budget. From tax relief to social security updates, stay informed about the changes affecting your finances. Click the link to read now.

The Budget is aimed at trying to lower inflation in the near term but supporting Government. Priorities include formally launching a โ€œFuture Made in

๐ŸŽ‰ Happy Birthday (for Saturday) to one of our amazing Directors and Financial Planners! ๐ŸŽ‚ Your leadership and financial ...
29/04/2024

๐ŸŽ‰ Happy Birthday (for Saturday) to one of our amazing Directors and Financial Planners! ๐ŸŽ‚ Your leadership and financial expertise are invaluable to us. Here's to a day filled with joy and celebration! ๐ŸŽˆ๐ŸŽ‰

Today, we honour the bravery and sacrifice of those who served and continue to serve our nations. Lest we forget.   ๐ŸŒบ Ou...
24/04/2024

Today, we honour the bravery and sacrifice of those who served and continue to serve our nations. Lest we forget. ๐ŸŒบ

Our office will be closed Thursday, April 25th, as we pay our respects. We will reopen on Friday, April 26th.

20/03/2024

๐Ÿ“Š Update: Yesterday the Reserve Bank of Australia held steady on the cash rate at 4.35%, reflecting a balanced outlook despite economic fluctuations. Economists suggest rate cuts in 2024 are unlikely due to moderate inflation and stable employment. Stay informed! ๐Ÿ’ผ๐Ÿ“ˆ

๐Ÿ“ˆ Dive into our latest blog post on "Investing Mistakes to Avoid"! Learn how to navigate the complex world of investment...
18/03/2024

๐Ÿ“ˆ Dive into our latest blog post on "Investing Mistakes to Avoid"! Learn how to navigate the complex world of investments and build a robust portfolio. From chasing trends to emotional decision-making, we uncover common pitfalls and provide valuable insights to help you succeed. Don't miss out on maximising your investment potential.

Ready to turn these insights into action? Contact MBA Wealth Solutions today for personalised financial advice tailored to your needs. Reach out now to schedule a consultation and take control of your financial future! ๐Ÿ“Š๐Ÿ’ผโœจ

Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the โ€˜next big thingโ€™. Itโ€™s all

A big congratulations to Rebekah for completing her probation period with flying colours. Welcome to the team officially...
08/02/2024

A big congratulations to Rebekah for completing her probation period with flying colours. Welcome to the team officially Rebekah, we are delighted to have you! โญ๐Ÿคฉ

Address

195 Russell Street
Bathurst, NSW
2795

Opening Hours

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

Telephone

+61263311192

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