Specialist Medical Professional Advice

Benchmark Financial Services > Professional Advice

Specialist Medical Professional Advice

Benchmark Financial Services > Professional Advice

Benchmark Financial Services has always provided long term advice to a wide range of professionals in areas including superannuation, insurance, investments and estate planning. Our knowledge of which products provide the most suitable outcomes for different industry professionals is one reason why our business has been built on referrals from valued clients.

Our business has been a part of groups such as the Private Practice network  and subsequently, we have built a strong rapport with our large client base of medical professionals.   As a recognised medical professional financial advice business, our clients in the medical industry can be confident that they have a financial partner looking after their specialised needs.  Benchmark Financial Services view our role as an educator and provider of financial advice to our medical professional clients. We understand that many medical professionals are time poor and require trusted, industry specialist Advisers to maximise long-term wealth and related matters.

 

Is this you? Who Benchmark Financial Services (endorsed medical professional Advisers) can help:

  • Trainees and Fellows Starting Private Practice
    Benchmark can assist in formulating, implementing and monitoring a business and personal financial plan. We help you recognise and adopt the actions, processes and habits required to establish and maintain your desired lifestyle.
  • Doctors in Practice
    As your revenues grow and your spare time inevitably reduces, we can assist with maximising wealth, reviewing tax strategies and protecting the wealth you are working so hard to build.
  • Doctors Leaving Private Practice
    Retirement planning is about much more than just maximising superannuation contributions. Benchmark will assist with long term investment, tax and estate planning strategies to ensure you enjoy a long and fruitful retirement. We will take the worry out of having to monitor markets/legislative change without a trusted advice partner.

Common Questions

  • “How do I protect my wealth & cash flows?”
    I see so many patients with health issues wondering, what will happen to my family, our home and my hard earned money if I am unable to work due to illness or injury?
  • “How can I create a better lifestyle?”
    I want to spend more time with my family, but will I lose referrals if I take time off? Am I taking enough holidays? Is it time to rethink our retirement strategy? Am I investing profits well?
  • “How can I continue with this lifestyle in retirement?”
    Should I focus on Super? Can I introduce a younger partner and retain part ownership? How do I set up a succession plan?