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Income protection for doctors planning

Financial Planning to Secure Your Financial Future

Our financial planning team’s experience working with high net worth individuals, particularly medical and dental professionals, is arguably unsurpassed in Australia.

As leaders in financial planning for doctorsdentists medical professionals, our financial advisors offer specialist advice in

  • Wealth creation
  • Debt management
  • Superannuation
  • Retirement planning
  • Insurance and risk management

Our services are shaped around the medical industry, and we believe that a profession and income like yours should be matched by your lifestyle and goals.

Reach Your Financial Goals

We have a client-first philosophy that’s 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.

As a uniquely positioned leader in the financial services industry, the Smith Coffey team has specialised experience delivering financial planning for doctors, dentists and practice owners. We’ve made it our business to understand the sometimes-complex tax and financial requirements of the medical industry and offer you this range of refined services to help you grow, manage and protect your wealth.

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 are happy to discuss your financial planning needs, including:

  • Tax effective wealth creation
  • Debt management planning
  • Superannuation planning
  • Retirement planning
  • Estate and multi-generational planning

book an initial consultation, on us!

Smith Coffey as Your Financial Planner

Why Choose Smith Coffey as Your Financial Planner?

Whether you’re entering the workforce as a young medical graduate, have an established practice, or want to start planning your retirement, speak with the financial planning team that has been helping doctors, dentists & medical professionals for almost 50 years.

We’ve offered independent financial advice for medical professionals to the following sectors and more:

  • Doctors and GPs
  • Surgeons
  • Dentists
  • Those who own their Practice
  • Medical Consultants
  • Hospital Doctors
  • Medical Students and Residents

Your first meeting with a Smith Coffey consultant will exclusively focus on you and your financial needs and goals. We are flexible to your needs so are happy to meet in person at our office in Subiaco, on the phone, or even using secure video technology, whatever is easiest for you.

Smith Coffey medical financial services team

Help When You Need It

We are here for the long haul. 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. If for some reason we cannot talk to you at the time of your call, we will get back to you within 24 hours. We are experts in the financial needs of medical professionals just like you. Contact us to build and protect your wealth today.

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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.