Specialist expertise offerings include
Setup & Buy-in/out
Financing assistance, appraisals based on NZ's most extensive database and advice from experts who have seen it all before will smooth your path into the most major professional life milestone there is.
Lifetime Wealth Planning assists in wise choices from course selection to retirement and in-between. From formal Family Office tools to informal chats, confidential expertise is available to suit.
Turbulent times or smooth sailing both present an opportunity to review entity health and give confidence that the best is being done, that protection is is place and that financial performance will endure.
Your success depends on what patients don't see just as much as what they do. Protection, tax efficiency and flexibility come from a personalised structure that takes into account your unique approach and goals.
Whether for practice management or personal planning, technology offers overwhelming choices. An experienced expert who understands your situation and options façade will help you choose and optimize.
Risk management and good governance planning is the only way to a no-surprises outcome. Someone in your corner to assist with unravelling the options ensures predictable outcomes where it counts.
Timely access to grey-headed advice smooths the paths to financial freedom and beyond. When you need advice and support from an expert with experience and a wide perspective, we're on hand.
Routine offerings include
Accurate and timely ongoing management reporting that's interpreted and succinct provides the basis for financial control and up-to-the-minute visibility for good day to day decision making.
Medicine is unique for providing opportunities for legal tax minimization strategies that specialist advisors will recognize and take advantage of for you. Tax is inevitable, but no-one needs to leave a tip.
Comparisons are odious, but they can also be revealing. Benchmarking by specialty and even by procedure can direct you to both the upsides and downsides where the opportunities lie awaiting.
Being able to see ahead gives breathing space to life and smooths the bumps in the road. Whether for financial or personal reassurance, free cash figures give confidence to invest and move forward.
Annual financials presented in a format to suit the user and the purpose. This includes assurance items to suit your situation such as ACC efficiencies for individuals and anti-fraud checks for practices.
Keeping accurate and up to date records is the only way to keep filing obligations constantly met. From coding to lodging, your financial matters will be kept compliant and below the enforcement radar.
To get through life successfully, everyone needs the friendly face of an expert mentor from time to time. Confidential on-demand 'sounding board' availability is included in every package.
Partner-Coordinator for accepting assignments
Surgical & Medical Practice Accountant, Structuring Consultant & Director at Doctor Financials
Please be aware if phoning that Gary uses high-powered hearing assistance