MDK Wealth Management provides a boutique financial planning service, offering an extensive range of wealth accumulation, protection, and investment services.
We have broadly categorised our offerings into three main categories:
Please find attached our financial services guide:
InterPrac-FSG-Part1&Acknowledgement(v11.0)-Final-22102018 (PDF, 293kB)
No matter what stage of life you are at, whether it be just entering the workforce and saving for your first home, building an investment portfolio or considering retirement, all our services are tailored to your unique situation. Our clientele also vary in occupations, from self employed tradespeople to sole practitioners, company directors, consultants, contractors and employees.
Whether you are working part time, full time, casual, or taking a break between jobs, your financial obligations continue in life, and it is our aim to be along side you providing assistance in your financial affairs, essentially ‘Looking out for you’.
