MBA Wealth Solutions

We had not seen a financial adviser previously and Andrew Travis provided us a great service and good advice. This was very helpful to us and has made us much more comfortable about our financial future. Thank You.

We were recommended by our accountant to work with Andrew from MBA Wealth Solutions. We started working with him since mid 2020, he has been extremely helpful for us personally and also our business. I would highly recommend MBA Wealth Solutions.

Andrew has proven to be a very reliable and trustworthy advisor who has helped us greatly with not only our personal finances but also business and investment opportunities. We continue to enjoy the benefits of his and the MBA team’s advice and have recommended them to our family and friends.

Dustin Bartholomew and the team at MBA Wealth Solutions have assisted us for many years in our financial and retirement planning and we cannot recommend their services highly enough. Dustin is a patient, extremely knowledgeable , caring professional who listens to your needs and concerns and takes time to understand what you want to achieve long term. He communicates at a level that the lay person can understand and he has become an integral part of our financial future. We cannot recommend his services highly enough and have the utmost faith in his financial guidance which has been invaluable. He passes the good bloke test!

We’ve been dealing with Dustin Bartholomew at MBA for several years now, developing strategies to allow us to achieve an early retirement - strategies which have now come to fruition exactly as Dustin outlined they would. He has always respected our input and preferences for strategies, as well as offering assistance and advice on other financial matters. We could not recommend more highly his professionalism in wanting to assist us in achieving our goals, without simply wanting to sell “products”. Thanks Dustin.

We have been going to MBA Wealth Solutions for many years. The staff are extremely professional and very knowledgeable. They provide good sound advice and this advice has served us well over the years. Not only do we use their service but many of our friends and now our children use them too. I would recommend and do recommend them to anyone who is looking for advice about their finances and futures.

Hi I have been using MBA for the last couple of years and have found the people at MBA to be most courteous, helpful and knowledgeable. The staff have in my experience have been happy to explain and discuss my financial options, with patience and allowing me the time to think through my options before allowing me to make my decisions. I am happy to recommend MBA. Keith K St Clair