MGD in South Brisbane, Queensland | Financial service

MGD

Locality: South Brisbane, Queensland

Phone: +61 7 3391 5055

Address: 175 Melbourne Street 4101 South Brisbane, QLD, Australia

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

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02.02.2022 What a great shot! Congratulations Glenn Hilber!

25.01.2022 We will be taking a short break over the festive season. Our office will be closed from 12:00 pm today and will reopen on Thursday 2 January. Wishing you all a safe and happy Christmas and a prosperous New Year from the MGD team.

24.01.2022 Great shots, Jenni!

21.01.2022 Our Director Stephen Furness joined the MGD Mad Jack Racing crew for a beautiful, sunny day out on the water for the Long Passage Race last month. Some great footage from the day below.

19.01.2022 Our 9yr old son, Jackson, had to draw something special from his recent school holidays. It was such a special moment when he came home with his drawing of Mad... Jack and his comments about sailing around St Helena and Green Island. Jack clearly loves having MGD part of our team and did their branding proud..

19.01.2022 Congratulations to MGD Mad Jack Racing for placing second in the recent St Helena Cup! A great result. Stephen Furness from our advisory joined the crew on board - enjoy some photos below.

19.01.2022 Next month, our CEO John Barton will participate in the TRACTION CEO Bike Build a fantastic, hands-on initiative where he will work alongside a TRACTION participant (aged 12-15) who will showcase the skills they have developed at TRACTION and lead John through the process of building a bicycle from scratch. The bike will then be donated to a community group in need. TRACTION is a community-based program that empowers young people who are typically facing a range of personal challenges including necessitous circumstances, mental health issues, social isolation, behavioural disorders, difficult family or domestic environments. TRACTION helps them positively engage with their communities, discover their talents and create their own positive future through programs like the CEO Bike Build.

19.01.2022 Featured today in The Courier Mail. Just over one week left before our CEO John and Executive Director Brett cycle 1,000 km in seven days across the snowy mountains and Victorian Alps from Canberra to Melbourne in an effort to raise much needed funds for the great work done by Ronald McDonald House and AEIOU Foundation. Click below to support them in this challenge. https://www.chain-reaction.org.au/fundraisers/johnbarton https://www.chain-reaction.org.au/fundraisers/brettschmidt

19.01.2022 Recently, our CEO John and Executive Director Brett cycled 540km and climbed 6,000 vertical meters across 5 mountains over 3 days in the Gold Coast hinterland as part of their rigorous training for the 2019 Queensland Chain Reaction Challenge. From 23 March, they will switch their suits for lycra as they ride 1,000km in seven days across the snowy mountains and Victorian Alps from Canberra to Melbourne in an effort to raise much needed funds for the great work done by Ronald McDonald House and AEIOU Foundation. Click below to support them in this challenge. https://www.chain-reaction.org.au/fundraisers/johnbarton https://www.chain-reaction.org.au/fundraisers/brettschmidt

17.01.2022 This Friday, our CEO John Barton will once again participate in the TRACTION CEO Bike Build a fantastic, hands-on initiative where he will work alongside a TRACTION participant (aged 12-15) who will showcase the skills they have developed at TRACTION and lead John through the process of building a bicycle from scratch. The bike they build will be donated to TRACTION as a project for a future participant. TRACTION is a community-based program that empowers young people who a...re typically facing a range of personal challenges, including necessitous circumstances, mental health issues, social isolation, behavioural disorders, and difficult family or domestic environments. TRACTION helps them positively engage with their communities, discover their talents, and create their own positive future through programs like the CEO Bike Build. https://ceo-bikebuild.traction.community/parti/johnbarton62 See more

17.01.2022 With many commentators expressing concerns about current market valuations, the medium-term investment environment is facing a number of complexities and challenges. Next Wednesday we are hosting an exclusive Navigating 2019 forum where we will hear from leading investment experts on what this environment may entail and how best to structure and equip portfolios to deal with and navigate the road ahead. If you are interested in coming along and would like further information, please get in touch with Daniella on (07) 3391 5055 or via [email protected] who can send you through an official invitation.

