About MB Capital Partners

Learn about our journey, values, and dedication - contact us to discuss your requirements.

Financial adviser & fund manager services

MB Capital Partners was founded to provide strategic financial advisory services that empower clients. With over 20+ years in the industry, we have built a strong reputation for delivering tailored solutions in:

Retail & Wholesale Financial Advice – assistance with licensing, compliance, and best-practice processes for serving both retail and wholesale clients.
Financial Adviser Education & Training – CPD programs and tailored training to keep advisers up to date on regulatory changes and best practices.
Financial Advice Documentation – templates and frameworks for statements of advice, client agreements, and other required documentation.
Data, Automation & Modelling – assistance implementing data analytics, workflow automation, and financial modelling tools to improve efficiency.
Cyber Security & Data Protection – support in safeguarding client information and meeting regulatory requirements for information security.

Platform Integration & Fund Manager Product Approvals – selecting, integrating, and obtaining approvals from investment and advice platforms tailored to your business.
Fund Manager Research & Ratings – Adviser access to research services to assess fund managers and products, enhancing due diligence and product selection, while also helping managers navigate towards their own research ratings.
Product Distribution Support for Fund Managers – guidance on distribution strategies, dealer group relationships, and compliance requirements for getting products to market.
Investment Vehicles (Unit Trusts, SMAs, MDAs) – expertise in structuring, establishing, and operating various managed investment vehicles.

Our partner firms

MB Capital Partners supports a diverse range of clients, including:

What sets MB Capital Partners apart

Client-centred guidance: We take time to understand your objectives and tailor our support accordingly, with clear communication throughout.
Ethical commitment: We prioritise transparency and adherence to best practices, so you can be confident in every decision.
Strategic industry insight: We have a deep understanding of market dynamics and regulatory developments to help you anticipate opportunities and risks.

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