What We Do

We understand the medical profession and the issues you face.

We provide a complete suite of business and financial advisory services to develop a strategic, holistic plan for your financial future.

We really talk to you to find out exactly what outcomes you want to achieve.

We guide you on a clear pathway to achieve these outcomes so you can get on with your life knowing your financial matters are well taken care of.

We coordinate and liaise with other trusted professional advisers, including investment advisers, private bankers, insurance brokers and lawyers.

We specialise in providing outcomes-based solutions to meet your needs not product-based solutions from a standard list of investment products.

We offer a transparent fee-for-service system not commission-based advice.

Latest News

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Making decisive decisions | Do you make decisions like a teenager?

Posted by Alex Menzie on 8 August 2019
A few weeks ago, I made the decision to buy a bike and ride to work off the back of ...

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...
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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)