15.01.2022 After months of rigorous training and preparation, John and Brett crossed the finish line of their incredible, epic, challenging, exhausting yet fulfilling 1,000 km ride from Canberra to Melbourne on Friday afternoon. The aim of the challenge, which saw the peloton tackle 7 mountains in 7 days in sometimes numbingly cold conditions, was to raise much-needed funding for two very important childrens charities. With thanks to the generous donors and sponsors, the Queensland Cha...in Reaction peloton raised more than $1 million to support AEIOU Foundation and Ronald McDonald House in undertaking their life-changing work and initiatives. If you wanted to support John and Brett but havent had a chance its not too late. You can donate via the links below. https://www.chain-reaction.org.au/fundraisers/johnbarton https://www.chain-reaction.org.au/fundraisers/brettschmidt

14.01.2022 Earlier this month, our CEO John Barton participated in the first TRACTION CEO Bike Build, a new fundraising initiative which supports vulnerable youth to build self-esteem, find a sense of belonging and discover their future potential. The event was a huge success, having raised more than $50,000 for TRACTION to continue delivering programs for young people in need. Check out some of the photos and videos from the event via the link below.

14.01.2022 On Thursday 17 October, we will be hosting a webinar for Australian expats planning on returning to Australia and we invite you to join in. Richard Marsden, Charlie Vincent and Alec Berry from our firm will answer the key questions that expats should be asking before returning to Australia. The webinar will be recorded and available for later viewing if you cant make it live, just register via the link below and we will send it through. If you are based in Hong Kong, Richard will be running a seminar on the same topic on 22 October. We welcome you to get in touch if you are interested in attending the seminar.

14.01.2022 We are excited to announce that Graeme Del Favero has joined our wealth management team as Senior Client Adviser. https://mgdwealth.com.au/mgd-welcomes-new-year-new-appoint/

13.01.2022 A fantastic shot of MGD Mad Jack Racing from last weekend's RQYS Gold Cup.

13.01.2022 On Sunday, a few members of our team attended a School of St Jude Fundraiser Breakfast hosted by Rotary Club of Brisbane High-Rise where they heard from Gemma Sisia, Australian humanitarian and founder of The School of St Jude. Located in Tanzania, The School of St Jude provides free, high-quality education to children who due to poverty and social pressures would otherwise be unlikely to complete their schooling. The school exists and operates thanks to Australian donors.

13.01.2022 Our Director Stephen Furness recently joined the crew on board MGD Mad Jack Yachting for the Kingfisher Night Race series - a beautiful early evening out at sea!

13.01.2022 Last Friday evening, our Client Adviser Alec Berry presented to Griffith University 5th year dental students, sharing tips and insights on how to get financially on track as they get ready to kick-start their careers.

12.01.2022 Thank you to Business South Bank for putting on another great Thought Leadership Breakfast. It was an absolute pleasure to once again sponsor such a fantastic, thought-provoking event.

11.01.2022 Fantastic footage below of MGD Mad Jack Racing in the Noakes Sydney to Gold Coast Yacht Race 2019!

11.01.2022 Our CEO John Barton sharing his insights into the technology stack at the 2018 InvestTech conference taking place today in Sydney. #InvestTech2018

11.01.2022 Yesterday, we hosted our webinar, "Seeking Safe Passage: Personal Financial Strategies for Times of Crisis" where Dr Michael Drew and Richard Marsden shared their expertise, thoughts and views on what investors and retirees are facing in the unfolding crises triggered by the global Coronavirus (COVID-19) pandemic. In the first half of the webinar, Dr Michael Drew gave an insight into the public health, economic and investment dimensions of the current environment. He also dis...cussed important considerations for investors as they seek to build their personal balance sheets with purpose. In the second half of the webinar, Richard Marsden explored the importance of life stage and financial modelling in building an investment strategy. He also outlined eight key portfolio strategies to consider in the midst of uncertain times, and discussed the importance of estate planning and personal insurance. If you missed it, you can view the recording below.

