Our total wealth management philosophy

We help people feel confident about their finances so they can focus on their careers, their families, their ambitions – their lives.

From business owners and entrepreneurs, to executives and self-funded retirees, from medical professionals and pilots to expats and repats. We know that money means something different to everyone. We know that success means something different to everyone.

What makes our work so exciting is that each client’s story is unique. What makes our role so rewarding is helping each of our clients achieve their ambitions.

How do we do what we do? Driven by a desire to make a tangible difference in the lives of our clients, our team is comprised of specialists in each of the key financial disciplines.

Our privately owned firm operates under its own Australian Financial Services Licence and we take a total wealth management approach that combines the essential advisory, administration and compliance services to help each and every one of our clients live the life they aspire to.

How can we help?

icon-dollar Wealth management
icon-tax Tax advisory
icon-smsf SMSF advisory
icon-risk Risk & succession advisory

Featured articles

2021 Queensland Chain Reaction Challenge

8 June 2021
Recently, following months of dedicated training, John Barton and Brett Schmidt rode as part of the MGD/TRACTION Team in the 2021 Queensland Chain Reaction Challenge. Here is an overview of the ride.

Read more

Working Mums, you are worth it!

7 June 2021
By Mikaela Holmes
Whether you are working part-time, full-time, or not at all, mothers are a valuable asset for any household and one worth insuring. When undertaking an insurance needs analysis for clients, we consider various financial impacts, such as caring for someone who is sick or injured, or caring for children and running the household. These can all have a monetary value assigned to them and should be considered a need in the case of various insurable events.

Read more

Wealth management team expands at boutique financial services firm MGD

18 May 2021
Boutique financial services firm MGD has welcomed three highly experienced wealth management professionals to its expanding Brisbane-based team.

Read more