Get to know our Consultants Package

At the peak of your career, your financial systems should be flawlessly building your wealth.

How do I start to transition my earning power into true, inter-generational wealth?

Personal and professional safety nets, properties and other investments, trusts, business structures, spouse and children.

 

As your career advances, and the complexity of the work and cases you undertake expands, so to does the complexity of your financial requirements.

 

No longer is it ok to assume your insurances are still appropriate or that the investments you established years ago are still optimised.

 

Just as you wouldn’t advise your medically complex patients to administer their own treatment plan, you should be wary of administering your own financially complex life and income plans.

Some benefits of our Consultants Package.

What else should you know about our Consultants Package?

Income Expectations

$180,000 plus

Type of Review Offered

Quarterly, semi-annually or annually via your preferred method (face to face or via video link)

Services

Cashflow & Budgeting

 

FREE Annual Individual Tax Return

 

Income Protection Advice

 

Salary Packaging Advice

 

HECS Advice

 

Credit Card & Debt Reduction Advice

 

Superannuation Fund Review

 

Investment Planning Advice

 

Planning for Life Events

 

Planning for Training & College Fees

 

Investment Property Advice

 

Self Managed Super (SMSF)

 

Private Practice Advice

 

Commercial Lending

 

Business Planning

Superannuation Contribution Review

 

Life Insurance Review

 

Income Protection Advice

 

Bank Account Structuring Advice

 

Mortgage Broking Advice

 

Personal Loan Advice

 

Medical Professional Tax Deductions

 

Estate Planning Advice

 

Fellowship Planning

 

Early Stage Retirement Planning

 

Retirement Planning

 

Super Income Stream Advice

 

Entity Structuring

Voyage Medical form