Your Expert in Medical Financing and more...

Our team is here to take care of all your financial affairs (your one-stop financial shop) so you, as a medical professional can focus on looking after your patients.

We understand the all-consuming daily operations of a medical, dental, veterinary or any specialist or allied health practices. Adding to the mix are your business goals of clinic expansion or acquisition, equipment or property purchases to personal goals of wealth creation and protection. We understand your unique requirements and our more than 20 years' experienced multidisciplinary financial services team is here to assist and to provide you with ongoing support.

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How we support Medical Professionals

Medical Professionals engage with our team through a choice of three packages
1
2
3
4
5
Package 1 Comprehensive Financial
Package 2 Credit Only
Package 3 Insurances Only
Package 4 Investment Only
Package 5 Business
  • Fact Find and review of financial situation
  • Advice in combined credit and investments for achieving specified goals
  • Credit advice including expense examination in depreciation schedules, insurance premiums and interest expense
  • All entity look-through full financial advice
  • Family group financial advice
  • Ongoing review and advice, including full investment reporting and administration
Fees: Combination of the Credit/Insurances/Investment Package/s.

Our process is comprehensive and streamlined

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Client’s Goals and Objectives

Our financial fact-find process quickly answers and effectively identifies our clients’ unique situations. Giving the Adviser/Broker a holistic view of the clients’ financial situation and allows us to assess the clients’ needs comprehensively. This allows the Adviser/Broker to propose options not previously considered, alternate or best in meeting clients’ needs.

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Product Research and Advice

With your credit needs, we utilise our expansive network and medical relationships to compare options that  best address your pain points and needs. There is much more to consider in a loan than simply the lowest interest rate; their features, LMI requirements (or lack of) and your serviceability play important roles. We present a shortlist and take on the role of a sounding board until we reach a decision with you and hand-hold you till settlement. With your financial and investment needs, you are in the hands of our very experienced investment team who have been advising medical clients for more than two decades. Investing well is a lifelong process and our team is here to assist you in growing from whatever life phase you are at.

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Client Dashboard

We understand how important it is to have all your financial affairs at one place (and at your fingertips), especially for busy medical professionals. Our Client Dashboard empowers you with a comprehensive view of your Net Wealth, by having visualisations of all your loans and assets (including portfolios for investing clients) in one login, at a time convenient to you. Easy updating and tracking and availability of up-to-date information places you at the best position to take advantage of opportunities and plan for your personal and business’ future.

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