Built for the Business of Medicine and Dentistry

We work with people whose income, tax position and time are more complex than a generic financial plan can handle. That starts with doctors and dentists — and extends to the broader business owners and high-net-worth individuals who expect the same calibre of integrated advice.

• General practitioners, specialists and registrars building wealth alongside a demanding, non-linear career
• Dentists and dental practice owners balancing equipment finance, associate agreements and growth
• Medical and dental practice principals structuring for tax, succession and sale
• High-net-worth business owners and professionals who want an integrated team, not a single adviser

The Problems a Generic Advisor Doesn’t See Coming

Many doctors, dentists and other health professionals spend their days improving the lives of their patients — which leaves too little time to think about their own finances. Setting up a practice, structuring for tax, or building an investment portfolio can feel out of reach, especially once you factor in student debt, delayed earning years and the rapid income jump that often follows.

• Practice debt — turning HECS, practice loans and equipment finance into a plan, not a source of stress, so debt works for your future instead of against it.
• Tax structuring — the right entity and ownership structure for your practice, protecting what you earn and building in flexibility as your income grows.
• SMSF — self-managed super funds built and managed properly, for practice owners who want more control over how their wealth is invested.
• Income protection — protecting your income, and your family, against the realities of a career that depends entirely on your ability to keep practising.
• Practice sale and purchase — buying into a practice, taking on partners, or planning an exit — with the numbers modelled properly before you sign anything.