11.01.2022 Earlier this month, a few members of our team assisted Rotary Club of Brisbane High-Rise and Rotaract Club of Brisbane Rivercity to clear up a garden bank at the Queensland Maritime Museum in preparation for a commemorative garden for the 100 year anniversary of the end of WW1. More photos over at the Rotary Club of Brisbane High-Rise Facebook page.

10.01.2022 If you missed our recent Investor Forum, here's an insight into what our guest speakers discussed.

10.01.2022 On Tuesday, we hosted a webinar, The Human Side of Crisis Management, where our presenters, Janine Walker, Hon. Bernie Ripoll and Dr. Michael E. Drew, shared their insights into how human resource leaders and executives can make a meaningful difference to how their staff cope with financial stress. If you missed it, you can view the recording below.

10.01.2022 Some great footage from the recent Property Industry Foundation Charity Sailing Cup in which MGD Mad Jack participated. Directors Stephen Furness and Andrew Albury joined the crew on board for the day. All funds raised from the event help Property Industry Foundation continue the important work they do in changing the lives of at-risk and homeless young people.

09.01.2022 Last Wednesday, we hosted our Navigating 2019 Forum where we welcomed clients and friends of the firm to hear from two special guest speakers, David Hudson from Perpetual and Professor Michael Drew from Drew, Walk & Co. By all accounts, the guests found the night enjoyable and informative. Heres an overview from the night.

09.01.2022 We are looking forward to attending the upcoming Business South Bank Thought Leadership Breakfast this month, of which we are also proud sponsor of.

08.01.2022 Would you like to join our team? If you have experience as an Events and Office Administrator or are a Tax Accountant looking for an exciting new opportunity, please click the link below for further information. If you believe you are a suitable candidate, please get in touch with Mrs Jenny Wood on (07) 3391 5055 or via email at [email protected]. https://mgdwealth.com.au/careers/

08.01.2022 Well done MGD Mad Jack Racing!

08.01.2022 Well done to the MGD Mad Jack Yachting crew who competed in the final race of the RQYS Winter Series over the weekend. Our CEO John Barton and Executive Director Brett Schmidt joined the crew on board for the day.

07.01.2022 Well done to the MGD Mad Jack Racing crew who finished 31st in overall ORCi and 4th in their division at the Noakes Sydney to Southport race over the weekend!

07.01.2022 A great afternoon out on the bay last month!

06.01.2022 This week, our Director Stephen Furness attended and spoke at the Hannemann & Brown Wealth Symposium 2019 a discussion-based, invitation only event, bringing together a delegation of Australian advisers to identify and discuss key decisions regarding asset allocation and investment strategy. Stephen presented on Blending Art and Science in Investment Committees alongside Tim Farrelly, Principal of Farrelly's Investment Strategy.

05.01.2022 We will be taking a short break over the festive season. Our office will be closed from 5 pm today and will re-open on Thursday 3 January. In the spirit of Christmas, we had to share these MGD-branded gingerbread biscuits one of our SMSF team members baked for the office. Wishing you all a safe and happy Christmas and we look forward to working with you again in the New Year.

05.01.2022 On Saturday, our Director Stephen Furness joined the Mad Jack Racing crew for a great day out on the bay.

05.01.2022 Congratulations to the MGD Mad Jack Yachting crew who finished in 4th place in the St Helena Cup!

04.01.2022 Recently, we hosted our 2018 Investor Forum. The event took place at The Grove in the CBD with a great line up of speakers, including John Barton (MGD), Stephen Furness (MGD), Martin Goss (Willis Towers Watson), Nikki Thomas (Alphinity Global), Steven Kempler (Maple-Brown Abbott) and Ben Kilmartin (Consultant to the MGD Investment Committee). Thanks to everyone that came along. By all accounts, the guests founds the night enjoyable and informative. Heres some photos from the evening.

