Fostering opportunity and support for thriving community
VALUING and servicing its broad-based clientele as its greatest asset, MB+M has carved out a distinguished reputation as a leading financial services firm in the Goulburn and Murray Valleys. Since its humble beginnings in 1946, the firm has expanded significantly, to build a team of over 50 specialists spread across its Shepparton and Numurkah offices.
“At MB+M, our growth reflects the trust and confidence our clients have in us,” said Adrienne Gledhill, one of the firm’s directors. “We are dedicated to evolving with our clients’ needs, ensuring they receive tailored support as their businesses expand. We engage in detailed discussions about their overarching goals—whether personal, lifestyle, or business-related—and develop strategic plans for both the short term and long term to help them achieve these objectives.”
MB+M’s diverse team offers a range of specialised services, from small business advice and agricultural consulting to tax minimisation strategies, GST specialists, succession planning and beyond. Their approach is both comprehensive and personalised, addressing the unique strengths and challenges faced by each client.
MB+M’s focus on clarity and transparency is central to their client relationships. “We believe in clear and straightforward communication,” Adrienne said. “Our clients need to understand not just the outcomes of our advice but also the rationale behind it. This transparency builds trust and ensures that clients are well-informed in their financial planning.”
Responsive and committed to the broader needs of the community, the business also provides all-inclusive financial services from its Numurkah office, ensuring clients from the region including Nathalia and Cobram have ready access to the business’ specialised services, without the need to travel all the way to Shepparton.
MB+M’s involvement in the Greater Shepparton Business Network and the Committee for Greater Shepparton pinpoints their dedication to regional growth. “We view Shepparton as a thriving hub of opportunity,” Adrienne said. “Our participation in these local organisations is about partnering with others to foster economic development and support the continued success of both the community and our firm.”
