with the most appropriate experience

we help achieve your biggest goals

Welcome to M2 Financial Services!

Your Complete! Financial Solution

Our experienced team of advisers will help you finance property, buy the right investment, save for your children's future, build your wealth and plan for retirement. We do this whilst protecting you, your loved ones, your assets and your goals from life's unexpected events. All while ensuring you get to keep more of your own money, accelerating the clearance of you debts and the realisation of your dreams.

Michael Mobbs CeFA, AFA, DipFP, DipFMBM
MANAGING DIRECTOR, FOUNDER
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Our Process

Take a Look at our 4 Step Review

Our consultations include a review of your current situation to identify any areas of risk or potential saving. After a thorough discussion around your goals and your options, we will put together an action plan to help achieve you dreams. Click each of the links below to learn more about our four step process to achieving Financial Freedom.

PROTECT
Protect you, your loved ones, your assets and your goals from life's unexpected events.
Learn More
MANAGE
Keep more of your own money, take control of your budget and stay on track.
GROW
Position yourself and create opportunities to prosper.
DREAM
Gain the Financial Freedom to choose what you want to do and when you want to do it.
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About M2 Financial Services

Our Approach

As demonstrated in the 2018 Royal Commission, the financial services industry has all too often been crowded with jargon, undisclosed conflicts of interest as well as expensive and often hidden fees. Founded in 1992, M2 Financial Services strives to demystify the world of Financial Planning and to make it more accessible to individuals and business at the start of their journey, instead of concentrating on those already at the end.

High Quality

As Financial Advisers and Mortgage Brokers, we can provide more of the right advice, instead of just product information.

Strong Partnerships

We have great relationships with many bank and lenders, insurance companies, fund managers, solicitors, accountants, quantity surveyors, building inspectors, real estate agents and property mangers.

No Call Centres

No more waiting on hold to explain everything all over again. Contact us directly, at any time, via the ofifce, direct mobile number, sms or email.

Experience

With 27 years of experience, we can surely provide the service and information you need.

Availability

We can meet you during the day or evening, at our office or your location. We can repsond to calls, sms or email anytime of the day.

Innovations

Free detailed Property Reports and Cash Flow Analyses. Secure, easy and quick online gathering systems for documents and details.

Concierge
Our free Concierge Service will arrange building and pest inspectors, insurance, utility connections, removal services, storage solutions and pet transport.
word-of-mouth

We meet new clients only because existing clients have passed on our details, not expensive advertising campaigns. We work hard to maintain your confidence to recommend us and use the marketing money saved to reduce the costs of our services.

Testimonials

What Our Clients Say

We have been Michael Mobbs' clients for a decade. During this time, we bought, sold, moved and applied 3 loans successfully through Michael. Michael is highly knowledgeable and easy to communicate with. It's always been great working with him and John Tso. During our recent loan application, John was responsive, efficient, proactive and kept me informed throughout the process. He worked through a few hurdles for us while Michael was on holidays. I highly recommend Michael Mobbs and his professional and friendly team.
Chen MawsonRegular Client
We would have no hesitation in recommending M2 Financial Services. We have worked with Michael, John and Seth and have found them all to be extremely helpful, professional, reliable and efficient. Seth secured our most recent mortgage and we were delighted with the outcome. He went above and beyond for us and was a pleasure to work with.
Diane K
Michael, Seth and John helped my partner organise his loans, and did a stellar job.  Their professionalism and product knowledge was exceptional and we'd happily recommend them to anyone looking for a mortgage or financial guidance.
Aaron Howearth
I have been recommended M2 financial services by multiple friends and now that I have used them, I am recommending to family. An awesome team all round.
James Keble-Johnston
Michael, John and Seth are all fantastic to deal with. Customer focused and very professional in their service.
Sridar DevarajRegular Client
Who we are

Meet Our Team

M2 Financial Services is a team of experienced, dedicated and passionate professionals who strive to provide you with the best quality service.

Our team of Financial Planners, Mortgage Brokers, Investment Property Advisers and Tax Practitioners have the skills and experience required to help you achieve your biggest goals.

Often working on projects usually deemed to be quite stressful, like buying your next home while selling your existing home, our team strives to remove any stress by making the process a simple, easy and pleasurable experience.

Managing Director, Founder
Michael Mobbs founded our company in 1992 with the goal of providing high-quality trusted advice to businesses and individuals.
Business Manager
John joined our team in 2008. Today he manages all loan applications from packaging through to settlement.

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