MBA Wealth Solutions 195 Russell St, Bathurst NSW 2795

MBA Wealth Solutions





34 Reviews
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM




MBA Wealth Solutions 195 Russell St, Bathurst NSW 2795




About the Business

MBA Wealth Solutions - Financial Planner in Bathurst NSW | Look no further if you need a skilled, experienced, dedicated financial planner that services Bathurst and the wider Central West of NSW.

Contacts

Call Us
0263311192
195 Russell St, Bathurst NSW 2795

Hours

  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM

Features

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Toilets
  • Wheelchair-accessible toilet
  • LGBTQ+ friendly
  • On-site services
  • Online appointments
  • Appointment required




Recommended Reviews

Vince Di Falco
06.09.2023
MBA Wealth Solutions
Our family have sought financial advice from the directors of MBA for many years. The quality of service has always been 1st class with strategies presented in an easy to understand manner. Our relationship with Dustin Bartholomew has resulted in us achieving a comfortable and stress free retirement. I would be happy to recommend MBA to family and friends seeking a competent and reliable financial planner.
Peter James
21.08.2023
MBA Wealth Solutions
Having dealt with MBA Wealth Solutions for many years now I have no hesitation in recommending them to anyone seeking to position themselves for future wealth creation or retirement strategies. Dustin has been responsible for managing the financial assets since our retirement and my wife and I couldn’t be happier with the honest, very reliable and accurate information provided but more importantly, the positive outcomes achieved as a result of his diligence. Due to this we are confident to make financial decisions with “our eyes wide open”. The regular performance update meetings also provide the means for us to “tweak” our portfolios to ensure the performance and returns from them in these volatile markets and times. Thanks Dustin and thank you to the MBA team for your great service.
E&R Okkonen
14.08.2023
MBA Wealth Solutions
We were recommended to MBA by our accountant. On our first visit we were suitably impressed with Dustin Bartholomew. We had been searching for a Financial Advisor that actually understood our current investments, was prepared to research what investments we had in place, before making comment. Asking us what our needs and wants were, not selling us products.The team at MBA provided proven advice and strategies that has enabled us to retire free from financial stresses.We have no hesitation in recommending the team at MBA for their professional services.
Peter Michael McGrath
14.08.2023
MBA Wealth Solutions
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.
rose edwards
13.08.2023
MBA Wealth Solutions
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!
Lesley Harrowsmith
26.07.2023
MBA Wealth Solutions
MBA Wealth Solutions have been a valuable help to me with my finances. I don’t know what I would have done without their help. I am now is a good position, financially, and feel confident that if anything untoward happens I am safe and can always call on them if I need help.
Louise Clyne
22.07.2023
MBA Wealth Solutions
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.
denis RAYNER
22.07.2023
MBA Wealth Solutions
Dustin and the MBA staff are leaders in their field. I cannot exude enough praise and gratitude for the wonderful help they have afforded me particularly in difficult time. I would recommend them without hesitation as a highly competent and caring team of professional advisers, whose client service is unsurpassed.
Keith Krahe
20.07.2023
MBA Wealth Solutions
HiI 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 KSt Clair
Brian Mcfarlane
19.07.2023
MBA Wealth Solutions
Dustin and the team of MBA Wealth Solutions have been my financial advisers since retirement a number of years ago. They have been absolutely fabulou guiding us through the good as well as tough times.Could not recommend them highly enough.

Add Review

Map

195 Russell St, Bathurst NSW 2795
MBA Wealth Solutions