We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide. With global capacity, we help our clients manage, protect, and grow their wealth, giving them the financial freedom and financial resilience to achieve their personal, financial, and career aspirations.
Foundational to our firm is our duty to act in our clients’ best interests. For more than 45 years, we have been building long-standing relationships with our clients, moving in lockstep with them and adapting their financial strategies through the joys, challenges, and complexities life throws their way.
Our firm and many of our advisers have lived and worked through some of the biggest crises, and legislative and regulatory changes of our time. The depth of experience and range of specialist knowledge across our advisory enables us to assist our clients from every financial dimension.
We adopt a total wealth management approach that offers an advice solution that seamlessly combines essential advisory, administration, and compliance services. Our approach enables us to provide our clients with an optimal wealth management solution that is tailored and aligned to the achievement of their personal, business, and lifestyle ambitions and the financial goals that underpin them.
Our suite of specialist advice capabilities includes wealth management, investment and asset consulting, self-managed superannuation fund administration and advisory, tax advisory, personal and business accounting, personal risk insurance, business succession, estate planning and administration, private wealth and family office. While our services can be accessed as part of an integrated solution, they are also available separately. MGD is privately owned and we operate under our own Australian Financial Services Licence (AFSL no. 222600).
Company Details
- Employees
- 203
- Founded
- -
- Address
- 175 Melbourne St, South Brisbane,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mgdwealth.com.au
- Keywords
- Wealth Managment, Taxation, Self-Managed Superannuation, Investment, Personal Risk Insurance, Succession Planning, Estate Planning, Transition Planning Australia, Family Office, Private Office, SMSF, Family Governance, Investment Governance, Asset Management, Investment Office.
- HQ
- Brisbane, QLD
Mgd Wealth Questions
Mgd Wealth's website is mgdwealth.com.au
Mgd Wealth's LinkedIn profile is https://au.linkedin.com/company/mgdwealth
Mgd Wealth has
203 employees.
View email and phone details for 203
employees at Mgd Wealth.
Mgd Wealth's industry is
Financial Services
Mgd Wealth's top competitors are
Morgans Financial Limited,
Elston,
Tupicoffs, The Independent Financial Planners,
Fwo Chartered Accountants,
Fitzpatricks Advice Partners,
My Wealth Solutions,
Oxlade Financial,
Findex,
Ah Jackson & Co,
Dickensons Accountants.
Mgd Wealth's categories are Financial Services
Mgd Wealth's founding year is 1981
