Get to know our Residents & Registrars Package

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.

Some benefits of our Residents & Registrars Package

What else should you know about our Residents & Registrars Package?

Income Expectations

$90,000 – $180,000

Type of Review Offered

Annual or semi-annual reviews offered via your preferred method (in person 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

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

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