Retirement planning for doctors
After dedicating your life to caring for your patients, you deserve to enjoy a comfortable and financially secure retirement.
We offer specialist retirement planning and wealth management advice for Doctors, such as pre- and post-retirement income modelling, superannuation pension strategies, industry and retail super funds, and Self-Managed Superannuation Funds (SMSFs).
As a doctor, your retirement financial planning should start many years before you plan to reduce your hours or cease working. The sooner you seek specialist advice to understand your options, strategies available and other key considerations, the better your financial result will be.
For many Doctors, Financial Freedom may be a more appropriate term than retirement. Financial Freedom gives you the choice to continue working because you want to, not because you have to. It also means that you can:
Practice medicine the way you wish without financial concerns
Enjoy the best of both worlds, whilst freeing up more time for yourself, your family and doing what you love
Travel and going on holidays as often as you wish
Not being concerned about having to suddenly stop working due to health or family reasons
We work together with you to identify your retirement objectives, then provide strategic and technical advice to achieve them. We also assist with planning the transfer of your wealth to loved ones in the most
tax-effective manner.
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Reach out to learn more about how we can optimise and manage
your pre and post-retirement planning.