Why Choose MGD

Our clients trust us for the long term, with relationships often spanning multiple generations. This enduring commitment to building lasting partnerships is what distinguishes us.

Here’s why high-net-worth and ultra-high-net-worth families and businesses choose MGD to steward their financial legacy.

Total Wealth Management

MGD Wealth is among the very few privately-owned firms in Australia capable of integrating complete personal and business financial strategies for high-net-worth and ultra-high-net-worth families and businesses—providing an unmatched level of financial clarity, bespoke services, institutional-grade opportunities and personalised care.

It All Starts with You

Our focus is centred on what’s most important to you—your family, your business, and your goals.

Surrounded by Support

We provide comprehensive support to our clients by surrounding them with their own dedicated MGD advisory team, a global network of experts, and exclusive educational events and resources.

Expertise for Every Need & Every Stage

As your needs evolve, we offer the right expertise for every season of your life—from personal wealth to business transitions to family office. While some clients require upfront comprehensive support, others begin with a few tailored solutions that evolve throughout their journey.

Australia’s Premier Financial Advisory Firm for HNW & UHNW Clients

Among our advisers are leaders in the industry, including a Barron’s Top 150 ranked adviser, several Accredited Investment Fiduciaries (AIF®), and a Fellow of the Advisory Board Centre.

Our advisers are also entrusted to serve on the advisory panels of leading institutions such as the Australian Retirement Trust and the Australian and International Pilots Association.

These prestigious positions reflect our reputation as one of Australia’s premier firms, offering unparalleled access to sophisticated, tailored financial advice that is focused on protecting and growing the wealth of high-net-worth and ultra-high-net-worth families and businesses.

Industry-Endorsed and Award-Winning Expertise You Can Trust

Exclusive Access to Institutional-Grade Investment Opportunities

With over $1.5 billion in funds under management, MGD Wealth unlocks exclusive global investment opportunities typically reserved for the world’s largest institutions.

Our scale gives you access to institutional-grade strategies that drive long-term growth and protect your wealth, while our boutique structure allows us to provide you with personalised, high-touch service.

1947

48 years serving families and businesses

1.5 bn+

Funds under management, securing institutional‑grade opportunities

35+ years

Tenure of many longstanding client relationships, extending across generations

80+

Local in-house MGD experts, dedicated to you

In a World Full of Choices, Here’s Why MGD Clients Choose Us

  • "I recently transitioned to retirement after a very busy professional career. MGD has provided excellent strategic and investment advice, especially aligning investments with my personal goals and values. I remain a very satisfied MGD client."

    Adele Green AC FAA FAHMS
    Emeritus Fellow, QIMR Berghofer Institute of Medical Research, Queensland Australian of the Year 2013

  • "I have been a client of MGD for many years. My adviser worked out straight away what I needed and how I preferred to be looked after. Suffice to say my investment portfolio is in brilliant shape for which I am extremely grateful at this time in my life."

    Bruce Humphrys
    Former Managing Partner HopgoodGanim Lawyers

  • "As a client for over 25 years, I've entrusted MGD to manage my SMSF, Investments and Tax Compliance for my business group. Their advice is well-researched and comprehensive which greatly assists me in making well-informed business decisions."

    Ravi S.
    Business Owner

Let’s start a conversation

We look forward to learning what is important to you and connecting you with the best adviser for your needs.