Lifetrack Planning
What's really important to YOU?
Holidays, nice car, favourite footy team.
NO! What's REALLY IMPORTANT to YOU????
LIFE and LIVING are what's really important!
MBT proudly introduces LifeTrack.
LifeTrack will get your priorities in order.
LifeTrack is for everyone, LifeTrack is all about YOU!
Contact us now for your OBLIGATION FREE LifeTrack Plan.
LifeTrack Planning draws together four key professional services to help you put your life “on track” for now and the future. Lawyers, Accountants, Financial Planners and Mortgage Brokerage services, all within the MBT professional support group, are able to assist you with your life planning decisions.
Exciting news for LifeTrack
MBT has recently upgraded LifeTrack to enable you to access LifeTrack on the internet - watch our site for more information.
Getting started on your LifeTrack plan is as easy as sending us an email. We will then register your details and send you a internet questionaire entitled "Whats important to you". This will take you only 20-30 minutes to complete and submit to LifeTrack.
Our team of professionals will then assess your current position and provide you with some recommendations to get your LifeTrack Plan in place.
Our service includes provision of focused legal, accounting, financial and debt management recommendations with a view to providing tailored solutions for your particular requirements and personal circumstances together with advice as to the documents and asset structures, both personal and business, needed to achieve your objectives.
What is special about LifeTrack Planning?
Our service brings together professionals from different areas of expertise in synergy to address your particular situation collaboratively. This means we can look at the whole picture not merely a part of it. This also means our recommendations are likely to be of relevance and interest not only to yourself but also to any other professional advisers you may have.
Our service is obligation free. You will not be committed to acting upon our recommendations. Nor will you be committed to using our professionals to undertake any professional work arising as a consequence of our advice and recommendations. Whilst we are happy to do any such work, we fully understand you may already have trusted professional advisers to act in this regard. You may need to consult them to obtain copies of relevant material needed for your appointment with our professional team.
How does LifeTrack Planning work?
LifeTrack Planning offers you the opportunity of putting your life "on track" and completion of this Confidential Disclosure is the first step.
After you have completed the Confidential Disclosure and forwarded it to LifeTrack Planning at PO Box 265 Coffs Harbour NSW 2450 an appointment with our professional team comprising a Lawyer, Accountant and Financial Planner will be arranged.
You will need to ensure that relevant documents as referred to below have been gathered together for the appointment.
At this appointment you will have the opportunity of canvassing relevant matters with our professional team.
Our professional team will then assess your situation, prepare their written recommendations and present them to you at a second appointment at which you will have the opportunity of discussing, asking questions and clarifying the recommendations made.
For more information on our new LifeTrack Planning service please contact us.
