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Welcome to FUSION our pre-engagement, pre-commitment, getting to know you process. Click to start this obligation-free, complimentary service.

Our Philosophy

financial planning

“A goal without a plan is just a wish” Antoine de Saint Exupéry

A comprehensive financial plan is a combination of many areas of expertise working together to achieve your goals and objectives. Medical Wealth Advisory works in consultation with a panel of financial professionals to provide you with a complete solution where all the elements of your plan are structured to work together.

Medical Wealth Advisory is dedicated to helping you reach your financial and lifestyle goals. Our philosophy is to “prioritise people over products”. Your goals and objectives will always come before any product or service on offer.

THREE REASONS TO TALK TO US

innovative strategies

Innovative
strategies

tax effectiveness

Structured for optimal tax effectiveness and affordability

minimise cost

Integrated solutions to assist in achieving your financial plan

Areas of Expertise

superannuation advice

Superannuation Advice

investment advice

Investment Advice

estate planning

Estate Planning

budgeting

Budgeting

debt management

Debt Management

tax planning

Tax Planning

salary sacrificing

Salary Sacrificing

Our Simple Process

discuss

DISCUSS
goals & objectives

scope

SCOPE
define engagement

strategy

STRATEGY
to achieve goals

structure

STRUCTURE
financial plan

implement

IMPLEMENT
financial plan

review

REVIEW
regularly & adjust

About MEDICAL WEALTH Advisory

about us

Strategy. Structure. Solution.

Medical Wealth Advisory is a specialised service, dedicated to helping medical professionals reach their financial goals and objectives through innovative financial strategies, structures and solutions. We are here to help you to achieve to financial flexibility now and financial freedom later.

We have a significant understanding of the Australian medical profession and the evolving health care industry. It’s this expertise that allows us to provide services tailored to cover all your financial needs.

Contact Us