Book your Complimentary
20 Minute Consultation
Our team of specialists is ready to help, support, and encourage you on your journey to achieving financial clarity. We invite you to book your complimentary 20-minute appointment with one of our highly experienced MGD advisers. Once we receive your request, a member of our team will be in touch promptly.
After years of hard work, we understand that you want to protect your wealth and all you have built so that you can get the best out of your retirement without having to worry. No matter what retirement lifestyle you want, we can work with you to develop an integrated financial plan focused on your goals, lifestyle and health as well as assist you with risk management and capital preservation to protect you and your family’s future.
If you have built, or are currently building, a profitable investment portfolio, we can work with you to develop a robust investment strategy that will get you on track to achieving your short, medium and long-term lifestyle and financial goals.
We understand that with success, comes great responsibilities, complexities and challenges and that in your role, your time is extremely valuable.
So that you have the time and headspace to focus on what you do best, we can work with you to build and protect your wealth and help you develop a comprehensive financial plan that integrates your tax, super, risk and succession requirements so that you are on track to achieving your long-term goals without compromising your current position or success.
Our work with current and former aviation professionals has enabled us to develop a deep understanding of the unique opportunities, complexities, and challenges exclusive to your line of work. Over the years, we have helped people employed by Ansett (as the airline collapsed in 2001), Qantas Group, Cathay Pacific, Cathay Dragon, Qatar Airways, Emirates, Singapore Airlines, and Virgin Australia structure and manage their financial affairs. Through 2020, we helped many aviation professionals implement smart strategies to stay on track through stand-down. For others, we helped them transition to retirement or alternative career paths after a large number of industry redundancies. Click here to learn how we can help you. If you are an aviation professional living abroad looking to return to Australia, visit our Inbound Planner page.
Having acted on behalf of many business owners over the years, we know that your needs and the dynamics you face at both a business and personal level are complex. No matter where you are in the business lifecycle, we can help you get on track to achieving your business and personal goals. We can help you:
- Build a profitable investment portfolio supported by a robust investment strategy;
- Grow your business through acquisitions and expansions;
- Look after the complex things so you can focus on what you do best;
- Develop a clear and capable succession and/or exit strategy so you can rest easy knowing if anything happens, everything you have built is protected.
We work with a range of large organisations that facilitate the provision of financial education and advice to their employees and/ or members, including private companies, government-related entities, and professional associations. As a consultant, we conduct reviews of existing corporate superannuation and group insurance plans to ensure they are aligned with organisational objective, as well as the best interests of employees. Where required, we can assist with implementation, looking after the compliance and process obligations that can otherwise serve as a distraction and burden to management.