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, as well as estate planning and administration. 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).

Website: http://www.mgdwealth.com.au

Employees: 210

HQ: +61 7 3391 5055

Location: Brisbane, Queensland, AU

Revenue: $9 million

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MGD Wealth is a leading financial services company located in Brisbane, Australia. With a team of experienced professionals, they offer a comprehensive range of financial advice solutions tailored to meet the unique needs of their clients. Their services include taxation, superannuation, investment, personal risk insurance, succession planning, and estate planning. MGD Wealth's unique selling point is their ability to provide all the financial advice a client needs under one roof. Their team of experts, including accountants, taxation specialists, and financial advisors, work together to create a Total Wealth Management solution that is tailored to each client's specific business and financial goals. They also collaborate with other professional advisors, such as accountants, financial planners, bankers, and lawyers, to ensure that their clients receive the best possible financial advice. The company's vision is to be a market leader in the private wealth management industry, and they are committed to providing their clients with integrated solutions that deliver complete financial clarity. Their team of experienced professionals, including Director and CEO John Barton, Owner Susan Howell, MD BINAL SHA

MGD helps people who own businesses, professionals, and retirees by giving them advice on how to manage their money. They work with experts in taxes, superannuation, investing, and insurance to make sure their clients have a plan for their money that works well for them and their families. They work with other experts, like accountants and lawyers, to make sure their clients have the best advice possible. They want to be the best in the private wealth management industry by giving their clients the best advice and working well with other experts.