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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Another round of not so super reform

Posted by Sean O'Kane on 16 June 2017
After years of watching the Federal Government tinker with superannuation rules, mos...

More sweet than sour in Budget 2017

Posted by Matt Connor on 10 May 2017
Far from the bitter pill of previous years, the 2017 budget has more in common with ...

Playing interest rate chicken

Posted by Sean O'Kane on 4 May 2017
  It's a classic scene from James Dean's iconic movie, Rebel Withou...

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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)