For those accustomed to leading, retirement is not about stepping away—it’s about stepping forward with clarity and purpose. Our tailored pre-retirement planning services ensure your financial strategy aligns with your goals, empowering you to create the future you envision.

• A legacy of leadership: We work with you to chart a retirement plan that honours your ambitions, whether it’s growing your portfolio, mentoring others, or pursuing new ventures.

• Seamless transitions: From restructuring income streams to optimising tax strategies, we ensure every detail supports your continued success.

• Confidence for what’s next: With a roadmap built around your vision, you can move forward with certainty and control.

Retirement doesn’t mean stepping aside—it means stepping up to new opportunities with the same purpose and passion that defined your career.

Your superannuation is a cornerstone of your retirement strategy, and for high-performing individuals, its potential goes far beyond the basics. We’ll help you unlock its full value to support your ongoing ambitions.

• Maximising impact: Tailored contribution and investment strategies to grow your super in line with your financial vision.

• Tax-effective planning: Navigate the complexities of superannuation with expert advice designed to protect and enhance your wealth.

• Dynamic investment alignment: From risk management to growth opportunities, we ensure your super reflects your strategic priorities.

We provide the insight and expertise to turn your superannuation into a powerful asset for your evolving goals.

For those who value control and customisation, SMSFs may offer a sophisticated way to steer your wealth. We bring the experience and insight needed to help you manage your SMSF with precision and purpose.

• Control with confidence: We guide you through the complexities of SMSF management, allowing you to remain focused on your bigger picture.

• Strategic investments: Leverage opportunities like direct property ownership and bespoke portfolios to align your SMSF with your long-term ambitions.

• Stress-free compliance: Leave the administrative and regulatory details to us, ensuring peace of mind as you manage your wealth.

It’s never too early to start shaping Your Legacy. Discover how MGD can help you plan for the future with expert estate planning, philanthropy strategies, and family office services, ensuring your values and wealth endure for generations.

MGD Private guides leading business families who continue to own and shape significant enterprises—aligning leadership, capital, and purpose across generations. Whether advising your family office or acting as one, we bring discretion, precision, and enduring care to your significant legacy. Learn more about our MGD Private team.