Financial Adviser Sydney provides comprehensive financial advice to doctors, dentists, pharmacists and medical specialists in Sydney, Canberra, Melbourne and Brisbane.
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.
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.
"Peter was referred to us by a colleague at a time when we needed advice on investing and wealth creation. Peter has helped us at several stages of our career thus far, with his sound financial advice. He has certainly helped us cruise through the turbulent economic times post GFC. Peters honesty as well as his knowledge of his field allows us to highly recommend him for any financial advice."
"I am so glad that I sought advice from Peter Alvarez after a colleague recommended him. Peter was very helpful and very patient with explaining the ins and outs of investing in property and how to build a property portfolio. He outlined specific steps that I could take that would deliver benefits immediately. I now have a better understanding and clarity of my current cash flows and several options on property strategies over the next 10 years. I received non product related advice that was catered to my own personal situation that no accountant or mortgage broker had ever given me. I am now less apprehensive about my financial goals, the current economic environment and how I will achieve my goals. I highly recommend Peter Alvarez for invaluable strategic financial advice. Coming from a medical background, I appreciated Peter's ability to articulate complex tax and wealth creation strategies in terms that I could easily understand. Not only was the advice great but it was also great value. Thank you so much Peter."