Our mission is to make a positive difference to the lives of medical professionals throughout Australia, through financial education and advice. We want our clients to be stress-free and live their life to the fullest.
As Australia’s leading financial planner for doctors and dentists, we believe that having clarity, confidence and control are prerequisites for achieving financial success. Every step within our advice process is designed to help you achieve this:
• We provide strategic and well-researched advice, to enable you to make well-informed important financial decisions.
• We educate and coach you, so you fully understand how our strategies bring you closer to the achievement of your goals.
• We prefer simplicity over complexity in everything we do, and have a process-driven approach.
• Our investment solutions are evidence-based, transparent and underpinned by academic research.
• We are open and transparent about the services we provide and how we are remunerated.
• Our solutions are portable – as medical financial advisers we do not sell or promote our own investment or administration products.