Accountants for High Net Worths

We understand that high-net-worth individuals require more than standard accounting services. Managing substantial wealth involves intricate financial planning, strategic investment decisions, and careful estate management. Our dedicated team offers personalised solutions to help you preserve and grow your wealth, ensuring it aligns with your long-term objectives and family legacy.

Tailored Accounting & Advisory Services for High-Net-Worth Individuals

High-net-worth individuals face a complex web of financial considerations—from asset protection to succession planning and philanthropic structuring.

At MGI Dobbyn Carafa, we tailor every strategy to the intricacies of significant wealth, ensuring your financial legacy is both preserved and positioned for growth across generations.

We understand that wealth often spans across jurisdictions and asset classes. Our advisors assist with cross-border tax implications, investment structuring, and governance frameworks that provide clarity, control, and compliance—critical for individuals with diverse portfolios and global interests.

For those managing family enterprises or trusts, we offer bespoke family office support. From consolidating reporting across entities to creating intergenerational wealth transfer strategies, our goal is to ensure long-term sustainability while upholding your values and vision

Success & Legacy Planning

We work closely with you to develop intergenerational wealth transfer plans that reflect your family’s values, maintain governance, and preserve wealth well into the future.

Cross-Border Expertise

For High-Net-Worth Individuals with international assets or residency considerations, our global network ensures your affairs are compliant across jurisdictions while optimising outcomes in line with your broader investment strategy.

But don't just take our word for it...

Reviews & feedback

Louise Dawson

CEO Australia and New Zealand - DefibsPlus

"We have engaged MGI Dobbyn Carafa for the last 10 years for professional services. We continued to be extremely satisfied with their services as they help us to navigate through a continually challenging compliant landscape in business. MGI Dobbyn Carafa are innovative, professional with a friendly family style which is very disarming when you may feel overwhelmed with the challenges of growing a business."

Simon Meers

Managing Director - AirMet Scientific

"The team at MGIDC provide exceptional business support providing a detailed analysis of our company's financial performance and corporate governance, together with big picutre strategic planning."

Matthew Bleeze

General Manager - Air Powered Services

"We found the D+C team was very easy to work with and provided an efficient, effective, and easy to manage solution and approach to the task. Overall, D+C took the time to get to know about our business and helped create a tailored solution that perfectly suited our needs.”

Mark Emerson

Managing Director - Lighthouse Corporate Coaching

"Anthony has an excellent grasp of the financial drivers of profitability; thinks deeply and effectively about solutions to roadblocks confronting our clients and gets the job done in a timely and effective manner."

Fouad Elsaadi

Operations Manager - Exergenics

“Abhishek Sharma and his team stood out for making the audit process seamless and informative. The MGIDC was always readily available to address our questions and concerns. Their responsiveness created a collaborative and efficient atmosphere, ensuring the audit progressed smoothly.”

Michael Zeng

Autorola

"We are very grateful to have MGIDC as our accountants and auditors. Their expertise has been instrumental in managing our financial affairs. From preparing financial statements to advisory services and auditing, Devan, Abi, and the team have consistently demonstrated a high level of professionalism and dedication. Their ability to navigate complex financial matters, meet deadlines, and provide clear, insightful advice has not only saved us money but also given us peace of mind. I appreciate their proactive approach, responsiveness, and the customized service they consistently deliver. We highly recommend MGIDC to anyone seeking a reliable and knowledgeable partner in managing their financial well-being."

John Micheloudakis

Air Powered Services

"MGIDC has consistently delivered top-notch services that have greatly contributed to the success of our business. Their attention to detail, and innovative solutions have set them apart in the industry. It is rare to find a supplier that not only meets but exceeds expectations consistently, and MGIDC has managed to do just that. What sets MGIDC apart is not only the quality of their offerings but also their commitment to customer satisfaction. The team is responsive, accommodating, and always goes the extra mile to ensure our needs are not just met but surpassed. Their dedication to building strong, lasting relationships is a testament to their professionalism and integrity."

