We Understand Your Profession
Smith Coffey understands the complex financial issues and needs that doctors, dentists, and health professionals are faced with every day. Since 1972 we have specialised in providing holistic advice and finance options to medical and dental students through to business owners and all the way to self-funded retirees. We believe that with the right structures and advisors in place, we can add significant value to your professional and lifestyle goals.
Building Security As Your Financial Architect
It’s often easy to underestimate the quality and value of co-ordinated financial advice. That’s where Smith Coffey comes in with our extensive industry knowledge; we are your Financial Architect, coordinating all your financial services under one roof. The benefit to you will save time, hassle, and money with our coordinated financial planning, portfolio management, insurance, finance, tax and accounting, estate planning, and retirement planning all in the one place.
These services can all be provided by Smith Coffey Consultants and Specialists that deliver the advice of your:
- Financial Planner
- Bank Manager
- Stock Broker
- Insurance Agent
This gives you the opportunity to draw upon the financial, investment and mortgage advice from a team of specialists who, on a daily basis, help other doctors and dentists achieve similar goals.
Long Term Relationships
From the very start, we aim to understand your personal and professional goals and aspirations for now and the future. Not only do our clients stay with us for many years, but our colleagues do too, so you can be assured that you will build a lasting relationship with your financial advisor. By providing the right ongoing assistance and guidance, we can help you put the right structures in place to achieve your dreams – whether you want to open your own private practice or apply for a home loan. Our honest and professional advice combined with tax-based financial planning ensures we can provide a high-value service for every stage of your career.
Your Time Is Important
You’re busy – which is why we’re quick to respond! You’ll have one point of contact at Smith Coffey who knows you and understands where you’re at with your business and financial requirements at any given time. This one-to-one support provides clarity and a range of solutions without you having to spend time researching or worrying.
We’ve Offered Independent Financial Advice To The Following Sectors (And More!):
- Doctors and GPs
- Dentists and Associate Dentists
- Private Practice Owners
- Medical Consultants
- Hospital Doctors
- Dental Clinic Owners
- Medical Clinic Owners
- Medical Students and Residents
- Dental Students and Residents
"Smith Coffey offer a highly polished, professional, financial planning and accounting service, particularly for medical clientele. My own consultant always has a clear desk, treats me as if I’m his only client, never seems rushed, takes time to explain options and is fully briefed in latest taxation or superannuation rules. Advice offered seems sensible and geared towards pre-determined goals"
Get Started With Your Own Specialist Today
Our first meeting with you is at no cost, and for as long as you need, so we better understand you and your desired financial and lifestyle goals. We can skype or facetime you if you prefer, for added flexibility, or you can meet our local accountants and advisors in Subiaco.
We help people like you every day build and protect their wealth. To discuss your options, contact us!