Our Pricing Plans

Core Advice

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.

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.

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.

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

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

~ Dr Green