SUPERANNUATION
High returns and low fees..simple right? We wish Superannuation were that simple too but with constantly changing rules and market conditions this area is now more complex than ever. Australians hold over 3.4 Trillion dollars in their combined accounts & there are a myriad of options available to invest in. We can help you find the option that is right for you. Learn more >
Medical Practitioners
We provide a highly focused service to New Fellows and Doctors in training and their families. We also offer financial workshops to hospitals, practices and NFPs across Australia. We have a key offering to assist medical professionals who have immigrated from overseas in getting access to a diverse range of specialists that also know their needs well. Learn more >
INSURANCE
We offer highly specialised insurance advice for doctors. Our commission free structure is designed to reduce costs and conflicts of interest. Our in depth knowledge of insurance contracts and health conditions helps to ensure that your policy is set up correctly so, when you need it to, it pays the right money to the right person. Plus, when the time comes to make amendments or even a claim, we will be right there with you making it easier to get what you are entitled to. Learn more >
INVESTMENT
Are you saving to buy a house, want to build a robust long term investment portfolio or do you want to start saving for your child's education. We can help. Learn more >
ESTATE & SUCCESSION PLANNING
Wills and Powers of Attorney are not just about who gets what. Making sure you have a solid plan in place can save you or your family hundreds of thousands in tax too. Together with a panel of experts, we can help you to create a plan for the future that clearly illustrates your wishes and wont leave you wondering "what if". Learn more >
NETWORK
We can connect you with our extensive network of trusted professionals who can help you to solve problems that we don't specialise in. Learn more >