Mobbs Baker Wealth has evolved
Mobbs Baker Wealth stated as a Joint venture between Scott Baker & Mobbs & Company Accountants in 2013.
Scott had previously worked as an accountant with Mobbs & co. from 2007-2012 and completed his CPA studies and built a specialty in SMSF whilst a team member. Mobbs Baker Wealth won numerous awards and spearheaded the AMP Advice advice process. From 2013 to 2019, Mobbs Baker Wealth grew year on year to become a leader within the Financial advice community on the Sunshine Coast & Caboolture. With the amalgamation of Hannaford Accountants & Bread & Barrels Advisory, Mobbs Baker Wealth knew the time was right to take the business and the services offered to clients to the next level. Scott Baker CPA remains as both an adviser in the team and as the Managing Partner of Bread & Barrels Accountants and Advisers
Investment
Life is about making the most of opportunities, Choosing the right investment for you matters. It should be more about the options that can open up than whether you're made or broken.
Whether it is the investment of your superannuation or personally held assets, you need the combination of the right investment strategy and product to make the most out of your money whilst ensuring that it doesn't keep you up all night.
This is a delicate process and one that involves a strong trusting relationship.
With so many options, you need to comfortable and confident that you have found the right balance between risk and return that suits your personality and circumstances.
Financial
Advice
To provide great advice you have to know your client. You have to know their values, priorities, their dreams, and their goals.
This is why, during our process we first get to know these before we can truly be of value.
We know you will be better off with advice that focuses on how best to achieve your goals, no matter what they are.
Simply put, we work with you
To set your goals
To clarify your goals
To achieve your goals.
Superannuation
So many rules, so confusing.
But yet so very important. For most Australians this is going to be one of, if not their largest financial asset at retirement.
The good news, there are so many options for you to benefit from a carefully and thoroughly thought out superannuation strategy.
We know that these make a HUGE difference to clients' retirement & tax situations.
Insurance
Whether it be:
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Life Insurance
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Total & Permanent Disability Insurance
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Trauma Insurance
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Income Protection Insurance
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Business Expense Cover
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Key Person Cover
We have the advice and Insurers to make sure you and your family are covered. Whilst this isn't the most glamorous part of the job, we know that it is crucial to make sure you and your family are covered. Our philosophy is simple, if we have the expertise and overview of your needs and situation, we have the obligation to your loved ones to have the conversation.