We are excited to announce that MGD Wealth has been selected as a finalist for Holistic Advice Firm of the Year in the ifa Excellence Awards 2023.
The ifa Excellence Awards recognises the top businesses and professionals in the financial services industry across the nation. We are delighted to be recognised for our commitment to making a tangible difference in the lives of our clients through our total wealth management (TWM) philosophy.
“Our innovative Total Wealth Management (TWM) philosophy has been at the forefront of providing our clients with financial clarity and confidence,” says Richard Marsden, Director International and Executive, MGD Wealth.
“Being a finalist for the Holistic Advice Firm of the Year is a testament to our team’s dedication to helping our clients achieve their financial goals and giving them confidence in the future of their financial security.”
The power of the TWM philosophy is in integrating the core disciplines of tax, self-managed super, wealth and investment, as well as personal risk, interwoven with succession planning and philanthropy.
Securing a place as a finalist in the ifa Excellence Awards is widely recognised as a remarkable achievement in the Australian financial services industry. It signifies the resolute determination and steadfast commitment of individuals, teams, and firms playing a pivotal role in propelling the industry forward.
The Holistic Advice Firm of the Year winner will be announced at the ifa Excellence Awards 2023 on Wednesday, 6 December 2023.