Mission, Vision & Values

Our Value Proposition

We strategically partner with a select number of professional firms to deliver integrated advice and services to private clients. We strongly believe in the power of synergy and that by working in close collaboration with our professional team we can achieve better outcomes for our mutual clients benefiting the individuals and businesses that we work with. This collaboration allows us to specialize in supporting the needs of that by working together we can achieve better outcomes for mutual clients, to the benefit of the individuals and businesses involved. Our core team specialise in the needs of widows, divorcees, private clients’ trustees and beneficiaries, providing comprehensive financial planning to coordinate all aspects of the client’s financial affairs. The MDG Professional approach will decrease risk, increase income, and improve client engagement.


Financial forecasting is at the very heart of all our advice, it allows us to identify and agree your financial planning objectives then creates a yardstick against which we measure progress towards achieving those objectives over the longer term using structured reviews.


By working with leading investment houses to manage wealth our vision is to build a sustainable long-term association with clients supporting them throughout all stages of their personal and business lives – as well as their families and business associates.


We hear a lot about “social responsibility”, our interpretation of this expression is to use technology to work with clients at arms’ length reducing the time we spend travelling and exploring ways to provide practical financial planning tips – these podcasts demonstrate that value.