Trusted for over two decades. Defined by independence, discipline, and client-first advice.
PMCG Pty Ltd, trading as MCG Wealth Management, is an Australian Financial Services Licensee (AFSL No. 281846), authorised by the Australian Securities and Investments Commission (ASIC). Established nearly 25 years ago, we are a proudly family-owned and operated firm with an enduring commitment to placing our clients’ interests first.
From inception, our philosophy has been clear: deliver authentic, high-quality advice underpinned by a deep understanding of risk — especially in the design and management of investment portfolios.
Purposeful Growth, Enduring Values
Over the years, we’ve grown with intent. We are large enough to offer access to institutional-grade investment opportunities, infrastructure, and operational capabilities — yet remain deliberately unaligned and agile. This balance ensures we stay aligned with the unique needs of every client, unbound by product ties or external ownership.
Today, we manage over $800 million in client assets. This scale enables access to leading global markets while preserving the boutique, high-touch service experience that has defined us from the start.
Global Expertise, Local Alignment
Our investment framework is supported by insights from global macroeconomic experts in Europe and North America, enhancing our ability to anticipate and navigate complex market cycles. We are also proud to be the only non-North American firm offering access to a sophisticated Portfolio Optimization Engine — a proprietary tool that delivers personalized portfolio design based on each client’s circumstances, needs, and prevailing market conditions.
In managing our flagship MCG Endowment Strategy Fund, we partner with BlackRock Alternatives Advisors (Seattle), drawing on a 15-year track record of consistent, stable returns across market environments.
Precious Metals Through The Perth Mint
For more than two decades, we have also been Authorised Dealers of the Perth Mint Certificate Program, offering secure, direct access to gold and silver investments — an important diversification pillar for many of our clients.