Medical Professionals – Why We Are Your Best Friend!

June 30, 2019

You are brilliant at what you do, but when it comes to the financial nitty gritty, your head goes into a spin. We are more than understanding on how demanding your job is on your schedule. This is exactly why leaving your finances to the experts is a must.

“Okay, so I have to consider legislation, tax obligations, industry related compliance issues….ahhhh”.

Relax and breathe. Remember that you have come to the right place. We recommend a tailored dosage and equip you with the perfect financial prescription to suit your situation and your long-term goals. Doc, here are four stellar reasons you need to work with an adviser from TODAY:


So, money is coming in, but more money is going out? Oh yes, the old lack of budgeting. Don’t sweat it doc, an adviser will take a look at your finances and identify ways in which you can manage your debt and save your dollars. When it comes to saving money, your adviser will speak to you about what you want to achieve. We create an achievable plan to control your income and expenses, showing you how you can better manage your money to reach your goals.

Retirement planning

You are on the go constantly today. But one day, when you retire, and you want to ensure you are set and comfortable. When you work with an adviser, we ensure you consider your retirement plans. This can mean saving as much money as you can now and investing in superannuation early in your career. Your financial adviser will look at your superannuation and give you tips on how to get the most out of it when you retire.

Risk management

Ah yep, the rainy-day fund. Most of us know we need one, yet most of us don’t have one…are you in this boat? All good, that is why we are here to help. The best part of working with an adviser is ensuring you are proactive rather than purely reactive. Based on your situation, we can foresee what may or may not happen and we implement a solid contingency plan in place. Success is just a stone’s throw away doc.

Tax planning

Raise your hand if you really want to reduce your taxes and free up cash flow? Uhhh…yes please! A financial adviser can help you do just that. A bonus? We update you on any changes in legislation that may affect your tax strategies in the future.

By working with a financial adviser on this, you can legally reduce your tax liability and create more of a saving. Who can say no to that?

If you are a medical professional who wants nothing more than to take control of their financial future, then never fear – we are here! This is our forte, we are experienced in helping medical professionals and understand what it takes to ensure your path to success.

Kora Drage is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138. The information contained in this article may contain general advice. It does not take into account your financial circumstances and objectives. You should consider talking to a financial adviser and read the relevant Product Disclosure Statement (PDS) before making a financial decision. Any views and opinions provided in this article may not reflect the views and opinions of Financial Wisdom Limited.

Book A Consultation

Book your complimentary discovery call with Kora Drage today.