Success

is

Planned

Wealth

is

Created

Advice

and

Execution

Becoming financially well-organised in life with a clear path ahead leads to personal freedom and professional excellence

Figures to base life decisions on: correct structuring and tax treatments protect and grow enduring wealth

Life changes and so do the rules; up-to-the-minute advice accelerates your trajectory

Experience

Exhilarating

Enablement

Financial success means freedom to contribute: make your mark!

Accounting

for

Doctors

Re-imagined

Trusted by medical professionals nationwide including those from

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Real-life

Case Studies selection

Situation: Provincial centre established multi-partnered practice

 

Type: Current practice buy-in

 

Brief: Practice Buy-in including an Appraisal and Structure Plan

Result: Successful transition, updated structure with modernised & streamlined Shareholders Agreement for five Partner practice

Situation: Marinoto Clinic Surgical Specialist

Type: Taxation re-organisation

 

Brief: 'routine' accounting client transitioned over from central city general accounting practice

Result: One minor commercially orientated structure change with retrospective financial review corrections and tax management plan led to $16.5k of repeatable recurring annual tax savings in first year alone

Situation: MercyAscot-based specialist centre 'centre of excellence'

Type: New practice creation

 

Brief: Practice start-up relying on bank and external investor finance

Result: Structuring resulted in 100% of equity and therefore future profits being retained in practitioners hands, bank interest at discount and breakeven achieved in month two validating financiers confidence and Doctor Financials specialty -specific benchmarked projections

Testimonials selection

*Positions, quotes are verbatim but Images are token

Head shot portrait smiling mature doctor holding stethoscope looking at camera, happy conf

"

You're keeping my financial advisor honest

"

Retired Medical Specialist, Dunedin

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"

I wish I was getting reporting and support like this years ago, since the beginning of my career

"

Sub-specialty Plastic Surgeon, North Shore Private Practice

Head shot portrait confident Indian businesswoman hr manager standing in modern office wit

"

Doctor Financials are very good. They make the complex simple and they get down to the nitty gritty quickly

"

Consulting Gynecologist, Ascot Central and others