Specialised financial planning for doctors
We have worked with hundreds of doctors from their internship to consultancy and through their transition to private practice. Our professional and client focused advisers have a thorough understanding of the business structures best suited to medical professionals and the opportunities and pitfalls to avoid in financial planning for doctors.
Our reliable team are highly experienced in providing advice that includes property investment portfolios and your retirement plans and will work with you to create a clear financial road map from your internship to your eventual transition to private practice.
To make life easier for our regional clients, we regularly visit regional centres, including Cairns, Townsville, Mackay, Rockhampton and Toowoomba to meet with you in person. We also do many appointments virtually and our team regularly meets with clients outside normal business hours to work around your shifts or practice hours.
You can trust our hands-on management and advice to manage all your financial affairs seamlessly.