Schedule Appointment with margieb@mbafs.com.au

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Welcome to the MBA Financial Strategists appointment scheduling page. It's very easy to use - simply click on an appointment type from the list below then choose a financial adviser from the drop down list and select an appointment day and time that suits you best. You will receive an email confirming the appointment.

Review Appointment (Existing clients)

1 hour

Existing clients schedule a financial planning review meeting with your regular financial adviser.

Introduction appt - first 30 mins @ no charge (New clients to the practice)

1 hour

New clients schedule a no obligation introductory meeting with one of the financial planning team - simply click on this appt type and select a financial adviser of your choice from the drop-down list below. The first 30 mins is at no charge, if you would like to proceed with further discussions the adviser will provide a minimum fee outline to be approved by you before proceeding.

New Clients Complimentary Loan Appointment

45 minutes

Looking to take out a mortgage, review an existing mortgage or seeking debt advice book a complimentary appointment with Todd by clicking on this appt type then select an appointment day and time from Todd's calendar. Note all appointments will be undertaken via online or phone. If you prefer an office appointment please contact Todd directly to arrange a time on mob: 0491 346 366 or email: todd@mbafs.com.au

Existing / In-Progress Clients Loan Appointment

30 minutes

Use this appointment type if you are an existing client of Todd Davies and are making a time to review paperwork or discuss an existing or in-progress loan.

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