Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Wealth Management

Investment Fundamentals 101

By Rachel Barlow
This article is the first instalment of a series we have developed on investment fundamentals which we will continue to build out over the coming weeks and months. The issues may be big or small, but ones we consider relevant for everyone, young or old, wealthy or aspiring to be so.

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Planning for the High Costs of Education

By John Barton
When it comes to raising kids, there’s not much that’s as important as ensuring they receive a good education. So, whether you’re thinking about your children or your grandchildren, ensuring you’ve thought ahead – particularly in relation to who you intend to pay for the inevitable costs – is paramount.

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The Roaring 80s to Today

By John Barton
You may remember the 80s – it was a decade of big hair, big phones, big pants and big hits. It was also a decade of one of the biggest stock market crashes in history. But even with October ’87 in mind, the 80s wasn’t actually a period of big risk taking for the average investor, or more accurately, an investor seeking an ‘average’ rate of return.

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What does a woman want?

By Rachel Barlow
Despite thirty years of research, Freud could not answer “What does a woman want?” Let’s not untangle that mystery! Let’s talk about what studies have shown the main financial goals for women to be, including repaying the mortgage, understanding and contributing to super, retirement planning, improving financial literacy as well as looking after family (children and parents).

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Post-Election Outcomes and Considerations

By Andrew Albury
With the uncertainty that comes with the lead up to a Federal Election now softening, now is an ideal time to consider the new avenues of opportunity that may emerge for investors. Adopting a policy of continual observation of the post-election market landscape could be beneficial.

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Navigating 2019 Forum

Recently, we hosted our Navigating 2019 Forum where we heard from David Hudson and Dr Michael Drew. The event took place at The Grove in the CBD. Read on for more information, photos and a summary video from the event.

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Changing Perspectives

By John Barton
By changing your perspective and adopting a few key techniques from your personal health management to your personal wealth management, you may come to realise that the two practises aren’t so dissimilar

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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...

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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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2019: Think like a CFO

By Alec Berry
To help you break the cycle and get a handle on your cash flow so you can hit your personal, business and lifestyle goals in the face of a challenging and volatile future investment environment, we have shared four tips that you can implement today.

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10-years on… the balance of greed and fear

By John Barton
Ten years ago, we saw the bankruptcy of global investment bank, Lehman Brothers. In this article, John Barton reflects on the events that unfolded in 2008 and what investors can take away from it.

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2018 Investor Forum

By Stephen Furness
Recently, we hosted our 2018 Investor Forum. The event took place at The Grove in the CBD with a great line up of speakers. Read on for more information, photos and a summary video from the event.

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The last taboo

By John Barton
It wasn’t that long ago that most us considered religion, money, sex, politics and death pretty much off-limits when it came to polite conversation. They were no-go topics almost everywhere. Today, most of us talk fairly openly about all these subjects – all bar one that is. The exception for most of us is money!

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Smart money options for the New Year

By Alec Berry
The investment return outlook is relatively subdued for the next five years following a strong post-GFC rally. This means that now might be an ideal time to take advantage of alternative strategies available to you. So, before diving into 2018 and investing in riskier investments in the hope of gaining those higher returns, now is a good time to consider what other options you have on the table.

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Bitcoin: an asset or a currency?

By Stephen Furness
For the past few months, Bitcoin has been the word playing on everyone’s lips. Despite being around for several years now, it has exploded in popularity across the globe. It seems to be everywhere – in the media, on blogs, creeping into everyday conversations. But what is it exactly and is it worth all the hype?

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How much is enough?

By Andrew Albury
Life expectancies are increasing. Interest rates are sitting at historic lows, and look like they’ll stay there for some time yet. Many retirees rely on investment income to fund their retirement years. However, the current low return environment means retirement savings have to stretch further than ever before and the income provided by today’s low yields may not be enough. So how much is enough?

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