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We all know that life's expensive in Australia these days--especially if you have an interest for buying residential real estate in a capital city. On top of that, if you are "lucky" enough to get into the real estate market, that usually means that you've...

What is your retirement age? Retirement is considered a right of passage for most professionals, but so many things seem to stand between older doctors and a life of leisure. At the top of the list are loyalty to patients, practice ownership obligations, low super balances...

There are many reasons to pay for your funeral in advance including locking in your wishes at today’s prices (for a pre-paid funeral) and easing the financial and emotional burden on your friends and family at a difficult time. Did you know that investing in a...

Planning for New Year! The start of a new year is often seen as a chance to start afresh.  For 2017, why not start a resolution to stop rushing things and completing them a few days before the deadline and start planning ahead.  Having a proper...

Retirement is a life-changing event. After you stop working, you can find yourself with time to do the things you may not have could do before, like traveling, volunteering or spending more time with family and friends. As you adjust to this new lifestyle, you’ll...

For most couples, a wedding is the first time you’ll ever have to think about planning a huge event, let alone creating a wedding budget. That means lots of people start planning a similar way. First you think about the wedding you want. Then you think...

Christmas – it’s the lovely time of the year again; the time for giving and sharing of gifts with family and friends. As much as we want to celebrate and be jolly during this festive season, we want to make sure that we are careful...

Maximizing your superannuation and investing in your own future is a hallmark of any savvy Australian. For doctors, who spend a few additional years in training compared to most other university trained professionals, starting your plan early is doubly important. If you haven’t started yet, it’s...

If you are seeking financial advice from us, the following case will help you understand how our financial advice will help you to achieve your financial goals. The case is about an insurance claim by one of our clients, a doctor who faced a financial...