A huge Congratulations to our dealership Interprac Financial Planning on winning the 2018 IFA (Independent Financial Advice) Excellence Awards for the second year in a row! An outstanding victory, particularly in going ‘back to back’ and truly reinforces the MDK belief in ‘pursuit of excellence’ and adopting a ‘best of breed’ strategy in the industry. Mike Kolody once again travelled […]

The ultimate trophy in classic show car style, and commitment to excellence, Pebble Beach Concours d’Elegance….2018 Best of Show, 1937 Alfa Romeo 8C 2900B Touring Berlinetta. Resonating with MDK’s own philosophy of ‘Arete’, the pursuit of excellence, with our commitment to both you our loyal client, helping you achieve your  financial goals, and our own personal commitment as Industry Professionals […]

It’s the start of a new financial year, and what better way to get your finances in order, by calling and making a time to come in and review your Superannuation, Investments and Insurance. Please call (03) 5133 9117.  

Have you ever considered investing in Global Robotics & Artificial Intelligence (AI), driving the “Fourth Industrial Revolution”? MDK Wealth Management  is excited to offer an investment opportunity into Global Robotics & AI (Sequoia Launch Series 38), via a leveraged growth play; it is offered as a 100% geared investment over a 50/50 portfolio allocation across the 2 leading US listed Exchange […]

It was great to get to the Adviser Innovation Summit 2018, gaining some insights into technology usage across the AdviceTech Sector.  In particular enjoyed the M & C Saatchi presentation on ‘developing a culture of innovation’.

It was great to get to the Switzer Investor Strategy Day this week, meeting Peter Switzer himself along with a host of other Industry professionals. There were some great speakers covering various investments options, with the focus on ‘How to to Make Money in a Mature Bull Market’ The obvious ‘Trump Factor’ was prominent, along with usual list of things […]