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.
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.
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.
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
who you'll be having
a good chat with
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
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
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
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.