Gin

Cellarhand – Financial Controller

"Thank you to Anthony, Chris, Neil and the whole team. Professional yet caring and supportive across all facets of the business. A total game changer for us. Could not recommend highly enough whether it be accounting services or their unrivalled business negotiation skills. Looking forward to many more years working together."

YPS Group

Client

"The YPS Group have been a longstanding client of MGIDC. Anthony Carafa and his team have played an integral role with our investments, property and construction projects, and family affairs. Throughout the years, MGIDC have assisted us with complex accounting and taxation advisory work, superannuation and succession planning, management and financial reporting, family office, lending, and insurance services. We would like to take this opportunity to thank Anthony for his reliability and ability to consistently provide highly technical and broad services. Most importantly, we would like to thank Anthony for his trustworthy and personal approach, and unwavering support for our projects and our family."

Paula

Client

"Cannot be happier with Nick and the team at MGIDC in handling our accounts. Any questions are answered with professionalism, understanding and patience. Nick always makes himself available to answer any concerns and is always quick to respond to emails with curly questions. Extremely satisfied with every interaction I have with the people at MGIDC and would recommend them highly!"

Our Accounting Services

Managing significant wealth takes more than numbers, it takes strategy, structure, and a trusted team.

We are specialists in the high net worth space, reach out to us today for a coffee on us, and let’s discuss your specific requirements.

Request a free phone consult

Financial statements and tax returns

Many organisations undervalue the importance of accurate and timely financial reporting. Whilst you might not get as excited by the numbers as we do, we pride ourselves of our preparation; and our ability to keep up to date with the latest legislation changes to ensure the best possible tax position for your structure.

Management Reporting Packs

If you are a proactive business owner…wouldn’t it be nice to have a good grasp on the financial position of your business, with insights provided to help you make decisions NOW. Well our Management Report Packs allow just that with a full set of financials completed monthly/quarterly, and a detailed analysis provided. Take the guess work out of running your business.

Taxation Planning

Every year, many of our clients participate in our tax planning. Tax planning is the process of preparing your tax position for the end of the financial year before time, so that you can see what tax implications you may be faced with. The advantage of seeing it before time, means that we can setup structures or plan the best course to ensure you get the most optimised tax position possible.

Structuring and asset protection

The correct structure setup is not only the best way to ensure you have the most optimal tax structure, it is critical for asset protection. The risks of operating a business are great; so you need to ensure that you are operating in a structure that offers you the greatest protection. We help by providing advice around the most optimal structure for you.

Virtual CFO

The highest performing teams are assembled with mutually reinforcing strengths. Numbers are our strength…so what better way to ensure that your business is performing optimally than getting one of our team involved on a regular basis. From Payroll assistance, to cashflow management, our Virtual CFO services will ease your financial management concerns.

Other compliance

Along with year end compliance, our accounting firm in Melbourne also handles all other regulatory compliance services such as Business Activity Statement preparation, IAS, PAYG summaries, Payroll Tax, Land Tax, R&D concessions and more.

What makes MGI Dobbyn Carafa different?

Big firm capability...small firm relationships

Equipped with a team that has the experience and capabilities of a big firm, but maintaining our deep, personal connection is something we pride ourselves on. Our team are highly supported and we are conscious of wanting to keep our numbers small, but our value high.

est.

2006

Decades of expertise

We have a team of experienced professionals from a diverse range of backgrounds, highly qualified for every business need. Some of the qualifications our team possess include:

Australian Financial Services Licence (AFSL)

CA and CPA qualified Accountants

Chartered Tax Advisors

Registered Company Auditors

Masters of Business Adminstration (MBA)

Real Estate Agents Licence

Xero Certified Advisors

+87

Client Net Promoter Score®

We take great pride in our customer service and the deep relationships we have with our clients and we are humbled to learn that our clients feel the same way.

5.33 out of 6 for client satisfaction

5 out of 6 for relationship satisfaction

100% of clients surveyed feel MGIDC positioned to help with acheiving their goals

71% of clients surveyed have annual revenue above $10M, employing 50+ staff

+84

Employee Net Promoter Score®

Much like client NPS®, we take great pride in our employee engagement and the deep relationships we have with our team as we support them on their professional journey.