Financial Planning for Doctors

Financial Adviser Sydney provides comprehensive financial advice to doctors, dentists, pharmacists and medical specialists in Sydney, Canberra, Melbourne and Brisbane.

We know your industry

We work very closely with tax advisers, accountants, solicitors and finance professionals who share our deep understanding of taxation for medical practitioners, asset protection and financing needs. Our clients include cardiologists, sonographers, anesthetists, general practice doctors, and colorectal, orthopaedic, plastic and reconstructive surgeons.

Why choose us?

Medical practitioners choose us because we offer:

Specialist industry knowledge including risk, progression, private practice establishment, optimisation, succession and exit strategies.

Investment advice that is cost effective, tax effective and asset protected for future generations.

A confidential complimentary review of your existing financial plan and investments.

Flexible and personalised after hours service.

Book your complimentary consultation