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 50 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).

MGD Wealth

Paul Bodimeade

This department focuses on managing client relationships and ensuring high-quality service delivery.

Client Services

This department provides financial guidance and investment strategies tailored to individual client needs in wealth management.

Wealth Advisory

This department manages financial records, oversees budgeting, and ensures compliance with tax regulations.

Accounting and Finance

This department manages the administrative and operational functions of family office services.

Family Office Operations

This department provides strategic insights and guidance for personal and group insurance products.

Insurance Advisory Solutions

This department oversees strategic direction and management within the organization.

MGD Wealth

Org chart

Teams

Client Services

Wealth Advisory

Accounting and Finance

Family Office Operations

Insurance Advisory Solutions

Leadership

Offices

MGD Wealth

Org chart

Teams

Client Services

Wealth Advisory

Accounting and Finance

Family Office Operations

Insurance Advisory Solutions

Leadership

Offices

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