The financial
wellbeing journey

At Journey Wealth we focus on four main pillars to understand your career in medicine. These pillars highlight significant personal and career milestones so that we can better tailor customised financial planning advice and cement a wealth strategy covering your medical career effectively.

Financial Planning for Doctor
Financial Planning for Doctor
Financial Planning for Doctors

The Four Pillars

1

Financial Comfort

Newly qualified / doctors
in training

It’s an exciting time, you’re newly qualified and your income is on the rise. You’re living comfortably but have you thought about Tax Planning and Insurance Cover? It’s time to understand how to invest and protect your money early on in what will be a rewarding career.

2

Financial Growth

Private consulting /
becoming a consultant

You’re wealth is in a ‘growth’ phase. You have a good surplus, and are saving, paying debt and moving forward with plans your‘re working hard and have commenced private consulting. This is where working with a specialist financial partner can help you manage and protect your growing wealth.

3

Financial Freedom

Setting up your own practice

You may be considering buying into a practice or setting up your own. This is where financial advice can make or break you. You need a trusted financial expert to work with you on SMSF, asset protection and financial planning. You may also need help with specific financial and legal business requirements.

4

Financial Abundance

Giving Back

You’ve worked hard. You are successful. You have more than what you need and can choose to give back to the world. Journey Wealth can continue to partner with you to review your wealth strategies and ensure this time of your life is yet another rewarding chapter in your career that enables a great sense of purpose.

Why you belong with journey wealth

Journey Wealth specialises in Financial Planning for medical professionals. We understand the value of your career. We understand it’s your life’s work and we understand its ongoing vocational value to you, and to the greater community. Our partnership together will ensure we take care of this precious asset in the short and in the long term through a variety of service offerings.

Wealth Education

Learn more about the language of money, gain a better understanding of how you can manage your finances and take control of your wealth journey.

Strategic Practice Advice

Starting or joining a Medical Practice can be one of the most significant financial decisions you can make so it pays to get the right advice. We can help you with every step.

Cash Flow Management

In an age of tap and go it is easier than ever to spend money and many of us struggle to save enough to achieve all of our goals. We have crafted a cash-flow management service that helps our clients stay on track of their financial and lifestyle goals.

Structures & Tax Advisory

Get the right advice around your tax structures to help you protect your wealth and optimize your tax in order to help scale your wealth, both personally and in business with peace of mind and certainty.

Coaching & Accountability

The world’s best athletes always have a coach but many overlook the value of working with a mentor to help them reach their fullest potential in business and life. We specialise in the medical profession. Partner with us and understand how to take action.

Risk and Insurance

We provide tailored insurances to protect your business, medical practice and family. It’s important to make sure insurances are set-up properly by someone who understands the complex requirements of the medical profession and can provide expert options.

SMSF

Our Self-Managed Super Fund (SMSF)
services aim to help you reach your goals by potentially helping you use your superannuation to create your medical practice. We can assist with consulting rooms and business property searches where appropriate.

Future Generation Planning

With ever-increasing property markets, many people fear that their kids will never be able to afford to get into the property market. We will help you create an inter generational plan that will help you create a nest egg for your kids and give them a head start in life.

Ethical Investing

Consider both ethical and social choices when choosing to invest. Ethical investing seeks to create an effective financial return for you and your family while taking into consideration positive outcomes to bring about social change.

The IMPACT
of COVID

Are you Protected?

Right now we know you’re on the front lines. We know that everyday you’re at work saving lives, you risk contracting COVID 19 too. Have you thought about what life would be like if you were unable to work? How would life look if you were struck down with a debilitating illness that in effect prevented you from looking after those you love the most. We urge you to consider the right insurances to ensure your career and your personal assets are protected.

Right now we know you’re on the front lines. We know that everyday you’re at work saving lives, you risk contracting COVID 19 too. Have you thought about what life would be like if you were unable to work? How would life look if you were struck down with a debilitating illness that in effect prevented you from looking after those you love the most. We urge you to consider the right insurances to ensure your career and your personal assets are protected.

Your personal CFO

Shaun’s personalised service extends well beyond basic financial planning needs. He works with you, your family, your business or practice to make sure everything financially related is covered. As the leader of Journey Wealth Shaun considers himself your Chief Financial Officer (CFO). Just like a Clinical Team Leader leading a multi-disclipinary group of professionals working to achieve what’s most important in life to you. But instead of a team of Physicians, Shaun will co-ordinate your whole financial world, which will include your Accountant, your Lawyer, Practice Manager, Lender and other relevant bodies to ensure no stone is unturned and you are making the right decisions with your money.

TOP 10 TAX STRATEGIES FOR HIGH INCOME EARNERS

Download eBook

Top 10 tax strategies for high income earners

Real Life Experiences, Real Life Clients

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!

Shane and Caitlin

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.

Frank and Sima

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.

Dean and Felicia