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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.
Featured articles
Merry Christmas from MGD
21 December 2020
We will once again be taking a short break over the festive season. Our office will be closed from 1:00 pm Wednesday 23 December and we will reopen on Monday 4 January. From all of us at MGD, we wish you and your loved ones a very happy and safe Christmas and we look forward to working with you again in 2021.
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MGD Tax update
17 December 2020
In light of the recent Federal Budget announcement and the ongoing economic stimulus measures for individuals and businesses affected by COVID-19, here is our MGD Tax Update containing up-to-date, relevant, and practical tax-related information, updates, and news. Our update contains helpful information specifically related to small- to medium-sized businesses, including budget measures now law, a JobKeeper update, business tax tips, boosting apprenticeship commencements, and key tax dates.
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Death and divorce: be prepared
16 December 2020
By Michelle Dall'Alba
The two most stressful circumstances a person can experience are divorce and the death of a spouse, according to the Life Change Index Scale (The Stress Test). We don’t want to contemplate either; however, if we face the prospect of both, we can develop a plan to ensure our financial position is protected. These two experiences have their own unique challenges, however there are common financial considerations.
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