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Medical and dental accounting Firm

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.

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.

 

book an initial consultation, on us!

Tax deductions for dentists

Tax Effective Wealth Creation for Dentists & Dental Professionals

Smith Coffey will help guide you to get your finances in order and develop tax-effective strategies to build and preserve your wealth.

Our ability to create strong relationships assists greatly, ultimately ensuring your goals are set and engaged with proven processes to help you achieve your aspirations.

“We all want to create enough wealth to live our best possible future.”

Through nearly 50 years of learned experiences here in Perth, we take a proven strategic and process-driven approach to your financial planning. We will help you use the rules and to your advantage, by investing tax effectively and maximising deductions.

Smith Coffey medical financial services team

Help When You Need It

At every stage in your life and career, you can call on us to help. There will always be someone available to answer your questions and guide you through both opportunities and challenges.

We are experts in the financial needs of dentists and dental professionals just like you. Contact us to build and protect your wealth today. book an initial consultation, on us!

our team

who you'll be having
a good chat with

Mike Coffey

Mike Coffey

Financial Services Consultant, Principal

Mike is a founding Principal of Smith Coffey from 1973. He has over 45 years experience in providing strategic and tactical financial advice to the medical profession.

Mike holds a Bachelor of Commerce Degree from UWA and is a Member of the Institute of Public Accountants (MIPA).

Mike enjoys golf and skiing, and looks forward to new client relationships.

Stephen Jones

Stephen Jones

Financial Services Consultant, Principal

Stephen has been providing accounting and financial advice to the medical and dental professions at Smith Coffey since 1995. He was honoured to be recognised in Barron’s ‘Australia’s Top 100 Financial Advisers’ in 2020.

He holds a Bachelor of Business degree (Accounting), qualified as a CPA and is currently a Member of the Institute of Public Accountants (MIPA), Association of Financial Advisors (AFA), and The Tax Institute (CTA).

Stephen enjoys spending time with his family, skiing, wing foiling and is an active member of the local Surf Life Saving Club.

Mark Kynaston

Mark Kynaston

Financial Services Consultant, Principal

Mark has over 20 years experience in the accounting and finance profession. Mark joined Smith Coffey in 2001 and his role is to assist clients by co-ordinating advice in relation to all of their financial needs, including advice on establishment of private practices, tax management and structuring, financial planning, loan finance, superannuation, investments and risk management.

He holds a Bachelor of Commerce (Accounting and Business Law), is a Chartered Tax Adviser and a Member of the Institute of Public Accountants (MIPA).

Away from the office Mark’s three children keep him busy, and he enjoys going to the gym and a morning out in the surf.

Miles Metcalf

Miles Metcalf

Financial Services Consultant, Principal

Miles is a senior financial consultant at Smith Coffey. He specialises in advising doctors and dentists on matters such as purchasing a house, finance structuring, cashflow management and practice management issues.  Miles has been providing tax, accounting, finance, insurance, superannuation and financial management advice to the medical profession since 1999.

Miles’s passion outside of the office, other than his family, includes keeping fit, getting away on camping trips and snow skiing.

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The Changing World Of Financial Services Can Be Overwhelming...

We will provide a bespoke financial plan to help you achieve your goals.

Smith Coffey specialising in the needs of medical & dental professionals 360 degrees of finance.