Our Services

We have a range of services specifically tailored to meet the needs of medical practitioners like yourself. 

Whether you are a newly minted intern, doctor in training, general practitioner, or any of the many specialists, we believe we can help! We offer personal finance and wealth solutions designed to support your professional and financial growth. 

Our goal is to help you focus on what truly matters —providing exceptional patient care.

 

Residential Mortgage

Buying a home is one of the biggest financial decisions you’ll make, and having the right loan can make all the difference. We offer tailored residential lending solutions that suit your unique financial circumstances, whether you’re a first-time home buyer, upgrading your home, or investing in property.
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Commercial Lending

For medical and dental businesses, securing the right financing is crucial for growth and sustainability. Our commercial lending solutions cater to business owners seeking to expand operations, purchase commercial property, or acquire new assets. We work closely with lenders to provide flexible and competitive financing options that help your business thrive.
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Financial Planning

Our financial planning services are designed to help individuals and businesses take control of their financial future. Whether you’re planning for retirement, managing wealth, or navigating complex financial situations, our advisors provide personalised strategies that are aligned with your goals.
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Income Protection & Insurance

We specialise in income protection & insurance brokering to assist you in finding the best plan suited for your personal circumstance. Our financial advisers not only will assist you in finding the right products, but will also come to your assitance if you ever need to claim.
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Accounting Services

We have partnered up with KHI Medical to offer a full suite of accounting services to support your personal or professional needs. Our partnered accountants provide tailored solutions to ensure compliance, optimise tax liabilities, and improve financial management. .
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General Advice & Coaching

Financial coaching is a personalised, one-on-one service designed to help individuals get started on their financial and investment journeys. Financial coaching takes a holistic approach, improving financial literacy, stimulate behavioral change, and strategic planning to empower you to make informed financial decisions.

Coming Soon, Waitlist Below

Residential Buyers Advocate

Navigating the property market can be overwhelming, whether you are buying your first home or expanding your investment portfolio. As your trusted buyers advocate, we work on your behalf to find the perfect residential property, negotiate the best price, and ensure a smooth transaction.
Contact Us for a Call Back

Commercial Buyers Advocate

Investing in commercial real estate requires expertise and insight into market trends, property valuation, and negotiation strategies. Our national commercial buyers advocacy services are designed to help you acquire high-value properties that support your business or investment goals.
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Frequently Asked Questions

We provide a wide range of lending and brokering services that cater to both individuals and businesses, including but not limited to:

  • New residential and commercial lending
  • Refinancing of existing loans
  • Asset financing

A buyers advocate acts on your behalf to find, evaluate, and negotiate the purchase of a property, whether residential or commercial. The benefits include:

  • Time-saving: We handle the research, property visits, and negotiations.
  • Expertise: Buyers agents have deep knowledge of the local property market and can often find off-market deals.
  • Negotiation skills: Buyers agents work to secure the best possible price and terms for you.

We operate as a collective of business partnerships centered on delivering the best possible services to our community of medical and dental professionals.

The group is headed by Dr Mian Bi who is the creator of the Investing For Doctors community and our team has been carefully crafted and vetted to ensure that you are looked after with the care and dedication you deserve.

A financial coach focuses on helping you with day-to-day financial management, such as budgeting, saving, and paying off debt. They work to improve your financial habits and overall understanding of personal finances.

A financial adviser, on the other hand, provides more specialised and personalised advice on investment strategies, retirement planning, and wealth management, often managing your investments or providing product recommendations.

Yes, our partners offer tax planning services to achieve your personal, professional and investments goals.

For individuals, this could include strategies to optimise tax liabilities, such as maximising deductions, optimising superannuation contributions or structuring investments and assets for protection and tax optimisation.

From the investment perspective, our partners provide advice on structuring, tax-effective investments, and managing capital gains.

Whilst we started off as community catering to the medical (and later dental) professionals, we believe that great services can be shared by all. We welcome and encourage nursing, paramedicine and allied health colleagues and even family members to utilise our services as building a healthy healthcare system does not stop at the individual practitioner.

Contact Us About our services