Share Trading

For those with available cash, times like now when asset values are low typically present a good time to invest. Our qualified planners can assist you to make the right decisions between risk/reward and returns – our Accountants can assist with the tax side of things too.

We have Managed Discretionary Accounts available, using a managed account allows you to gain access to M Group’s investment management expertise alongside a range of external investment managers utilising a model portfolio approach. Other benefits: Eliminates the need to constantly obtain your agreement or instructions to sell, buy, apply for or redeem investments in financial products to provide an efficient service. 


  • Allows for daily monitoring and active management of your portfolio.
  • Allows for an immediate response to changes in the market.
  • Administration convenience and cost saving.
  • Allows you to view portfolio transactions and reports at any time of your convenience.
  • No exit fees are involved.

Financial Planning

Financial Planning Services

Personal & Business Insurance

Protect yourself, your family and your business. From life insurance, to income protection, to business expenses insurance, we've got you covered.

Share Market Trading

For those with available cash, times like now when asset values are low typically present a good time to invest.

Retirement Planning

Retirement planning is essential to ensure you have the right strategies in place for a comfortable retirement.

Superannuation

Contributing to your Superannuation can be tax effective while also helping to ensure you have enough money to retire comfortably when the time comes.

Aged Care Assistance

Australian Government funded aged care services are available to those aged 65+ or from the age of 50 and above for Aboriginal and Torres Strait Islander people.

Investment Advice

There are a lot of options out there for investing your money. Our qualified Financial Planners are equipped with all the latest knowledge to suit your situation.

Monthly Performance Updates

Download the Monthly Performance Reports from our Investment Portfolios here.

Financial Services Guide

Download the Monthly Performance Reports from our Investment Portfolios here.