Success

is

Planned

Taking financial control of your life with a clear path ahead leads to personal freedom and professional excellence

Wealth

is

Created

Advice

and

Execution

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