Established in private practice

You have worked incredibly hard to build up your medical practice and you want peace of mind your wealth is working hard for you.  You want confidence about:

  • Do I have the right cover and level of insurance to protect me and my family?
  • Am I creating significant wealth outside my practice?
  • Do my accountant and financial planner work together to ensure I am always on top of my tax commitments?
  • Do I have a retirement plan in place that enables me to confidently retire when I want to?
  • Will I avoid high risk investments that lose my family money?
  • Will my wealth be passed onto my family in the most tax efficient way?

To arrange a confidential initial discussion:

Call 02 8084 0453 Email me