Why choose us

The Goals 360 experience

We’re proud to be working with AMP to bring you the Goals 360 experience. It’s an interactive digital experience that focuses on your personal goals.

The journey towards reaching your goals starts with an exciting digital experience to help you explore your ambitions and gain a clearer perspective on what really matters to you. 

A coach will walk you through the process, helping you visualise and explore your goals from every angle.

You’ll receive a summary of your personal goals and priorities. The next step is to explore your advice options with a qualified financial adviser.

Then, if you decide to proceed, they can work with you to build a plan to help make your goals a reality.

And, if you’d like help staying motivated and accountable, you can choose ongoing services so we can help you track your progress.

What we stand for

When it comes to getting help with achieving your goals, it’s important to know that our values line up with yours. So, here’s a bit more about us.

  • Our passion is to help you reach your goals – by creating realistic and solid plans to sit behind your goals, we aim to help more Australians, like you, live a better tomorrow.
  • Our plans are flexible – we know that life can change from one day to the next, which is why we like to work closely with you. 
  • A plan designed just for you – we will take the time upfront to understand who you are, what you want, and your unique situation before we start looking at how we can help you.
  • A long-term relationship – we offer most value by forming a strong partnership over time, helping you to build your wealth and achieve your goals over each stage in your life.
  • The simpler, the better – we want to help you understand everything we present to you, and that includes being up front about our fees.
  • Maintain our high standards – you can trust that we will act professionally and in your best interests.

Our expertise

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 partners

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.


Mobbs and Company Accountants

CPA accounting firm

Network Lending

Mortgage brokage

Find out how we'll help you reach your goals sooner

What to expect