Our Clients - Testimonials

We have been working with Medical Financial since 2009 and have since that time valued their straightforward, honest advice which has helped us make sometimes difficult decisions with our finances. They take the time to understand about us and what we are looking to achieve and their advice is tailored to this. We have referred a number of friends to Medical Financial and would have no hesitation in recommending them.~ Dr Borjana Barth and Brian Watt

 


 

Nearing the end of specialty training we found ourselves, through neglect and incompetence, over-stretched with mortgage and cash poor. Using a collaborative and sensitive approach Sean and Matt gave us a sound, objective and highly personalised plan to start managing our money appropriately, as well as taking the time to demystify many of the problems we'd been avoiding. They are diligent, capable and highly contactable. We unreservedly recommend Medical Financial Group to medics wishing to "grow-up" financially. ~ Dr Nicholas and Stephanie Heard

 



 

Having Medical Financial Group involved in our lives, working with us to achieve our goals, providing information on investment, and assisting us with the big decisions we make for our financial futures now that we have settled into our chosen paths in medicine has been invaluable.

Sean O'Kane and Matt Connor have been outstanding to deal with and are both extremely patient, knowledgeable, accessible and focused on our needs. We feel we finally have the guidance we need in an area we are starting to understand a great deal more about. We would wholeheartedly recommend Medical Financial Group for colleagues at any stage of their career.
~ Drs        Dr David and Belinda McCormack

 


        


I cannot thank Sean and Medical Financial enough for the support and guidance that we have had over the past 12 months. When Sean first spoke at my workplace I was hesitant to leave my details as I could not see us needing that service at that time. It was less than a month before I realised (along with Dean) the benefits of having someone to help us with our transition from training registrars to specialists. We had an idea of what we wanted to get out of the meeting but instead came away with ideas and plans that helped shape our goals for the future.

In such a short time we have been able to make those goals we first spoke about a reality. It has been a very exciting time but made much easier with the support of Sean. We have found Sean to be very approachable and contactable.

I have no hesitation in referring friends / colleagues to Medical financial group.
~ Drs Kylie Isaacs & Dean Haydon

 


 

We are very happy with the service provided from your group. It has been great to deal with just one person/ a small group for such a "long" time (for advice (Sean) or tax (Matt) or admin/ other (Kira)), rather than being lost in a big company that has a high turn-over of staff. We feel that the advice we have received caters for our goals - you are great at listening to us and adapting the financial advice accordingly. There is no undue pressure for us to change or take risks that do not suit us.

We give your group a "5" - no hesitation in recommending you to friends and colleagues.
~ Kirsty and Jacob

 



"The strength of any organisation is in the people. It was great that Sean made the effort to come up to meet us face to face in Cairns recently. I have always been happy with his advice but Olivia meeting him, has eased her mind a lot.

In terms of general comments I have found Sean to give very sound advice with real concern about our specific situation. I would recommend your company to someone else.
~ Dr Brendan Marshall

 



"Navigating the post-student world with respect to finances was a very daunting prospect for us. MFG were wonderfully supportive and enabled us to understand our options and get the most out of newfound income. We love that they are a boutique company who are genuinely interested in their clients' lives and not just their finances." ~ Drs Philip Rowell and Holly Smith

 


 

Latest News

View all news

When the default is damaging | Is your life insurance policy set in stone?

Posted by Sean O'Kane on 18 June 2019
Trivial pursuit question what does guaranteed renewable insurance mean? Guarante...

Taxing times - why playing the long game is the key to surviving political uncertainty

Posted by Matt Connor on 22 May 2019
It's always an interesting time during election campaigns, when the country wait...

ATO Data Matching Changes - What You Need To Know

Posted by Mary Young on 17 April 2019
For a long time, the ATO has been using data-matching practices to ensure individual...
< Previous | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Next >

SIGN UP

For Events and News


The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

The financial planning services are provided by Medical Financial Pty Ltd trading as Medical Financial Planning (AFSL 506557)