Forsyths has a firm belief that our clients successful and happy retirement will only eventuate with careful planning and advice.
Over 20 years ago we recognized that one of the best sources of advice was offered by a company previously called Managed Financial Services and now known as MGD Wealth (MGD).
MGD Wealth is also recognized as a leader by it’s peers in the superannuation and wealth management industry. They are often called upon to present papers at various conferences and they were required to represent the Superannuation industry in the ATO’s Self Managed Superannuation Reform working group as well as being a member of the Federal Treasury Departments Stronger Super Self Managed Superannuation Working Group.
Andrew Albury is one of the Directors of MGD and we are fortunate that Andrew visits our office on a regular basis to provide advice and assistance for our clients wishing to know what they can do with their superannuation, investments and insurances.
Andrew has been actively involved with CPA Australia( The main body setting standards for accountants in Australia) for many years and has significant experience in presenting “cutting edge”workshops and seminars which clarify complex matters in the industry. His work is often used as reference material for other training organizations and financial groups.
We maintain there are many areas of superannuation which are too complex and important in ensuring a successful retirement to be trusted to just anybody.
For that reason we have built a strong relationship with MGD over many years which allows our clients to obtain an unparalleled level of advice and assistance with their retirement strategies.
Our clients know they will be getting quality advice and not an advisors “best guess”. The costs are often significantly lower than advice obtained from other groups offering a much lower standard of knowledge and advice. Cost considerations are obviously important but achieving your financial objectives is of ultimate importance.
MGD spends considerable time working with Forsyths getting to know and understand their client’s needs and objectives to ensure that they are on track to ensuring a comfortable retirement.
Forsyths will arrange a meeting with MGD after initially discussing your needs with your Forsyths accountant.
Forsyths will then work with MGD and you to ensure a better financial outcome.