MGD works with business owners, professionals, and retirees to design and implement a financial advice solution that seamlessly blends taxation, superannuation, investment, and personal risk insurances interwoven with succession and estate planning to ensure optimal financial outcomes for our clients and their families. We are in a unique position to give you all the advice you need under one roof, with an experienced team of accounting, taxation, and financial advice experts who work together to create a Total Wealth Management solution tailored to each client's specific business and financial needs. We are regularly consulted by other professional advisers, including accountants, financial planners, bankers, and lawyers, to enhance their client's overall financial advice solution. Our point of difference is not only in the capability of our specialist financial advice offering but also in our expertise in working with other advisors as a valued member of their clients' financial advisory team. Our vision is highly aligned to achieving the goals and aspirations of our clients, our team, and our advice partners. We aim to be a market leader in the private wealth management industry through our commitment to providing our clients with integrated solutions that deliver complete financial clarity.

Website: mgdwealth.com.au

Employees: 100 - 249

HQ:

Location: Brisbane, QLD, AU

Revenue: 5 - 10 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.