As you grow in income and experience, so to does your financial complexity
How do I juggle the competing demands of home ownership, starting a family, work and lifestyle commitments?
You may not realise it, but through your training years you’re establishing habits and belief patterns about wealth and finance that will be deeply engrained by the time you’ve obtained your fellowship.
Beliefs like “I can take on more debt now because my future income will cover it” and “All my peers and seniors are driving luxury cars and live in beautiful, expensive homes – it must just be just what doctors do” can lead what we call Lifestyle Creep – which is a trap that has caught out many doctors from previous generations.
Modern doctors recognise that avoiding the trap where practicing medicine becomes a job to service debt and excess, rather than a passion that allows them to build an amazing life is critically important.
$90,000 – $180,000
Annual or semi-annual reviews offered via your preferred method (in person or via video link)
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
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