Time is a big issue for healthcare professionals.
We understand you are time poor with training programs, rotations, and trying to build a financial portfolio in your spare time.
Often younger doctors don’t know where to start so they trust in us to guide them through the process from insurances through to purchasing investments.
Mobility helps doctors achieve financial freedom by understanding their unique situation.
Risk and Insurance
Whether you are just starting your career or planning to open your own practice it’s important to speak to an expert first to determine what an acceptable level of risk is to you and making sure you are compliant with your insurance obligations.
We help doctors map out the steps they need to take towards financial freedom, from securing your first investment in property, to securing funding through Doctors Wealth, through to strategically optimising your existing finances.
Whether it be an industry fund or an SMSF we can provide guidance for helping you achieve sustainable growth of your portfolio of the years so you can see the fruition of hard work pay off at retirement.
We will work with you to get your salary package optimised in the most tax effective way so you can put more of your income into building your financial future. When it’s time to open your own practice we can advise on how to structure employee packages too.
Why our medical clients choose us:
We’ve helped dozens of doctors achieve financial freedom by getting off the right start in their careers.
Through our partnership with Doctors Wealth we can provide specialised advice and funding not available elsewhere.
We know what it’s like be a doctor and the unique challenges you face, so you can be sure you are getting specialist advice.