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Financial Planning for Medical Professionals

Same same but different: Why not all personal insurance is equal for medical practitioners

Warner Leung

Apr 04, 2025

Having the wrong insurance as a medical practitioner can be an expensive misstep. As a financial adviser who specialises in advice for those in the healthcare industry, it’s a mistake…

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How to leave a lasting legacy with a charitable bequest

Andrew Dunbar

Sep 02, 2024

Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up…

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Is buying a medical practice right for me?

Warner Leung

Aug 05, 2024

For many general practitioners, owning a medical practice is alluring. The promise of autonomy, the appeal of potentially higher income and the opportunity to carve out a niche in a…

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Using an SMSF to purchase commercial premises for medical practitioners

David Maddock

Jan 16, 2024

As a medical practitioner and business owner, one of the key components of your financial journey is deciding whether to acquire or invest in commercial premises for your practice. In…

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Three tips for better cash flow in mixed billing medical practice

Warner Leung

Oct 26, 2023

In medical practice, like any other business, cash flow is king. It’s the key to your ongoing stability and practice success. However, for medical practitioners who have mixed billing across…

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Intergenerational Wealth Transfer: 5 tips to navigate family dynamics

Preston Foster

Nov 07, 2022

Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So…

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