04.01.2022 Our Client Adviser, Alec Berry, shares his insights into why thinking like a CFO can help get you on track to hitting your personal, business and lifestyle goals.

04.01.2022 Boutique financial firm MGD has welcomed a new member to its team. Meet Graeme!

02.01.2022 Earlier this month, MGD proudly sponsored the Longreach Flyers Ball which took place at the Longreach Show Grounds. Our Directors, Stephen Furness and Andrew Albury, attended the event which raised much needed funds for the Royal Flying Doctor Service and the Longreach Hospital Auxiliary Club. Heres some great shots from the night, taken by Sally M Photography.

02.01.2022 Our Director Andrew Albury has recently returned from a trip to Tanzania where he, alongside members of the Rotary Club of Brisbane High-Rise, made a visit to The School of St Judes. Officially opening in 2002, St Judes provides free, high-quality education to children who due to poverty and social pressures would otherwise be unlikely to complete their schooling. The school exists and operates thanks to Australian donors. Pictured below is Andrew, his wife Anne, daughter Hannah and school girl Maureen whom Andrew and his family sponsors.

02.01.2022 Wishing the MGD Mad Jack Racing crew all the best in the Sydney Gold Coast Yacht Race this weekend!

20.12.2021 Episode 6 of the #MindstoMarkets #podcast is now live with special guest Dr Tracey West PhD, Accounting, Finance, and Economics Lecturer at Griffith University who discusses behavioural, household, and personal finance, and how to navigate uncertainty in markets. https://minds-to-markets.simplecast.com//episode-6-with-dr

15.12.2021 You can listen to the latest episode of the Minds to Markets podcast below in which special guest Beth Mohle AM, Secretary of the Queensland Nurses and Midwives' Union, discusses the intersection of health care and wealth care for Australians in light of her background, training, lived experiences, and various roles. https://minds-to-markets.simplecast.com//episode-5-with-be

27.11.2021 In case you missed it, here is a conversation that Richard Marsden and Alec Berry from our advisory had with Australian Aviation recently about the importance of personal financial modelling in adding clarity and purpose to financial decision-making. #podcast

19.11.2021 Mikaela Holmes from our Wealth team recently joined the QSuper Fund She's on Q panel to discuss rebuilding your financial position and returning to work after taking parental leave or extended time off from work. Listen in on the discussion below!

12.11.2021 Episode Four of the Minds to Markets podcast is now live! Hosts John Barton and Dr Michael E. Drew speak with special guest Jeremy Duffield, Chairman and Co-Founder of SuperEd Pty Ltd. Listen in on the conversation below. https://minds-to-markets.simplecast.com//episode-4-with-je

24.10.2021 It was great to be at the Australian Veterinary Association (North and Central Queensland Branch) meeting in Longreach last weekend!

12.10.2021 Episode Three of the Minds to Markets podcast has now gone live! Hosts, John Barton and Dr Michael E. Drew, PhD, speak with special guest Michael Furey CIMA, Managing Director of Delta Research & Advisory, who shares how he applies his knowledge and passion for quantitative analysis in the fields of investment strategy and selection, and portfolio construction. https://minds-to-markets.simplecast.com//episode-3-with-mi

02.10.2021 Our Chief Executive Officer, John Barton, recently launched a podcast with Managing Partner of MGD Private, Dr Michael E. Drew, called Minds to Markets. Listen in on the first episode below where they were joined by Hon Bernie Ripoll to discuss investing and decision-making through a political, entrepreneurial, and risk management lens. https://minds-to-markets.simplecast.com//episode-1-with-ho

28.09.2021 We managed 7th across the line and 9th on handicap in the MCC Big Lap. So many boats on the water with light and variable conditions. The new DoyleSails are fa...ntastic and we definitely have more power. The new A2 certainly stands out and we couldn’t have done the enhancements without the support of MGD. It was only fitting that we had one of the MGD Directors and Head of Wealth (& our personal adviser) Stephen Furness sailing with us for the first hoist!! The family had a great day and all the kids did really well. Sorry for the poor quality of my photos..