Paul P McGoldrick
B.Com, M.Com, DipFP, CFP

Paul P McGoldrick is the Founder and Managing Director of MCG Wealth Management, an office that provides wealth management services to a select client base of wealthy individuals, families and foundations. His primary focus is to service and assist his clients in the management of their assets. He presently manages assets under advice of over $350 million.

Over his nearly 30 years in the wealth management industry, he has been responsible for assisting private clients and institutions in Australia and globally in Canada, USA, Europe and Asia. He was a Vice President with Merrill Lynch in New York and Canada for over 13 years. He was a Managing Director of the New York investment banking firm Furman Selz Mager Dietz and Birney who were subsequently acquired by ING. He was a consultant to the Canadian investment firm Loewen Ondaatje McCutcheon responsible for international private clients. He worked as a full time advisor for a period of time to an ultra-affluent British investor based in Monaco. More recently he was a Director of PricewaterhouseCoopers in Sydney and a Director trustee of the PwC Superannuation Fund. He ultimately left the world of large financial institutions upon realising his clients were not receiving objective advice, access to outside investment services that better suited their needs and personal services that so many of the affluent needed in order to simplify their lives.

MCG Wealth Management focuses exclusively on identifying the asset management and other needs of their clients and locating the very best service providers to fulfil those needs. Significant time is also devoted to the coordination of the client’s advisors, including legal, accounting, insurance and other professional advisors to ensure all are working in concert.