Our total wealth management philosophy

Our total wealth management (TWM) philosophy extends beyond traditional financial planning, beyond wealth and investment management, beyond tax planning and retirement savings. Our total wealth management philosophy is centred on you – your now and your future.

Developed and fine-tuned for more than 10 years, our TWM approach offers a unique financial advice solution that seamlessly combines the essential advisory, administration and compliance services to help deliver you complete financial clarity and help you get on track and stay on track to achieving your goals.

The power of this philosophy is in the integration of the core advice disciplines of:

  • Wealth management

  • Investment and asset consulting

  • Philanthropy and social investment

  • Self-managed superannuation administration and advisory

  • Tax advisory

  • Personal and business accounting

  • Personal risk insurance and estate planning

  • Business risk insurance and succession planning (including key person and shareholder buy-sell funding)

  • Group insurance (death, TPD, salary continuance) contract advisory, administration and claims management for employers, professional associations, superannuation trustees and their people

Our dedicated specialists can help you fit all the pieces of your financial life into place under one roof to deliver a seamless, integrated solution for you.

We are privately owned and operate under our own Australian Financial Services Licence (AFSL).

How can we help?

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

Featured articles

Strategies for Retiring in Uncertain Times

By Richard Marsden
After the last decade of economic and asset price growth, it is common for investors to remain optimistic or become complacent and assume the good times will keep rolling. Even if you have that view and remain optimistic about economic growth and the future of asset prices, we don’t believe that hope is a strategy going into retirement...

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Getaway ideas without breaking the bank

By Alec Berry
The Australia Day long weekend is almost upon us, and whether you’re keeping it local or going to Fyre Festival 2.0 (see Netflix if you don’t know what this is), there are always expensive and less expensive ways to travel...

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MGD welcomes the New Year with new appointment

MEDIA RELEASE
Boutique Brisbane-based financial services firm MGD has welcomed experienced wealth management specialist Graeme Del Favero to its expanding team.

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