Specialist Financial Services for Medical Professionals

We Understand Your Specialty

At Smith Coffey, we recognise that medical professionals have a series of complex financial needs. From medical students to business owners or hospital doctors, medical professionals require tailored financial advice to achieve business and personal goals. We believe that Smith Coffey provides the perfect structured environment that can allow you to achieve these goals.

Coordinated Financial Services Under One Roof

Your life is busy, we understand that. Between your work and home, you don’t have time to run around to different financial and business advisors. Our Smith Coffey Consultants and Specialists work together to deliver you the advice of the following professionals, all from the one place:

  • Financial Planner
  • Bank Manager
  • Stock Broker
  • Insurance Agent
  • Accountant
  • Lawyer

You will only ever have one point of contact at Smith Coffey, who knows you and your exact financial needs, and works with the other advisers to consolidate your financial needs and business requirements in one place. This saves you valuable time, money and hassle when you can speak with your own Consultant about your finances, tax, legal requirements, estate and retirement planning - all in the same place.

We Help Medical Professionals Like You Build & Protect Their Wealth

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

"Smith Coffey offer a highly polished, professional, financial planning and accounting service, particularly for medical clientele. My own consultant always has a clear desk, treats me as if I’m his only client, never seems rushed, takes time to explain options and is fully briefed in latest taxation or superannuation rules. Advice offered seems sensible and geared towards pre-determined goals" 

— Anaesthetist 

Learn What We Can Do For You

Your first meeting with a Smith Coffey consultant focuses exclusively on you and your financial needs and goals. Our first meeting with you is at no cost, and for as long as you need, so we better understand you and your desired financial and lifestyle goals. We are happy to meet in person at our office in Subiaco, on the phone or even on Skype, whatever is easiest for you.

We are experts in the financial needs of medical professionals just like you. Contact us today to talk to one of our consultants.

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