After careful consideration, we have made the decision to merge with national advice firm Sherrin Partners, effective Monday 3^rd of August 2026. The financial planning industry has changed significantly in recent years, and scale has become increasingly important in ensuring advice businesses can continue to deliver exceptional outcomes for clients. As part of our commitment to our clients, we wanted to put in place a long-term succession strategy that ensures continuity, stability and ongoing support well into the future.

Joining Sherrin Partners allows us to retain the personalised service and trusted advice our clients value while benefiting from the resources and expertise of a larger national firm, including enhanced systems, greater efficiencies, access to an in-house Investment Committee, and a broader network of advice professionals.

Importantly, all Medical Financial Planning staff will become part of the Sherrin Partners team and will continue to look after clients with the same level of care and service they have come to expect. We are thrilled to be uniting with a team who follow the same philosophy as we do, always doing the right thing in the best interests of our clients.

- Regards, Sean O'Kane and Neal Durling

If not automatically re-directed, please click on the link below:

www.sherrinpartners.com.au

Please note, we have moved office location.

Our contact details are:

Address: Level 5, 46 Edward Street, Brisbane City QLD 4000.

Phone: 07 3012 8524