Us and AMP
Goals are what drive you in life, so we want to put your goals at the centre of our advice.
That’s why we’re proud to bring you the AMP goals-based advice experience.
The AMP goals-based advice experience
The journey starts with our interactive technology – which looks at your goals in a unique way. Explore your ambitions for a clearer perspective on what’s really important to you.
A coach will walk you through the process, helping you visualise your goals, think about your future in a different way and help you prioritise your needs.
You’ll receive a summary of your personal goals and priorities. Then, if you choose to proceed, one of our qualified financial advisers can help by:
- Building a plan to help you achieve your goals
- Tracking your progress, depending on your needs and preferences.
Mobbs Baker Wealth are well equipped to help you reach your goals, no matter what your age or stage. Our team consists of 6 specialists who have experience across a range of areas. Find out more about each of us and how we can help you here.
Mobbs Baker Wealth in Burtinya, Brisbane and Caboolture is accredited with the highest standards of professionalism and advice.
Our partnerships with Mobbs and Company Accountants and Network Lending means you can benefit from access to a range of specialists with the convenience of it all under one roof.