Financial and Accounting Advice for Doctors

Financial Advice Doctors Melbourne

Specialised Financial and Accounting Advice for Doctors and Medical Professionals

Whether you need advice about investments, insurance and superannuation or accounting and taxation services, the experienced Maddern team in Melbourne is ready to help grow your wealth.

 

Meeting the unique needs of Doctors and medical professionals

Through providing services to successful medical practitioners in Melbourne and around the world for over 15 years, our experienced team of advisers and accountants have a comprehensive understanding of the unique financial needs of the medical profession.

Our approach to working with clients is personal and long term. We work closely with you to create wealth and to ensure that your financial records are accurate, thorough and up-to-date. Our ulitmate goal is to make sure that you enjoy the benefits of your success for the rest of your life.

View the qualifications and experience of the Maddern Financial Advice team.

 

We offer strategic and technical advice on how to establish, grow and manage a successful portfolio, while also minimising your tax and ensuring that you meet compliance requirements. 

We have a team of dedicated SMSF accountants, and because our client base consists of doctors and other successful medical professionals, we have deep experience in successfully setting up and administering high-performing self-managed funds. Many of our Doctors purchase their clinics and practice premises inside their Self Managed Super Fund (SMSF). 

Our advice services include:

We’ll also keep you updated about changes in legislation that may impact your wealth accumulation, retirement and tax strategies in the future.  Read more about our tax services.

 

100% independent financial and investment advice

Because we work on a fee-for-service basis and don’t accept commissions from product manufacturers, financial advice provided by Maddern Financial Advisers are 100% independent. This means we work for you, and only you.

We’ll help you build and protect your income and assets at all stages of your career, including buying your consulting rooms and maximising the value of your practice. By taking advantage of the efficiency of our completely integrated financial management service, you’ll have more time to spend with your patients and family.

Minimising your tax and ensuring you meet compliance requirements
Our experienced team of Accountants have a comprehensive understanding of the unique accounting needs of the medical profession.

Our Accounting team can also assist you with:

  • GST and BAS
  • PAYG
  • Employer superannuation contributions.

 

Work with Melbourne’s SMSF Centre of Excellence to leverage your superannuation

Many of our clients in the health industry choose to create self-managed superannuation funds (SMSF). This gives them greater control over their retirement savings and the opportunity to undertake unique tax-effective strategies such as purchasing their consulting rooms through their SMSF, then effectively paying rent to themselves.

To invest via a SMSF effectively, you need a specialist. Maddern Financial Services is accredited as an SMSF Specialist Advisor with the Self-Managed Super Fund Professionals' Association of Australia (SPAA).

We have a dedicated SMSF accountant in our team and because our client base consists of doctors and other successful professionals, we have deep experience in administering high-performing self-managed funds.

Ready to save time managing your finances?

Call us on 03 9999 7200 to book an initial consultation with one of our financial advice and/or accounting specialists.