Wealth Management

Number of current clients
we service
0 +
Number of charities we
currently support
0 +
Average number of years
servicing an MGI client
0 +

Are you interested in this service? Call us now today!

About

Wealth Management Services

Sometimes, when you’re so involved in growing your business, it can be difficult to find the time to attend to your personal finances. Yet decisions you make each day can significantly impact your long term personal wealth. As a business owner, you have the added risk of potentially losing personal assets should anything go wrong. Getting the right financial advice covering estate planning, asset protection and superannuation is crucial. This is where MGI’s wealth management services can help you to develop a plan that includes setting goals.

Having the support of an expert wealth management consultant can give you peace of mind when making significant business decisions. At MGI South Queensland, we help you to manage your personal wealth so you can be free to focus on growing your business. With a wealth management consultant available today in Brisbane and on the Gold Coast, we will help you protect your assets and build your wealth portfolio.

Our wealth management consultant can help you with:

How we can help

tpi-illustration-img-1

Protect your assets

We’ll help you structure your assets to minimise tax and your exposure to creditors.

tpi-illustration-img-2

Protect your family wealth

We can help protect your assets from potential family disputes and ensure your loved ones are provided for as you intended.

tpi-illustration-img-3

Prepare for retirement

We’ll help you structure your superannuation to preserve your wealth for longer. Are your assets protected from potential creditors or family disputes? Book an obligation-free consultation today with an MGI wealth expert to discuss asset protection strategies.

tpi-illustration-img-4

Build your wealth portfolio

We’ll help you build your wealth and free up cash for other investments.

Ready to get started?

Fill out this form and we’ll be in touch

This field is for validation purposes and should be left unchanged.
Logo

Subscribe Now

Enter your details to access the guide

This field is for validation purposes and should be left unchanged.
Our Details
Postal Address
GPO Box 1087 Brisbane QLD 4001

Share This

Select your desired option below to share a direct link to this page.
Your friends or family will thank you later.