Who we serve
Our clients include all kinds of professionals in the medical industry, such as doctors, dentists, surgeons, specialists, medical students, allied health professionals and consultants.
What we aim for
Our vision is to become a top trusted provider of financial services for our medical profession clients nationwide across Australia.
What we do
Our mission is to provide the best medical financial services and advice for our clients based on their business and personal needs.
What we believe in and value
Our principles and ethics are important to us and underpin all we do. They include:
- Relationship building – forming quality long-term relationships with our clients.
- Empathy – to give the best, we know the importance of putting ourselves in the shoes of our clients.
- Continuous learning – we keep up with all the latest rulings in the financial arena, so we can always provide the most up-to-date services.
- Integrity – for us, integrity encompasses truthfulness, trustworthiness and commitment to high ethical standards.
- Professionalism – we are committed to professionalism in all our services to clients.
- Social responsibility – we are committed to supporting ethical organisations, like the Flying Doctor Services, Doctors Without Borders, and the Peter McCallum Cancer Foundation.