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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.

How can we help?

icon-dollar Wealth management
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icon-smsf SMSF advisory
icon-risk Risk & succession advisory

Featured articles

Expat Ebook: Foreign Retirement Funds

19 March 2024
By Richard Marsden
For expats planning on returning to Australia, there continues to be a great deal of confusion about foreign retirement accounts. Foreign Retirement Funds is Chapter two of our upcoming ebook, A Comprehensive Guide to Repatriation for Australian Expats, can help guide you through two key areas of uncertainty.

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Quarterly Market Update | February 2024

19 February 2024
In this video, Stephen Furness speaks with Martin Conlon, Head of Australian Equities, Schroders, and Wayne Buckingham, Managing Director, Mutual Limited, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Merry Christmas from MGD

18 December 2023
We will once again be taking a short break over the festive season. Our office will be closed from 12:00 pm Thursday 21 December and will reopen on Tuesday 2 January. However, we will still be available if you have any urgent enquiries during this period, please give us a call on (07) 3391 5055 or email your adviser directly. 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 the New Year.

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