top of page
Blog
Welcome to our blog page, your go-to resource for valuable insights on financial planning. Here, we share expert tips, strategies, and the latest trends to help you make informed financial decisions. Whether you're just starting out or looking to refine your knowledge, our content is designed to empower you on your journey to financial success.
Search


Protecting Your Income: Why Personal Insurance Is a Non-Negotiable for Doctors
For many doctors, working part-time is a goal rather than a setback. Whether driven by lifestyle, family priorities, or burnout prevention, reducing clinical hours can significantly improve quality of life. Financially, however, it requires preparation.
Without a plan, the transition can strain cash flow, delay goals, and create unnecessary stress.

Thomas Rutter
Dec 15, 20252 min read


Financial Planning for Female Doctors: Addressing Career and Wealth Gaps
Female doctors make up a significant and growing proportion of the medical workforce. Yet despite equivalent training, responsibility, and capability, long-term financial outcomes often differ meaningfully from those of their male counterparts. This disparity is rarely about earning potential alone, it’s the result of career structure, timing, and life events that compound over time.
Understanding these challenges and planning for them early is critical to long-term financ

Thomas Rutter
Nov 14, 20252 min read


Buying Into a Medical Pratice: Financial Considerations Doctors Shouldn't Ignore
Buying into a practice is one of the biggest financial decisions a doctor can make. While clinically rewarding, it carries long-term financial implications.

Thomas Rutter
Oct 15, 20252 min read


Wealth Preservation and Estate Planning for Doctors
As a medical professional, you dedicate your life to caring for others, but how often do you consider your own financial protection? Underinsurance can place you and your family in precarious situations during life’s most challenging moments. Without proper coverage, you may face unexpected financial hardship.

Steven Roberts
Sep 1, 20252 min read


Managing Investment Risk for Doctors: Balancing Growth and Protection
As a medical professional, you dedicate your life to caring for others, but how often do you consider your own financial protection? Underinsurance can place you and your family in precarious situations during life’s most challenging moments. Without proper coverage, you may face unexpected financial hardship.

Cameron Aldus
Aug 15, 20253 min read


Underinsurance in Australia: Why a Specialist Financial Adviser Is Essential for Doctors’ Life and Disability Cover
As a medical professional, you dedicate your life to caring for others, but how often do you consider your own financial protection? Underinsurance can place you and your family in precarious situations during life’s most challenging moments. Without proper coverage, you may face unexpected financial hardship.

Steven Roberts
Jul 28, 20252 min read


Debunking Life Insurance Myths in Australia
Navigating the world of life insurance can be challenging, especially with the myths and misconceptions that cloud our judgement. Understanding the reality behind these myths is crucial to making informed decisions about your financial security.

Steven Roberts
Jun 16, 20254 min read


Understanding Level Insurance Premiums: A Shift in View
In the ever-evolving landscape of life insurance, many policies have undergone significant changes that could impact your financial planning. One of the most notable shifts has been in level life insurance premiums, which have recently been rebranded as "variable" premiums, due to increases applied by insurers.

Steven Roberts
May 15, 20253 min read


Achieve Higher Success For Your Claims With An Adviser
Regarding the claims process, a financial adviser can help you understand the overall process, deliver advice, and ensure you are making the right decisions in a timely and consistent manner for the best chance at success.

Steven Roberts
Apr 15, 20253 min read


Life Insurance and Doctors: The Benefits of a Pro-Active Relationship
You implemented a personal insurance policy 5-10 years ago, the premiums have been steadily rising and you're unsure if the cover

Steven Roberts
Mar 17, 20253 min read


Does Your Practice Need Key Person Insurance?
What would happen if one of the key people in your practice were to pass away, become terminally ill or be absent for an indefinite period?

Steven Roberts
Dec 16, 20244 min read


Trauma Cover & Income Protection: Do You Really Need Both?
Trauma cover and/or income protection? The differences may be subtle for a lay person, but there are certain and lasting implications to...

Steven Roberts
Nov 15, 20244 min read


An Insurance Cover That Fits Your Lifestyle
Insurance deserves more attention from us. Yes, it needs to be affordable, but more importantly, it needs to be comprehensive.

Steven Roberts
Sep 2, 20244 min read


Why Income Protection Insurance Is Worth Your Time & Money
Our income is important to us. It brings us financial independence and security and helps us provide for our families. It's worth protecting

Steven Roberts
Aug 15, 20244 min read
bottom of page
