Taxation & saving for your goals

SMSF or other investments

Assistance with GST, payroll, HR

Bookkeeping via Xero


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Knowledge and experience within the industry to assist medical professionals throughout their career development and business growth path. We are able to help you along the journey at every stage of your financial decision making to achieve both financial and lifestyle goals.


How do we add value?


Independent and integrated services: by liaising with your financial advisor or with our own in house financial services team, we deliver an effective and integrated service which addresses all of your financial needs from risk management, banking and finance, accounting and taxation and investment strategies.

Corporate structuring: we periodically review and plan ahead for your business structure to suit each step of your professional and business development, we ensure the most appropriate structure is adapted for tax minimisation and asset protection purposes.

Cashflow management: we assist you to monitor and analyse cashflow, and ensure enough funding/capital is on hand during specialist training, fellowship and medical practice set up periods.

For small practices – let us look after your bookkeeping and payroll functions, whilst you do what you do best.

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