MRB Financial Planning

Welcome to MRB Financial Planning, a trusted establishment located in Norman Park, Brisbane City, Queensland, Australia. As a leading finance institution and point of interest in the area, MRB Financial Planning is dedicated to providing you with the right solutions for all stages of life, whether you're seeking to manage, grow, protect, or simply enjoy retirement.

Founded in 2008 by Mark Basili, who is the Director and owner of MRB Financial Planning Pty Ltd, our institution has a rich history of financial expertise and personalized service. With over 25 years of experience in the finance industry, Mark started his career with MLC in 1995 and has been an authorized representative and financial adviser since 2005. His association with businesses that are impartial to large institutions has allowed him to consistently offer impartial advice to his clients, and MRB Financial Planning continues to uphold this philosophy.

At MRB Financial Planning, we see our clients as individuals, which means that each client receives the utmost care and expertise in the advice we provide. As a practice with no products of our own, we provide you with all the options to make an informed decision for your future. Our boutique personalized advice business ensures that your dealings will be exclusively with Mark Basili, who will be your dedicated and personalized financial adviser.

Mark Basili holds a Bachelor of Commerce (Economics & Finance) and a Diploma of Financial Services. He is a Tax (financial) Adviser, well-versed in Margin Lending & Geared Investments, and has met the FASEA standards authority. Mark Basili and MRB Financial Planning Pty Ltd ATF MRB Trust are authorized representatives of Lionsgate Financial Group Pty Ltd, ensuring that you receive expert and reliable financial advice.

Financial planning can be complex and unique to each individual or family, and our goal is to understand the dynamics of your family so that we can develop a strategic plan tailored to your goals, needs, and interests. We believe that no plan should be a 'set and forget' approach, which is why we take a proactive approach and strive to add value at every available opportunity. We are always available to discuss the outcome of a specific strategy or to provide further knowledge when you need us.

Investment management is more than just selecting the latest "hot" investment. It's about managing risks and understanding market fluctuations. Whether you have $1,000 or $1,000,000, our desire is to listen to your needs and recommend an investment management strategy that improves the likelihood of reaching your desired outcomes. Instead of paying extraordinary fees on the promise of outperformance, which often isn't realized, we suggest an alternative approach.

Superannuation remains one of the most important assets outside of the family home, and with rule changes and complex investment options, we have no preference as to whether our clients hold retail, industry, or self-managed super funds (SMSFs). Our aim is to provide an analysis of the right options for you and allow you to make an informed decision.

Having worked hard throughout your lifetime, having a trusted adviser to provide advice on how to manage and maximize your benefits is crucial. Whether it's superannuation entitlements or the Age Pension, using the rules to your benefit can provide the security of knowing that you can enjoy your later years.

Building wealth outside of your superannuation or family home can be challenging, but with an effective wealth accumulation strategy, we can inform and educate you, placing you on your most preferred risk/return outcome. Debt, in moderation, can often be an effective tool for the right family to grow their wealth, but it's not always the best strategy to pursue.

Many Australians overlook the importance of life or disablement insurance, yet they readily insure their cars, boats, or jet skis. They fail to realize that they may be underinsured for the very asset that enables them to make these purchases - their salary. It's important to consider different circumstances and determine what insurance is appropriate for your needs.

At MRB Financial Planning, we aim to be transparent and upfront about our fees. Our initial meeting, which has no time limit, costs $220 (inc. GST) and is deducted from the Advice Fee if you choose to proceed with our services. The costs for our services can vary depending on the complexity of your situation and typically range from $1,500 to $5,000. We offer ongoing advice relationships and charge either by a dollar amount, a percentage of the amount invested, or a combination. Before proceeding, we will discuss and agree on the method of payment for our ongoing services.

For all your financial planning needs, trust Mark Basili and MRB Financial Planning Pty Ltd. Contact us today to schedule your initial meeting and take the first step towards securing your financial future.