Why Choose Smith Coffey as Your Financial Planner?
With almost 50 years of experience of working closely with a niche group of professions, the Smith Coffey team has a deep understanding of the tax and financial requirements which are specific to the medical industry, including dentists and dental professionals.
Your journey with us will be supported by tailored and straightforward financial advice, so whether you are entering the workforce as a graduate, have an established practice, or want to start planning for your retirement, speak with the financial planning team with specialist insight into in your dental profession and your career trajectory.
“Tell us your financial goals, and we'll advise and build a financial plan to suit you.”
Your first meeting with a Smith Coffey consultant will exclusively focus on you, your current status, and your financial needs and goals. We are flexible to your needs so are happy to meet in person at our Subiaco office, on the phone, or even using secure video technology, whichever is most convenient.
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.
Financial Planning Services for Dentists & Dental Professionals
Our financial planning team’s experience working with high-net-worth individuals in the dental industry is arguably unsurpassed in Australia.
We’ve made it our business to understand the sometimes-complex tax and financial requirements of your industry and offer you this range of refined services to help you grow, manage and protect your wealth.
- Tax effective wealth creation
- Debt management planning
- Superannuation planning
- Retirement planning
- Estate and multi-generational 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 needs so that we can make the most appropriate recommendations. Identify your future goals and establish a clear and realistic path to achieve them today.