Request a Consultation

If you’re looking for rounded, well-informed and trusted financial advice, a consultation at our cost with a member of the team at MBA Financial Strategists is the perfect place to start

At MBA Financial Strategists we pride ourselves on taking the time to get to know you and your financial goals in order to offer you advice that is tailored to your unique situation.

During your 45-60 minute initial consultation you and your Financial Planner will:

  • Discuss your current financial situation
  • Collect specific and relevant information to get a good understanding of your background
  • Identify exactly what you’re hoping to achieve
  • Discuss specifically which areas of financial advice you’re seeking
  • Outline the costs up front so you know exactly what your expenses will be

Book an Appointment