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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Don't have a nightmare before Christmas

Posted by Matt Connor on 13 December 2016
'Twas the night before Christmas and all through the house not a creature was stirr...

The case for Global Equities - their place in an investment portfolio

Posted by Neal Durling on 17 November 2016
Do you know Australian equities make up less than 2% of the world equity market? The...

The risks facing your practice and how to avoid them (Part 2)

Posted by Matt Connor on 10 November 2016
In my last post, I addressed the topic of risk management and, specifically, issues ...

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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)