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Testimonials

 

"I have been dealing with Nathan Moss for over a year now.  Firstly, he advised me on my financial situation, I was with another company, until I was able to withdraw my investment without paying exit fees.  Since April 2009, he has looked after my investment as my financial adviser and MBA will soon also be acting as my accountant.

 

Nathan has been absolutely wonderful in the smooth transition of my investment from the company I was with to MBA/Count.  He took the time to explain fully the fund I was going into and answered every question I asked, making sure I completely understood the answer.  I have been in a fund similar for a number of years and only now, completely understand what I am in, and this is because of Nathan.  I had not been explained to properly over the years exactly how the fund worked.

 

I would have no reservation in recommending Nathan and MBA, they really do go out of their way to help clients and the seminars they regularly hold are an example of this."

 

- Mrs Dianne Rosenberg

 

 

"I have been dealing with Geoff Missen of The MBA Partnership since 2003.  Geoff and the MBA team go above and beyond the normal expectations for service and quality.  MBA's experience in dealing with my complicated personal and business taxation matters has proven to be invaluable over this time.

 

Upon the recent sale of my engineering business, the MBA team were with me every step of the way and I was always able to draw upon their skill and knowledge to make the whole process as painless as possible.

 

I thoroughly recommend you deal with MBA, I'm glad I do."

 

- Mr Rohan Ackroyd

 

 

"For the last 2 years, I have been dealing with Nathan Moss as my financial adviser.  Nathan has assessed our financial/superannuation position, and then advised changes to help meet our expectations.  He explained the basic strategies of investment for our superannuation, shares and margin lending portfolios.

 

Nathan schedules regular meetings to review the investments and discuss market trends.  Any new strategies are tabled and any new changes are put in place."

 

- Mr Graeme Armiger