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.
- wealth creation
- debt management
- 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.
I highly recommend Smith Coffey. The consultant who looks after me, Stephen Jones, communicates clearly and he has conveyed a level of trustworthiness and understanding that goes far beyond financial planning. I now use Smith Coffey for practically all my financial dealings and am very satisfied.
— Colm H.
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