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Medical Professionals

Your financial health matters, too

Medical professionals spend their days focused on their patients. Improving the lives of their clients day in and day out brings joy and satisfaction. But a rewarding medical career comes with a demanding workload. After a long shift, there’s little time left to think about your future.

Yet setting strong foundations today can reap better rewards tomorrow.

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Where should you start?

Our dedicated advice for medical professionals makes taking those first steps easy. Our highly experienced advisors have worked with many doctors and specialists, and can help identify your financial goals.

Our integrated approach means we can help as much or as little as you need. Whether you need a tax return, want to establish a self-managed super fund or have chosen to launch your own practice – our advisors can partner with you to ensure success.

You deserve to work with a financial advisor who understands the challenges and opportunities throughout the lifespan of a demanding medical career. And we’ll go above and beyond to help.

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Gaining knowledge and peace of mind

I wanted to make sure that we were setting up safety nets to protect my wife and our kids so that I wouldn’t have to worry. Especially for someone like me, I thought this was more of an education than anything else. I’ve gained a lot of knowledge just off knowing that not only are they taking care of things that I think are important, they’ve helped me understand why they’re important. They have really gone above and beyond for me in taking care of us.

Dr Matt Doane

What do you want in your future – and how do you want to live? Do you have a family? Are you just starting out in your career, or approaching retirement?

It can be difficult to clearly articulate a plan for the future, list your priorities and identify the goals you’d like to work towards. But it doesn’t have to be.

Spend less time worrying and be prepared for life’s opportunities and challenges by investing in your future today. We have the expertise to steer you and your family towards success.

Let’s talk about what you want, your career, your immediate challenges and long-term goals. We will partner with you, clarify your needs, and help you realise your dreams.

So that you can live the abundant future you deserve.

Your time is precious, and your days are far better spent helping your patients. We’ll work to your busy schedule, with our flexible approach.

Our comprehensive, integrated service ensures you have the support you need, when you need it. From accounting and business advisory, to estate planning and lending – our advisors work together seamlessly to ensure you have the information and advice you need.

Free resource: Fellowship & Beyond

If you’re approaching Fellowship and want to take advantage of an independent career in medicine, our Fellowship & Beyond resource can guide you through our 10 step process to progress your career with success.

Make this transition as easy as possible – with our handy checklist and important points to consider.

Tailored advice to meet your needs

Affluens360 offers a complete financial package and delivers it in a way that is tailored to my individual needs and goals, and in a way that is user-friendly and easy to understand. They understand the specific needs of those working in the medical profession. They have organised meetings with me out of hours to fit my schedule, have had dinner waiting for me when I've come to meet them after work, or had meetings on virtual platforms, all to suit me. They are available to me anytime to answer questions and they go out of their way to provide assistance in so many aspects of my finances.

Antonette Ejida

Start planning the abundant future you deserve today with a free consultation at a time that suits you.

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