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

Time for a change?

By John Barton
Often referred to as the lucky country, Australia has long enjoyed the comfort of decades of sustained economic growth. This situation has facilitated the development of simple yet effective approaches to investment...

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Merry Christmas from MGD

We will once again be taking a short break over the festive season. Our office will be closed from 12:00 pm Friday 20 December and we will reopen on Thursday 2 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 2020.

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Building a personal balance sheet with purpose: financial freedom and financial resilience

In this article we contend that building a personal balance sheet with a specific understanding of purpose can lead people to financial freedom and increased financial resilience.

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