Smith Coffey opened its doors in 1972. Since then we have proudly helped thousands of medical, dental and high net worth individuals grow, manage and protect their wealth. Thanks to our passionate and dedicated team of professionals, we are one of Western Australia’s leading financial services organisations.

Why Perth Medical Professionals Choose Smith Coffey

True long-term growth and security is the result of a co-ordinated and balanced approach across all financial disciplines. That’s why at Smith Coffey we deliver a synchronised plan that covers everything from tax and accounting to investments, to insurance and estate planning. It’s a plan designed to help you meet your personal and business goals, and ensure you make the best possible decisions for the best financial outcome.

It’s not uncommon for people to have a Bank Manager, Stockbroker, Insurance Agent, Accountant and Financial Planner – all providing independent advice on the current critical events in your life. But how often do they communicate with each other to ensure the information they give you is right for your greater financial position, now and in the future?

It is our aim to be your ‘financial architect’ and provide solutions to the many and varied financial issues that you might face throughout your lifetime. Consequently, you can focus on your career, family and social life. And so, make every day a truly great one.

book an initial consultation, on us!

Our Experience

For almost 50 years we have specialised in helping medical professionals on their journey from student to private practice to self-funded retired. In doing so, we’ve built a reputation for offering sound financial advice to thousands of doctors and dentists in and around Perth.

Understanding the financial nuances and advantages specific to the industry, Smith Coffey are well equipped to help you with a range of specialised services under one roof, including:

Our Qualifications

A part of what separates Smith Coffey from other accountants is our experience and understanding of the specific tax and financial requirements faced by doctors and medical practices. We have comprehensive knowledge of each medical position and their complex accounting needs, from medical students to practice owners.

Rather than receiving generic tax or financial advice, at Smith Coffey you will be speaking with qualified Certified Practising Accountants (CPAs), Chartered Accountants (CAANZs, formerly known as CAs) and Chartered Tax Advisers (CTAs) that are experts in accounting for medical professionals.

In addition to accounting qualifications, our consultants are RG146 compliant and have completed either the Diploma of Financial Services (FP), the Advanced Diploma of Financial Services (FP) or the Diploma of Financial Planning.

Our Approach

We have a client-first philosophy that is based on helping you create a secure financial future. This means we take the time to get to know you and your particular needs so that we can make the most appropriate recommendations.

Your journey will be supported by tailored and straightforward financial advice, as we work with you to identify your future goals and establish a clear and realistic path to ultimately achieve them.

We’ve made it our business to understand the sometimes-complex tax and financial requirements of the medical industry and offer you a range of refined services to help you grow, manage and protect your wealth. We are happy to discuss your financial planning needs, including:

It is because we are dedicated to our clients seeing lifetime value with us that we even have a team dedicated to Doctors in Training. From our experience, establishing a financial plan and strategy early will put you in a better financial position, allowing focus on work and personal life.

See what some of our clients have to say about us:

I've been a client of Smith Coffey since my internship (over 20 years!) and am very grateful for the support in financial planning they have provided over these years. This support has allowed me flexibility in where and how I live. I continue to touch base whenever important decisions need to be made about future planning as I trust that they understand my goals and priorities.

— Kirsten A.

I have been dealing with Stephen Jones at Smith Coffey for over a decade. He is an outstanding advisor. He is clear and concise, has excellent skills and is a great communicator. Smith Coffey do everything from banking to insurance, accounting, super and other investments. They only deal with medical professionals and have done so for many decades and this collective experience really shows. I recommend them most highly.

— Shyan V.

Smith Coffey are exceptionally professional and sound in their knowledge and advice for all matters regarding Financial Planning. Communication is easy with flexible meeting times and prompt responses to emails and calls. I am very impressed with the treatment and advice they have provided and highly recommend their services.

— Stephanie T.

Highly professional service delivery tailored to specifics of one's individual situation. Have been a client for over a decade for both business and personal tax/accounting matters. More than happy and will not change. Strongly recommended.

— Toulalda

I highly recommend Smith Coffey. The consultant who looks after me, Stephen Jones, communicates clearly and he has conveyed a level of trustworthiness and understanding that goes far beyond financial planning. I now use Smith Coffey for practically all my financial dealings and am very satisfied.

— Colm H.

We have now been with Smith Coffey for nearly four years. We received comprehensive, in depth consultation addressing multiple aspects of our financial needs. We are most satisfied with the ongoing service and care we receive and recommend the firm to all.

— Abhijit B.

I have enjoyed comprehensive A1 service and advice for almost 20 years. Always accessible and responsive. I cannot recommend Stephen Jones and his team at Smith Coffey highly enough. Looking forward to the next 20!

— Andy C.

book an initial consultation, on us!