MDK Wealth Management

MDK Wealth Management Follow

We have more than 20 years experience in financial services ranging from superannuation, investment, insurance and estate planning strategies.

http://www.mdkwealth.com.au/

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Great to get to the Adviser Innovation Summit 2018, gaining some insight into technology usage across the AdviceTech Sector. In particular enjoyed the @mcsaatchipr presentation on 'developing a culture of Innovation'. #MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser#lookingoutforyou #financialadvice #finances #businessofinstagram#professionaldevelopment #conference #Netwealth #adviserinnovation #aisummit2018
Happy mother's day to all the Mums out there, from the team at MDK Wealth Management. 
03 5133 9117
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Autumn is here... And so is our free newsletter!

If you would like to get our investing, tax and financial planning, wealth management and business insights delivered to your inbox, head to www.mdkwealth.com.au to subscribe.

03 5133 9117

#MDKWealth #Superannuation #Investment #Insurance #financialplanning#wealthmanagement #wealth #MDKWealthManagement #financialadviser#lookingoutforyou #financialadvice #Autumn #newsletter #financialbusiness #investing #investmentadvice #retirement #moneymanagement #stocks #shares #money #exchangetradedfunds #managedfunds #financialgoals #investor #invest #businessofinstagram
The office will be closed for Anzac Day Wednesday 25th April 2018.
We will re-open on Thursday.

03 5133 9117
www.mdkwealth.com.au 
#MDKWealth #anzacday #publicholiday #neverforget
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 to consider; rising interest rates and Bond yields, and in particular ‘the rate’ of which they change will most likely be the significant factor.

We like the Asian Tech Story, and Charlie Aitken (Aitken Investment Management, AIM Global Conviction Fund) was a breath of fresh air.

There was great interaction between the panelists, providing some interesting dialogue and insights into their thoughts on the economy and their respective investment vehicles.

Well done Switzer!

For some great Investment insights, please feel free to give us a call

www.mdkwealth.com.au
ph (03) 5133 9117
Facebook: @MDKwealth
Twitter: @mdk_wealth

#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances #financialbusiness #investing #investmentadvice #retirement #moneymanagement #stocks #shares #money #exchangetradedfunds #managedfunds #financialgoals #businessofinstagram #professionaldevelopment #PeterSwitzer #CharlieAitken #Switzer #aim
3 HIGH PERFORMANCE TIPS FROM GRANT HACKETT OAM 
The team at MDK recently attended the InterPrac Financial Planning Annual Conference where the keynote speaker was world and Olympic champion Grant Hackett OAM. 
Grant provided his 3 tips for high performance: 
1.	Have a clear definition of SUCCESS and FAILURE.
2.	PASSION. The passion must be enough to overcome adversity to achieve the outcome
3.	3. COMMITMENT. Be prepared for the discipline and sacrifice… You have got to want it. 
This resonates with the MDK Wealth Management philosophy, http://mdkwealth.com.au/philosophy/commitment/, of where we agree that the counterparts to commitment are discipline and sacrifice. “We take a disciplined approach with all our investment and strategic advice, and continually ensure we are at the cutting edge of the industry.” To read more about MDK’s philosophies go to our website: http://mdkwealth.com.au/philosophy/ 
03 5133 9117
Facebook: @MDKWealth
Twitter: @mdk_wealth 
#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances #financialbusiness #investing #investmentadvice #retirement #moneymanagement #stocks #shares #money #exchangetradedfunds #managedfunds #olympian #inspiration #swimminglegend #definitionpassioncommitment
Wishing everyone a safe and happy Easter from all the team at MDK Wealth Management.

Please note – The office will be closed from 5pm on Thursday 29th March and will re-open at 9am on Tuesday 3rd April.

Also, don’t forget to turn your clocks backwards on Sunday morning (2am) for daylight savings.

www.mdkwealth.com.au
03 5133 9117
Facebook: @MDKWealth
Twitter: @mdk_wealth

#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances
#Easter #daylightsavings #financialbusiness#investing #investmentadvice#moneymanagement #stocks #shares #money #financialgoals #investor #invest#businessofinstagram #officeclosed #publicholidays #dayoff #chocolate #overindulgence
MDK Wealth Management was pleased to participate in the Initial Public Offering (IPO) of Trimantium GrowthOps; ASX code TGO.
TGO listed on the ASX on Friday 16th March. The IPO price was $1.00 per share and the opening price was $1.22. Today (26/03/18) TGO closed at $1.30.
The company is the result of an 8-company mega-merger between a collection of 15 entrepreneurs and is set to target the business transformation market.

Pictured is GrowthOps managing director, Phillip Kingston (L), and chairman, Dominique Fisher (R) officially ringing the ASX bell. For more information: https://www.growthops.com.au/2018/03/growthops-debuts-australian-securities-exchange/

www.mdkwealth.com.au
03 5133 9117
Facebook: @MDKWealth
Twitter: @mdk_wealth

#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances
#TGO #IPO #financialbusiness#investing #investmentadvice#moneymanagement #stocks #shares #money #financialgoals #investor #invest#businessofinstagram
InterPrac Annual Conference 2018 
Every year the team at MDK Wealth Management attend our dealership’s annual conference, and this year InterPrac Financial Planning held their conference at the Melbourne Convention Centre.
It is a busy two days of investigating some of the latest investments trends, products and services within the financial services sector.
We get to personally meet some of the investment fund managers and product providers to gain a better insight and understanding of their strategies and philosophies, and what ultimately drives their performance.
We also brush up on the latest Centrelink issues and this year had an increased focus on ‘aged care’, something that will affect us all at some stage in our lives. 
Ultimately,  all this is designed for us to better assist our clients. 
This event is not only about professional development, but also networking with our peers, fund managers and the management team from InterPrac Financial Planning. 
As always, we all found it exceptionally insightful and helpful, and look forward to next years conference. 
www.mdkwealth.com.au
03 5133 9117
Facebook: @MDKWealth
Twitter: @mdk_wealth 
#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances #professionaldevelopment #InterPracFinancialPlanning #conference #centrelink #agedcare #businessofinstagram #moneymanagement
The MDK team had the great pleasure of listening to @grant__hackett speak at the InterPrac Conference in Melbourne today! Grant is not only an amazing swimmer but a great speaker too. 
#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances #financialbusiness #smallbusiness #professionaldevelopment #InterPracFinancialPlanning #conference #melbourneconventioncentre #learning #businessofinstagram #SequioaGroup #olympian #greatspeaker #inspiration #swimminglegend #definitionpassioncommitment #feelingshort

www.mdkwealth.com.au
03 5133 9117
Mike, Kelly & Jess are attending the InterPrac Conference in Melbourne today. We strongly believe in continuing professional development. 
#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances #financialbusiness #smallbusiness #professionaldevelopment #InterPracFinancialPlanning #conference #melbourneconventioncentre #learning #businessofinstagram #SequioaGroup 
www.mdkwealth.com.au
03 5133 9117
Some wise words from one of the greatest investors of all time, Mr Warren Buffet.

#MDKWealth #Superannuation #Investment #Insurance #financialplanning #wealthmanagement #wealth #MDKWealthManagement #financialadviser #lookingoutforyou #financialadvice #finances #warrenbuffet #investing #investmentadvice #money #financialgoals #pricevsvalue

FB: @MDKWealth
www.mdkwealth.com.au
03 5133 9117