a few words about us

Who We Are

Founded in 1992, M2 Financial Services provides a complete financial solution. Our team of Financial Planners, Mortgage Brokers, Investment Property Advisers and Tax Practitioners have the skills and experience required to help achieve your biggest goals.

We help our clients achieve the Financial Freedom to choose what they want to do and when they want to do it. We strive to achieve this dream in the most efficient way possible by finding ways for you to keep more of your money and invest it wisely.

We strive to create the financial services firm of the future by embracing holistic advice, innovations and the right people, together with a dedication to top-notch results. We believe in empowering our clients with the knowledge required to make the right choices.

If you are looking for a trusted adviser and a reliable team of experts, M2 Financial Services is what you need! 

What We Do

who we are

Company Profile

For more than 27 years, we've been passionate about achieving better results for our clients.

Our mission is to help clients all over Australia, build wealth, clear debt and secure their future. We put particular emphasis on:
  • Quality customer service
  • Trust
  • Stress free experience

To be your #1 trusted adviser and deliver financial services, solutions and beyond, beyond expectation, as well as:

  • Evolutionise the financial advice industry to make it more holistc and more accessible.
  • Take investment property advice away from property spruikers lacking any license to provide advice or any 'best interest' duty.
  • Improve the skills and knowledge of existing mortgage brokers.

Everything we do at our company is defined by five core values, which form an integral part of our identity and operations:

  • Honesty and Objectivity
  • Intellectual Rigor
  • Consideration and Respect
  • Ethics
  • Knowledge
Frequently Asked Questions

FAQ

Feel free to browse through the list of frequently asked questions sent by our customers.

1. Do you work for a bank?

No. We work with (not for) 38 different banks and lenders plus many insurance companis, investment platforms and fund managers. Our advice and recommendations are based on what is in your best interest, not theirs.

2. Can you meet me in the evening?
3. How do you get paid?
4. Do I need to be wealthy before you see me?
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Years of Operation
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Client Goals Achieved
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important milestones

Company Timeline

Since 1992, our company has achieved a lot and developed new ways of helping our customers. Below you can learn more about our history, recognition, and success.

1992

Establishment of M2 Financial Services

Our company was founded in the UK in 1992 with the goal of providing high-quality financial services to our clients throughout the country.

1992

2002

Moved to Australia

10 years later, we opening a new office in Australia. Our relationship with Loan Market commenced in July 2002.

2008

Victorian Mortgage Broker of the Year

We never enter ourselves into competitions for self-promotion, so we were surprised to be awarded Broker of the Year as voted by our peers.

2008

2019

Developing Partnerships

Today we continue developing partnerships with companies and organizations that help our clients achieve financial success.

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.