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Leading a Life of Abundance

Our Financial Services

Wealth Management

Every stage of life calls for a different strategy. That’s why we build your wealth with a tailored approach to investment, super, retirement, estate planning and insurance.

Tax & Business Advisory

Confused about how to establish a business or run it better? That’s where we come in, steering you in the right direction with essential accounting and tax expertise.

Lending

We offer flexible and tailored mortgage and asset lending solutions. These are created specifically for medical professionals and high net worth individuals.

Property

Whether you’re buying, selling or investing, we can help. We provide comprehensive residential, commercial and investment property advice, including buyer’s agent and vendor advocacy services.

FINANCIAL ADVISOR FOR DOCTORS AND DENTISTS IN SYDNEY

The Specialist Behind Every Abundant Future in Medicine and Dentistry

Affluens360 is the financial advisor for doctors and dentists trusted by medical and dental professionals across Sydney and Bella Vista who want more than generic advice. Our financial planning for dentists, doctors, specialists and practice owners is shaped around the realities of a career in medicine — HECS debt, delayed earning years, a sudden income jump, and a practice that deserves as much strategic care as your patients do. Whether you are a registrar five years from consultancy or a principal ready to buy into your first practice, we bring wealth management, tax and business advisory, and property expertise together under one roof, so every part of your abundant future works as one.

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Are you a busy medical, tech or business professional?

Make the most of life’s opportunities with financial planning and wealth management to inspire success.

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WHO WE SERVE & WHAT WE SOLVE

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.
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Medical financial advisor, specialist support for busy medical professionals
Build a solid foundation for you and your family
build a solid foundation for you and your family
OUR INTEGRATED MODEL

Wealth, Tax, Property and Lending — All Under One Roof

Affluens360 is here to bring together a multitude of specialist divisions so your finances are never managed in isolation:

  • Affluens360 Wealth Management (AWM) — investment, superannuation, retirement and estate planning advice built around your stage of life and your practice.
  • Affluens360 Tax & Business Advisory (TBA) — accounting, tax and business structuring for practice owners, from setup through to succession.
  • Affluens Property Group (APG) — residential, commercial and investment property advice, including buyer’s agent and vendor advocacy services.

Because our team talks to each other, you get one trusted point of contact for every stage of your financial journey, instead of coordinating between advisers who have never spoken.

Get in touch

Rest easy, knowing money is being managed well.

“

Abraham, Mohan and the team at Affluens have served me well over several years. I worry where my finances would have been without them! Their approachable and friendly attitude, and immense wealth of knowledge in the industry, specifically around doctors, has proved extremely beneficial.

It has also been convenient having all aspects — from accounting and wealth management to property and mortgage brokers — managed under one roof and talking to each other. Mohan has always been available and provided extremely useful insights whenever I have tax queries, and continues to do a tremendous job with my returns. Abraham has coordinated the whole team, while also being personally available on a regular basis.

I can rest easy knowing my money is being managed well with Affluens, and I feel it is well worth it

Theepan Kathir

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