We Specialise in Financial Planning
for Doctors and Dentists
We are a boutique financial advice firm, working only with Doctors and Dentists.
We understand your world and you benefit from our specialist expertise in working with medical professionals at different stages of their career.
We are located in Perth, WA, but travel
to work with clients all over Australia.
Here’s a summary of the most
common problems we solve for doctors and dentists
in Australia.
Tax Planning
How can you minimise your income tax? Would it be appropriate for you to use a family trust, investment bonds or other tax-effective structures?
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Finance Structuring
Are your loans properly structured and is your mortgage being repaid in a reasonable timeframe? When did you last review your loans?
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Superannuation
Do you have multiple super funds? Is your super appropriately invested? How much should you contribute? Would an SMSF be suitable?
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Cashflow Pressures
How can you balance income tax, mortgage repayments & living expenses? How can you at the same time save for your own retirement?
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Personal Finance
Have you set goals and mapped out a plan to achieve them? Are you clear on what you need to be doing with your money to achieve good results?
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Estate Planning
Have you organised your estate planning? Have you considered your super & other entities as part of your plan? How up to date is everything?
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Practice Growth
Do you have a business plan? Have you considered how starting a practice will affect your personal finances? How can you grow your practice?
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Wealth Creation
Should you invest in property, shares and/or managed funds? Is negative gearing appropriate for you? How much should you save for retirement?
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“Very informative, a financial ‘nuts-and-bolts’ that every doctor should read.”
~ Dr Green
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