We’re about relationships
building wealth and living your best life
While most of our time is spent thinking about, investing and managing money, that’s not what drives us or matters most to us.
Everything we do, and the reasons why we do it, is about people. Helping families and business owners better manage their money, create more financial freedom and ultimately live happier and more fulfilling lives.
Financial planning & advice
We help families, couples and individuals find clarity and create the lifestyle they want.
- Goal setting & lifestyle planning
- Financial strategy development and planning
- Investment portfolio management
- Investment advice – on a vast range of investments
- Superannuation and retirement – including SMSFS
- Tax effective investment strategies
- Cashflow management and budgeting
- Estate planning
- Future planning and projections
Business accounting & advisory
Integrated business advisory, accounting, bookkeeping and financial advice for business owners.
- Tax and compliance
- Business structures
- Tax planning
- Business and Succession planning
- Business Valuations
- Growth and profit optimisation strategies
- Cashflow and budgeting
- Financial analysis and forecasting
We aim to be your partner in life and business, providing value that extends far beyond financial advice and accounting services
When you choose to work with us, we take the commitment seriously. We are here for the long term. We prioritise relationships, shared successes and family.
We’ve been helping families and businesses prosper for over 75 years
We have a long and proud history of partnering with families and businesses and helping them better manage, invest and grow their money.
Just returned from World War II, founder Maxwell Brown opens an accounting and taxation firm in Shepparton, named after its founder.
After helping local Shepparton businesses and families for a decade, Peter Mountjoy joins the firm, and it becomes Maxwell Brown & Mountjoy (MB & M).
Following the retirement of Maxwell Brown in 1981, Peter Mountjoy also retires from the firm, which continues to support Shepparton businesses and families.
After nearly 50 years, the Melbourne office opens in Oakleigh after purchasing a deceased estate business.
Current partner, Narelle Pesavento becomes the first female partner in the firm’s history.
The Melbourne office separates from its parent firm and becomes known as MB+M Business Solutions Melbourne, proudly owned and led by Narelle Pesavento and Rodney Miller.
Josh Pennell, who started out working part-time after school in the Shepparton office 20 years earlier replaces Rod Miller as a partner after spending a decade as a Financial Advisor at other firms.
MB+M Business Solutions Melbourne rebrands under the new name, Prosper Advisory.
Our experienced team puts you first
We look after our people, knowing that they, in turn, will look after you. It is why many members of our team have been with us for decades, grown up with us and brought up their own families alongside ours.
Narelle is a Chartered Accountant and has 15 years experience working with business owners to provide motivation and direction to help them reach their personal and business goals.
Narelle isn’t just about tax compliance, her astute business advisory skills are a key facet of her service. This also includes business valuations, succession planning and assisting with the process of selling a business.
In addition, she ensures accurate and effective administration of Self Managed Superannuation Funds to help her clients meet their trustee obligations and maximise their SMSF outcomes.Learn More
Josh Pennell is the head of Wealth Management Financial Planning.
Josh has 13 years experience, holds a degree in Economics & Finance, is a Certified Financial Planner CFP® and is a member of the Financial Planning Association and the Self Managed Superannuation Fund Association of Australia.
He is passionate about helping people achieve the financial success & freedom they deserve and provides professional advice to ensure you will do just that.
*Josh Pennell is an Authorised Representative of OzPlan Financial Services Pty Ltd ABN 35 005 391 202 AFSL 221235. Authorised representative number 305034.Learn More