Smith Coffey are Perth’s leading financial planning firm for doctors and dentists and we specialise in providing financial advice to secure, protect, and grow the income of medical professionals.

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 doctors, dentists & 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

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.

 

Wealth Creation Planning for Doctors, Dentists & Medical Professionals

Our financial planning for medical professionals will help you to develop tax-effective strategies to build and preserve your wealth.

We take a strategic and process-driven approach, developed through nearly 50 years in the industry so that you grow a portfolio that reflects you and delivers what you need. 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.

 

Debt Management Planning for Doctors, Dentists & Medical Professionals

We can help you better understand your debt, to ensure you meet your goals in your overall financial plan. And we help you manage your non-deductible debt efficiently and effectively. 

 

 

Superannuation Planning for Doctors, Dentists & Medical Professionals

Often referred to as your “nest egg” your superannuation is an important piece of your lifestyle flexibility and retirement mix. More than ever, it’s important to know that your money and your future are in safe hands. At Smith Coffey, we understand the challenges you’d regularly face as a medical industry professional and we deliver tailored advice and solutions to suit.

 

Retirement Planning for Doctors, Dentists & Medical Professionals

Importantly, we can help you manage your superannuation to meet your designated retirement income goals and discuss ways to generate alternative retirement income streams. Your financial advisor can also provide insight and guidance regarding peace of mind estate planning and education planning for your children or grandchildren.

It's important to get the right financial advice

Financial Advice vs Other Advice

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.

who you'll be having a good chat with

Mike Coffey | Smith Coffey
Stephen Jones | Smith Coffey
Mark Kynaston | Smith Coffey

Mike Coffey

Financial Services Consultant, Principal

Mike is a founding Principal from 1973 specialising in strategic and tactical financial advice.

He holds a Bachelor of Commerce Degree 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

Financial Services Consultant, Principal

Stephen has been providing accounting, consulting and financial advice to the medical and dental professions at Smith Coffey since 1995. He holds a Bachelor of Business degree (Accounting) and is a Member of the Institute of Public Accountants (MIPA). After spending some time in the accounting division of Smith Coffey he changed divisions and has a role as a Senior Financial Consultant. He is both well qualified and experienced in providing financial solutions to Medical and Dental Practitioners, including the provision of advice in the following areas; tax and accounting, structures, cashflow management, finance, investments, superannuation and personal insurances.

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

Mark Kynaston

Financial Services Consultant, Principal

Mark has 18 years experience in the accounting and finance profession. Mark joined Smith Coffey in 2001 and his role with Smith Coffey 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 (CTA) and a Member of the Institute of Public Accountants (MIPA).

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

Miles Metcalf

Financial Services Consultant, Principal

Miles is a senior financial consultant at Smith Coffey.  He specialises in advising medical and dental doctors 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.

My role is to coordinate the advice from the many professionals at Smith Coffey to provide the best solutions to clients.

Introduction to Mark Kynaston

Save valuable time by letting me handle all aspects of your finance in one place.

Introduction to Stephen Jones