MB Financial Group
About the company
MB Financial Group is a financial advisory and planning practice based on the Sunshine Coast. Marybeth Banks is the Managing Director. The founder began a business administration traineeship in the financial planning industry through Apprenticeships Queensland during the 2007 Global Financial Crisis.
The company operates as Marybeth Financial Group Pty Ltd, MBFG Accounting Pty Ltd, MBFG FP Pty Ltd, and MBFG Finance Pty Ltd. It offers financial planning, tax and accounting, cash flow management, risk insurance, mortgage broking, bookkeeping, and asset finance.
What customers say
Based on genuine customer reviews
In Maroochydore, Queensland, MB Financial Group operates as a financial services provider, holding a 5 average from 195 reviews. The listing places it within the directory's financial services provider category. The review count suggests an established, ongoing practice rather than a recent listing.
Reviews
Reviews are taken from publicly available sources.
Scott and the team at MBFG have been fantastic and have been extremely helpful about setting up a financial plan and assisting with buying my first unit on the coast. Scott in particular was very informative and had a practical approach for budgeting while taking into account my lifestyle/goals and long term growth. The whole experience from the beginning has been excellent and has me well on my way to long-term financial security.
Highly recommend Nick and the team at MB! They were able to help us secure our home loan to purchase our dream house and really went above and beyond. We will definitely be working with them again in the future!
We have used MB Financial multiple times to secure our home loans and every experience with Nick has been amazing. Nick is always friendly, professional, and makes the whole process feel easy and stress-free. He is incredibly knowledgeable, keeps communication clear throughout, and genuinely goes above and beyond to help. We truly appreciate all of his support over the years and highly recommend Nick and the team at MB Financial to anyone looking for honest and reliable service.
Recently used MB Financial Group specifically Kelly and her mortgage broking services. Can't rate them enough! Very knowledgeable and friendly, making it very easy as it was my first time purchasing a property. Was recommended to them by a friend and will be recommending them to everyone I know. Thanks guys :)
Nick has been absolutely incredible in our home buying journey. From start to finish, his knowledge has reassured us and made us feel very calm. We are now home owners and are so endlessly grateful! Thanks so much Nick! Grace & Gab
We had a general advice zoom call with Chris and we cannot recommend it enough. We walked into the call with a lot of questions and a lot of uncertainty and left the call feeling like we had a plan and feeling like we knew what we were doing. We’ll definitely be using this company for all our financial needs. 10/10
Paul was great explained everything. We also have our tax down and they are very professional. Marybeth is great to deal with and Kirra at reception is always helpful and lovely
Financial advisers & planners in Sunshine Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | MB Financial Group (this page) | ★ 5,0 | 195 | No |
| 2 | Elements Financial Planning | ★ 5,0 | 41 | No |
| 3 | Jasper Financial | ★ 5,0 | 39 | No |
| 4 | Lachlan Money - Buderim's Financial Adviser | ★ 5,0 | 19 | No |
| 5 | Client Focused Financial Planning | ★ 5,0 | 24 | No |