MGB Financial Services was established in 2010 to provide strategic financial advice to households, small business and medium size businesses. We offer a complete range of financial solutions under one umbrella, providing a simple yet comprehensive management of all their financial requirements. MGB Financial Services pride themselves on consistently providing the very best insurance, investment, mortgage, superannuation and financial planning advice, allowing their clients to employ the most appropriate strategies and products needed to achieve their financial objectives.
In an environment where there is increasing pressure on financial planning practices to get bigger to accommodate constant change, MGB Financial Services has made a conscious decision to retain its own identity, providing a personal touch when it comes to ongoing advice and support
Raj has been in financial planning since 1994 and has experience in providing strategic financial advice in relation to:
- Insurance (Death, TPD, Trauma & income Protection.
- Investments (Managed Funds and Direct Shares).
- Managed Superannuation.
- Mortgages (Personal, Residential & Commercial).
- Self-Managed Superannuation (Establishment, Administration & Advice).
- Social Security.
- Completing all compliance and regulatory requirements
- CRM and Database Management
- Liaise with third-party providers including investment platforms, super funds, Insurers & banks
- Diary management
- Document and report preparation
- General office management