MGI Perth

Financial planning

Alex Davis

Senior Manager, Superannuation, Estate Planning & Asset Protection

Alex has over 21 years’ experience in accounting and taxation, including eight years in the financ...

Life changes constantly. To ensure that our clients are prepared for the challenges that may come up in life, MGI’s financial planning team provide advisors they can trust, advice they understand and help that is right for their lifestyle, financial goals and stage in life.

MGI’s financial planning service is personalised to our clients’ needs. With the vast range of investment options and financial information available today, we carefully select best of breed products to ensure our clients have the best prospects of achieving their wealth creation goals.

MGI’s Financial Planning services include:

  • Wealth creation, accumulation and consolidation
  • Investment placement and advice
  • Wealth protection and life insurance
  • Retirement planning
  • Superannuation advice and planning
  • Succession planning
  • Estate planning
  • Asset protection

Our firm is independently owned and we provide our clients with advice that is truly independent and based on detailed research. This means our clients’ choice of investment products is not influenced by external parties – an important consideration in today’s risky market.

Estate Planning 101

Almost every client admits to delaying the preparation of their Will. But estate planning isn't just having a Will. It's also about tidying up business structure and succession planning LEARN MORE...

Graduates

Come and meet us at the 2012 ICAA Employment Evening! Our friendly team will be there to answer all your questions about working for us and how to apply...LEARN MORE...

Careers at MGI

Are you ready to make an impact? We currently have a number of exciting positions within various divisions in our practice...LEARN MORE...