mgd

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 more than 45 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, as well as estate planning and administration. 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).

Coal LSL

Established by the Coal Mining Industry (Long Service Leave) Administration Act 1992 (The Act), the Coal Mining Industry (Long Service Leave Funding) Corporation (Coal LSL) is responsible for the administration of the Coal Mining Industry Long Service Leave Fund (The Fund).

Australian First Mortgage Pty Ltd

Established in 2003, Australian First Mortgage (AFM) is an award winning non-bank mortgage manager. It is a wholly Australian owned business offering competitive residential finance to the Australian market. AFM is funded by a select group of Australian banks and wholesale lending institutions; including Bendigo and Adelaide Bank, NAB’s Advantedge Financial Services, Resimac, and Pepper Money. The company has funds under management in excess of $4 billion. AFM operates from its head office in Broadbeach, QLD, and also has a national network of fully-fledged branches in Victoria, New South Wales, South Australia, and Western Australia. Since its inception, AFM has embarked on a carefully constructed yet aggressive growth path and today it employs in excess of 100 staff members, making it one of Australia’s fastest growing non-bank lenders. AFM has maintained its high levels of service through the use of technology, solid infrastructure and the recruitment of skilled, industry-savvy personnel. AFM has more than three hundred and fifty accredited broker groups on its national panel, which gives the business access to in excess of five thousand individual loan writers nationally. To facilitate this, AFM maintains an active presence on the panel of many of the country’s leading aggregators; including Connective, LoanMarket, Finsure, Vow and PLAN, FAST and Choice.

The Mutual Bank

Maitland Mutual Limited, trading as The Mutual Bank, is a member-owned financial institution committed to delivering industry leading financial products and services to the Hunter Region. Established in 1888, The Mutual Bank is #heretohelp and has provided strength, security and stability over the years to personal and business members; through floods, depression, financial crisis, coalfield riots, and most recently the coronavirus pandemic. The Mutual Bank values community; and is an active supporter of local initiatives including education, sports, charity, cultural interest groups and community organisations. Talk to us… for all your banking needs. We are #heretohelp our local community through this challenging time, and have branches open for business in Maitland, East Maitland, Rutherford, Mayfield, Raymond Terrace and Dungog.

Pengana Capital Group

Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian equities, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors. Founded in 2003 and headquartered in Sydney, with offices in Melbourne and Singapore, we have investment teams based in Sydney, Melbourne, Singapore, Chicago, Boston and London. Pengana’s premium investment products employ active strategies with non-benchmark mandates, giving our investment teams the freedom to invest in their best ideas. We have a proud history of employing leading in-house investment teams to manage our investment funds and partnering with exceptional investment managers around the world, to ensure that our clients have access to the highest calibre investment teams in their category. Our investment managers are equity partners in their individual businesses, and as such their goals are completely aligned with those of our investors. While each investment team has their own investment strategy and philosophy, they are united by our collective belief in detailed fundamental company analysis and benchmark unaware, active management. For investors seeking responsible investment solutions that also meet their financial goals, Pengana offers a range of products that allow investors to align their portfolios with their principles without compromising their investment returns.