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.
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.