Personalised accounting services, wealth creation and strategic tax advice for Doctors and Practices

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








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

"
You're keeping my financial advisor honest
"
Retired Medical Specialist, Dunedin

"
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

"
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