Our Pricing Plans

Core Advice

From $11,000

per annum incl gst
  • You are a (young) medical professional who is employed/a contractor and not yet running your own practice.
  • You are frustrated by your lack of financial progress, cash flow pressures and high tax burden. You need direction and want a personalised plan.
  • You want to minimise tax, protect yourself and loved ones, fund school fees, build wealth, pay off debt.

  • We help you map out your financial future and guide you in your financial decision-making. We optimise your finances and make sure you capitalise on your strong cash flow. You receive access to our network of specialists.
Contact us

Comprehensive Advice Most Popular!

From $19,800

per annum incl gst
  • You are an established medical professional or medical couple.
  • Your financial complexity level is fairly high; you may have either started your private practice or are looking to do so. You have a range of financial matters that require attention.
  • You will benefit from all of our ‘Core Advice’ service inclusions, but we also consider how your private practice fits into the plan.
  • We help you map out your financial future and guide you in your financial decision-making. We optimise your finances and make sure you capitalise on your strong cash flow. You receive access to our network of specialists.
Contact us

Private Wealth

From $33,000

per annum incl gst
  • You are a well-established medical professional and exclusively or predominantly work in private practice.
  • Your financial complexity level is high and time is scarce. You want to work with a specialist adviser who can optimise and coordinate your financial and business affairs.
  • You want frequent, scheduled meetings and reporting and appoint us as your Personal CFO.
  • We help you map out your financial future and guide you in your financial decision-making. We optimise your finances and make sure you capitalise on your strong cash flow. We project-manage your affairs through our network of specialists.
Contact us

For any questions regarding our pricing plans above, don’t hesitate to contact us!

Get Your FREE eBook today


  • Money Saving Tips
  • Tax Saving Advice
  • Easy to digest
  • Plain language

“Very informative, a financial ‘nuts-and-bolts’ that every doctor should read.”

~ Dr Green