SMSF & Investments Strategy

These days there are all kinds of investment options available that it could be hard for a busy medical professional to know where to start.

As your medical financial adviser, Medic Financials will assess your situation, discuss your goals and objectives, and help you create an appropriate financial strategy.

We tailor our medical financial services to individual needs. We also believe in always putting the needs of the client first. And as independent advisers, we are not paid commission by any financial institution, so you can rest assured that our advice will be free from bias.

Our investment advisory services are designed to help you achieve your investment goals – both in the short-term and long-term.

Our wealth strategists can provide you with advice on investments, superannuation management, gearing strategies and retirement planning.

Managing your own superannuation through a Self-Managed Super Fund (SMSF) can be a great way to build wealth and plan for your retirement.

Unlike standard superannuation plans, which involve handing over investment decisions to someone else, with a SMSF you get to decide where your money gets invested.

However, super can be complex, in terms of investments, taxation, and legislation. Being a trustee or director of your own fund also comes with a lot of responsibility.

Setting up and managing your own SMSF takes time and expertise. As your medical financial adviser, we can look after your SMSF’s administration and compliance needs, so you can focus on your practice.

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