Financial Advice for Medical Professionals

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Speak to one of our qualified Financial Advisors today

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Wealth Protection in case of illness or injury


  • No one understands the importance of good health better than you, and we understand how unforeseen events such as getting sick or injured can impact your ability to earn an income and impact on your future goals.
  • Having a comprehensive wealth protection plan is vital to ensuring that, if something does happen, you have the resources to focus on getting better without worrying about your finances.





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Investment and wealth creation strategies


  • We understand that you may lack the time to do all the research needed to put your investment portfolio together, so let us do the work for you.
  • We will work with you to understand your short, medium and long term objectives and put together a strategy that fits with your needs, investment experience and comfort around investment risk.





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Tax Minimisation


  • The chances are that a big portion of your income gets paid in tax every year and you may be even be paying tax in the top tax bracket, at a tax rate of 47%.
  • Strategies to reduce the amount of tax you pay gives you an opportunity pay down debt quicker, grow your wealth or invest for retirement.
  • Our Advisers are registered Tax (financial) Advisers and can work with you to reduce the amount of tax you pay each year.





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Industry-specific, tailored lending advice


  • As a doctor you may be eligible for favourable lending options. You may be wanting to purchase a new home, find a better interest rate on.





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Tax Minimisation


  • The chances are that a big portion of your income gets paid in tax every year and you may be even be paying tax in the top tax bracket, at a tax rate of 47%.
  • Strategies to reduce the amount of tax you pay gives you an opportunity pay down debt quicker, grow your wealth or invest for retirement.
  • Our Advisers are registered Tax (financial) Advisers and can work with you to reduce the amount of tax you pay each year.





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Retirement Planning


  • Retirement is the point in your life when time is no longer money. It’s one of life’s biggest events and we need to start preparing for it early on.
  • Put simply, we want to make sure that the answer to these two questions are the same; When do I want to retire? And when can I retire?





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See why we have 100+ five star reviews

Beginning your journey is simple

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We meet at your place, online or in our office

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Then we get to work and map your journey

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Let’s talk about you, and where you want to be

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Presentation Day – Your goals, the path and realising the benefits

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We provide the tools and know-how to make it happen

A long-term partnership is the key to long-term success!

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Speak to one of our financial advisers today