With over 20 years experience working with Senior Doctors and Specialists we understand what you have endured to establish your career.
As Medical Industry Specialists we can review your current structure to ensure your tax is minimised and assets protected. We often find Senior Doctors and Specialists pay more tax than they should and more often due to poor structures.
We can help set you up correctly and build a financial strategy to save you tax and build your wealth. Small changes can have a massive future benefits and leave financial better off.
We are here to continue to guide and assist you throughout your career not matter what stage. We will keep you on track with your strategy to always save tax and secure your financial future.
Here is some of the work we do with our Senior Doctors & Specialists:
- Salary packaging review
- Maximise your tax deductions
- Property acquisition strategies to help with the purchase of investment properties or practice premises
- Taxation Planning and Advice
- Superannuation and Self Managed Superannuation Fund Strategies with Waterford Financial Services*
- Wealth Protection Strategy and Personal Financial Plan with Waterford Financial Services*
- Banking review including existing loan and transaction accounts
- Cloud Accounting for Medical Professional – XERO, MYOB, Quickbooks
Review your current position to see how we can help you save tax and built wealth in the future.
* Waterford Financial Services Pty Ltd (ABN 86 116 090 950 ), is an authorised representative of Charter
Financial Planning Limited, Australian Financial Services Licensee 234 665