I’m glad I saw Shaun when I did, he explained things to me very clearly and I helped me immensely with my Finances, doing things I didn’t even think were possible! He worked around my roster and everything got done very smoothly.
As a medical professional,
you have a unique wealth journey towards
reaching your financial goals.
You are both working on paying off your hefty student loans and making up for the earning-time gap.
The reality is, its hard for medical professionals to reach their desired financial goal, their version of financial freedom. And even harder without professional help.
That’s where we came in to help you. We work with medical professionals to guide them towards their financial goals. We do this by developing detailed cash flow plans, create medical insurance plans, track your progress towards your financial goals.
Are you a Registrar / Fellow
gearing up to your journey
as a consultant / specialist?
We’ll show you what you should be thinking about beforehand
with an actionable plan to start your financial
journey on the right track.
Vinay – Radiographer
Shane and Caitlin – Registrar
Shaun had a holistic approach to our finances and seemed to really care. He was willing to go the extra mile for us. We would recommend him to our friends and family!
Frank and Sima – GP’s
Shaun helped both of us as busy GP’s get our Finances, Estate Planning, Insurances and everything else sorted. Highly recommended, very holistic approach, knowledgeable and caring.
Thanks Shaun for helping our family
Dean and Felicia – ENT Surgeon
Shaun took a holistic approach to us at a very busy time and made sure every part of our situation was looked after with clear explanations. There was some more complex planning around our Insurances with tax planning, career changes, overseas work and insurances that Shaun helped us navigate.