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Career Stages
Whether you're a doctor in training, approaching retirement, or building a private practice empire - a financial plan should always be a priority.
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​When you're busy studying, juggling patients, raising a family, or running a business, let us provide the relief of managing your financial affairs. We allow you to focus on what you do best, while we do the same.
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Our in-depth understanding of the financial and tax requirements associated with medical professionals allows us to plan for you in every stage of your career.
Medical Students
As a student there are still several strategies you can look to utilise to get started. These typically include budgeting and cashflow strategies that may allow you to develop an initial investment plan that can build while you focus on your studies. For final year students, the discussion can begin on longer term wealth creation strategies.
Doctors in Training
On your way to becoming a qualified doctor with a fast growing income, you'll be facing an increased level of responsibility and little time to focus on your finances. With a tailored strategy you can keep your attention where it needs to be, and let us take care of the rest.
Consultants
An established doctor with a higher than average income, there are now a number of considerations to ensure that you are putting those earnings to good use, minimising tax, maximising growth and protecting your position. By working with a specialist advice firm, we provide peace of mind by implementing strategies that will help you reach your financial goals.
Private Practice
As a single owner or in conjunction with business partners, running a private practice is a big investment and an added layer of financial complexity. It is paramount to ensure all aspects have been considered and accounted for including but not limited to:
- Shareholder Agreements
- Business Succession
- Business Property
- Superannuation Contributions
Retirement
It's a common misconception that retirement planning is only for those in their late 50's. It's never too early, and never too late. For Doctor's in particular who can find themselves earning high incomes with no guaranteed super contributions, it's key to have sound financial planning strategies in place early, with your individual retirement goals in mind.
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