Many doctors experience some common challenges as they move into contractor roles or private practice:
The result: stress, inefficiencies and a financial plan that never feels complete.
The single most common reason doctors fail to achieve lasting financial security is a lack of structure. Therefore, through our experience in working with doctors, we've designed a proven framework to solve this, the Wealth Compass SystemTM. Just as you treat the whole patient, not just the symptom, we consider your whole financial system.
We bring tax, lending and financial planning strategies together into one seamless framework.
It's a complete wealth system built exclusively for doctors helping you make informed financial decisions as your career and income change.
A structured review of your financial arrangements to ensure tax, lending and ownership structures support major financial decisions.
Ensuring your income, entities and investment structures are set up in a tax-efficient manner while remaining appropriate for your long term financial strategy.
Structuring borrowings to support property investments, lifestyle decisions and future practice ownership decisions.
Tommy covered all aspects and took the time to go through my tax return in detail – He discovered areas that I hadn’t been claiming for in previous tax returns which made a big difference. He is extremely thorough and helpful and took the time to go over some business related queries regarding a new venture i’m about to embark on. I have recommended Tommy to my friends and could not be happier with his service.
Tommy has restored my faith in accountants after our last experience with an accountant was dismal. Tommy is great in his communication skills and financial knowledge but is also patient and understanding of the significant workload business owners are required to undertake and always with a positive disposition.”
“Tommy is always open to feedback and frequently checks in on whether his clients are satisfied with the service he has delivered. 120% recommend Tommy for your accounting needs.
Tommy is a fantastic accountant. He is knowledgeable, reliable and provides an excellent service. He helps ensure our clinic runs smoothly and always provides us with great advice."
Discover your financial scorecard. In about 3 minutes, you’ll receive a personalised score to help you evaluate your current financial
set up.
We only work with a limited number of doctors reviewing their tax, lending and financial structures as their career and income evolve.
If you'd like to discuss your situation, feel free to get in touch.
