Our Clients


Client Stories

Dr Borjana Barth and Brian Watt

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 Nicholas and Stephanie Heard

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

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

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

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

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

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. 

 

 

 

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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)