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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One more big super change for Queensland Government employees

Posted by Sean O'Kane on 9 November 2017
By now many people will be aware the Federal Government brought in some significant ...

Honey, they shrunk the super cap

Posted by Matt Connor on 29 September 2017
Once upon a time, the rules governing superannuation didn't change all that ofte...

Don't cram for tax time

Posted by Matt Connor on 28 June 2017
I had a friend at university who always left assignments to the night before they we...

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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)