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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Coronavirus - is it time to panic yet?

Posted by Neal Durling on 27 February 2020
"When the facts change, I change my mind. What do you do, Sir?" - Keynes ...

Important legislative change to income protection insurance: What you need to know

Posted by Alex Menzie on 24 February 2020
In December last year, The Australian Prudential Regulation Authority (APRA) announce...

Hot stocks for 2020!

Posted by Alex Menzie on 20 January 2020
Over the last month, you've undoubtedly seen articles with variations of the foll...

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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)