Rob Dugdale, Author at MAS Wealth Management - Financial Planning Gold Coast | Financial Planners Biggera Waters | Investment Advice Gold Coast | Mortgage Elimination

23rd Annual Client Awards

Rob Dugdale — Tue, 05 Nov 2019 03:44:05 +0000

23rd Annual Client Awards 2019

Our 23rd Annual client awards were held on the 4th of November at Aquis Park. As always a great day was had by all, with fabulous food, good wine and great company.

The highlight of the day was the presentation of our Wealth Step awards to clients in celebration of their achievements. 12 Wealth Step awards were presented this year, with one couple reaching Wealth Step 5 – True Financial Independence. Congratulations to all award recipients!

Skills and luck were also put to the test with the 7th installment of our Investment Game. Despite their best efforts, our ‘fund managers’ finished the day a little worse for wear, converting an initial investment of $1,040 into $691! Congratulations to Table 12, who were one of just four teams to make a profit and won the day with a gain of $58. Thanks to some generous donations, Future2 will receive a total of $1,175!

Following are some photos from the day; thank you to everyone who attended and made this event possible, we look forward to seeing you next year!

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MAS Wealth Celebrates Winning ‘TFSA Firm of the Year’

Rob Dugdale — Sun, 19 Aug 2018 23:38:49 +0000

The team at MAS Wealth Management dressed in their finest to celebrate achieving ‘TFSA Firm of the Year’.

TFSA CEO Andrew Kennedy was on hand to present the award to Eric and Rob, and congratulated the team on “being exemplary ambassadors of the TFSA culture and spirit who work everyday living and breathing our core values and making a difference in the lives of their clients”

Founder and CEO Eric McCay also presented service awards to the following team members:

Rob Dugdale – 20 years

Belinda McCay – 20 years

Graham Gohl – 15 years

Steve Cook – 15 years

Kathy Herring – 10 years

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21st Annual Client Awards 2017

Rob Dugdale — Fri, 10 Nov 2017 04:19:33 +0000

21st Annual Client Awards 2017

The sun was shining once again on another beautiful Derby Day at the Gold Coast Turf Club.

With our business turning ’21’ this year, Group CEO & founder Eric McCay thanked those people who have supported our business from it’s birth all those years ago, to it’s coming of age today.

Our charity, Future 2, was hoping that our tables of ‘fund managers’ would make the right selections and achieve maximum returns. As has been the case in the past, it was mixed fortunes for our teams on the track. However, thanks to everyone’s generosity on the day, Future 2 will receive over $1,700!

The highlight for Eric and Rob is the presentation of awards for clients who have reached their WealthStep milestones. This year we had 16 award recipients in total, including two couples who have achieved WealthStep 5 – True Financial Independence. Congratulations everyone!

A special thank you to Sarah and the team for organising another fantastic day and we look forward to seeing you all again next year!

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20th Annual Client Awards 2016

Rob Dugdale — Fri, 18 Nov 2016 01:19:59 +0000

20th Annual MAS Client Awards 2016

Our clients thoroughly enjoyed themselves once again as MAS Wealth Management hosted it’s 20th Annual Client Awards. The Gold Coast Arts Centre’s Paradise Showroom provided a beautiful location, with welcome photos taken against the backdrop of the Gold Coast skylilne. Guests embraced the ‘Red Carpet’ theme, turning out in their finest. Scott Williams, the laughter specialist was on hand to keep everyone entertained.

As always, the highlight of the evening was the presentation of the Wealthstep awards to clients who have achieved milestones on their way to their retirement objectives. Special congratulations this year to Mo & Robyn Meppem on achieving Wealthstep 5 – True Financial Independence.

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Are you paying too much for health cover?

Rob Dugdale — Fri, 14 Nov 2014 02:48:40 +0000

Are you paying too much for health cover?

We’re hearing from a number of you at review time about the rising costs of private health cover. Whilst there are a couple of comparison services out there that advertise heavily in the marketplace, make sure you visit this little-known government website, www.privatehealth.gov.au before you make any changes.

You can look up your current policy and then compare it to all other policies available – not just a select few. From there you can work out exactly what the differences are and then either make the change or stay where you are with confidence.

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MAS Wealth Management is online!

Rob Dugdale — Sun, 05 Jan 2014 04:08:03 +0000

MAS Wealth Management is online!

We are very pleased to announce the launch of our new website at www.maswealth.com.au. This new presence online allows us to communicate better with you, our valued clients and share our service offerings to a wider audience.

Please do take a look around and let us know what you think! We look forward to continuing to develop the site and we want to thank you for your input and feedback during the development process!

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17th Annual Client Awards 2013

Rob Dugdale — Tue, 05 Nov 2013 03:48:15 +0000

On the 12th of October, 112 clients and staff converged on the Board Room at the Gold Coast Turf Club for the MAS 17th Annual Client Awards.

Thank you to all who joined us on the day and made it such a success. We treasure these celebrations as they provide a wonderful opportunity to catch up with you all in an informal and relaxed setting and to celebrate our fellow investor’s successes as they achieve their financial milestones.

Download a copy of the newsletter for more information and find yourself in the photos!

Newsletter 2013 Final

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