Financial planning for trades and medical professionals in Perth.
How do you make the most of your assets while building a more secure financial future for you and your family?
Not by luck. Not by hoping you get it right. And usually not by going it alone.
Financial security usually requires careful wealth creation and wealth protection planning.
But many trades and medical professionals are too busy in their business to put enough thought to where they’re going with their finances.
That’s where we can step in and work alongside you to build for the future.
Wealth creation
Our financial planners are familiar with the concerns of small business owners in Perth – particularly those in the building and medical industries.
We’ll help you formulate clear financial goals and set out the steps to reach them – whether you’re a start-up tradie, a doctor just out of med school or a small but well-established medical business owner.
This includes:
- A financial health check
- Financial goal setting
- Investment strategies and planning
- Property or share portfolio management
- Superannuation advice
Debt management
If you have debts, we’ll help you to:
- Replace “bad” debt with “good” debt
- Reduce interest payable and unnecessary fees
- Structure your debt more effectively
- Reduce the tax payable
- Create cash buffers to allow for unforeseen expenses
Wealth protection
Our financial planners work with you to:
- Assess and minimise risk
- Diversify your cashflow
- Model your cash flow
- Secure the right insurance – life, income insurance etc.
Beyond financial planning…
In addition to financial planning, building trades and medical business professionals looking to protect and grow their wealth (through purchasing property or otherwise) might consider:
Self-managed superannuation
Could a self-managed super fund grow your funds for the retirement you’re planning? If so, we’ll help you get setup and manage it.
Find out moreEstate Planning
If you don’t plan for the future of your family, what happens to them if something happens to you? Take the steps now to minimize their risk: we make the tough questions much easier to answer
Find out moreMortgage broking
Home loans from small independent lenders can sometime offer the best deals. Find one that matches your lifestyle, ambitions and budget.
Find out moreTrades & builders
Want to find out how you get paid quicker?
Download our cheat sheet
What happens when you connect with us?
To make the right decisions in your business, we need to couple your ambition and knowledge of your own industry with our experience in growing small trades or medical businesses: