The Financial Prescription: Advice for Medical Professionals

May 3, 2019

Calling all medical professionals! We are here for you because we get it. Your schedule is tight because your career takes up a lot of it, but somehow you have to also make time for your family and your future. Have you ever taken a moment to pause and reflect on how well you are keeping on top of your finances? *insert hair-pulling* Yes, this can sound like too much at once, being a maestro at all of this is a hard pill to swallow.

Lucky for us, those in the medical arena understand the value of advice and can therefore speak our language, particularly when it is our turn to wear the adviser hat. The formula of collaboration between a client and a professional is an easy and obvious equation to you. We often find that medical professionals enjoy taking the pressure off their shoulders for a change and giving the responsibility to someone else.

Medical professionals this is why we love working with you:

We help you save time

Between patient visits, meetings, tests and the overtime hours you need to put in, it may feel like there is no time left for other aspects of life. While it is more important for medical professionals to focus on their practices in order to provide good patient care, that does not mean finances should go unattended. By handballing the task to us, you have more time to do your very demanding job.

Delegate aspects of your life to an expert

One of the big advantages for medical professionals to working with an adviser is that they have one less thing to worry about. By allowing a financial expert to deal with their money management, medical practitioners can rest assured that they are making the most out of their financial situation without the stress of decoding the formula themselves.

Secure your standing for the future

A lot of medical professionals are very caught up in the moment because of what their profession demands of them, that they forget to think about what their situation is going to look like 20-30 – even 50 years down the road. A Financial Adviser will help medical professionals to think long-term and to consider what they want their future to look like – ultimately helping them achieve it.

Our prescription is about being easy and to the point – no fluff. We know that you are time poor, preoccupied with a lot of serious matters and need a simple plan that will help you take charge of your finances, whilst not consuming your life. Our recommended dosage is tailored to suit each client and we work with you every step of the way to ensure your life is as smooth as it should be.

Doc, when was the last time you had your financial health check? Contact us today so we can get your money health exam underway.

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.

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