Lucy Zhang's Colleagues at MGD Wealth
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MGD Wealth
Lucy Zhang's Company Details
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.