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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Money management 101

Posted by Sean O'Kane on 16 August 2018
When it comes to keeping on top of your personal finances, it can be easy to overthi...

What if there was a royal commission into accounting?

Posted by Matt Connor on 12 July 2018
The banking royal commission has all but been and gone, but it's left us wonderi...

The Royal Commission...

Posted by Neal Durling on 3 May 2018
Like many I have been saddened to hear the Royal Commission have, again, uncovered a...

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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)