Our Services
Whether it be diversifying your investments, tax strategies, or life insurance advice, we have a team of experts available to provide solutions to help you achieve your financial goals.
Superannuation and SMSFs
Superannuation can be a great tool for doctors and dentists to achieve their financial goals, no matter how extensive they are. All you need to know are the right opportunities to take advantage of and the skills to manage your fund with clarity.
Estate Planning
It's natural to not want to think about death or incapacity, but in the medical field you would see first hand how often this occurs. The fact of the matter is it requires a level of strategic planning to ensure your wishes are carried out and your family protected.
Tailored Financial Planning
Financial Planning for doctors is a critical first step in developing a long term financial plan. By considering every aspect of your financial affairs and understanding your goals, we can create an all tailored strategy that looks to reach your goals efficiently, while taken away the stress of managing it yourself.
Budgeting and Cashflow
For time poor doctors, budgeting and cash flow utilisation is key to a sound financial plan and often overlooked. Working closely with you, we look to analyse your in-flows and out-flows, highlighting opportunities for surplus cashflow to ensure you are maximising your income potential.
Practice Planning
Private Practice can be a complicated structure to navigate. For an individual you may need to consider business expense insurance and for practices with multiple directors, there may be the need for business succession planning and key person insurance. BFD FP acts as Project Manager to arrange legal agreements and business valuations. Our depth of knowledge ensures that the correct insurance cover and associated structures are put in place, for when it may be needed.
Investment
Whether it is about growing what you already have or gaining greater financial security, investment can be an effective strategy for doctors and dentists. With the right advice that we provide, it can be the cornerstone of your financial success.
Wealth Protection
We call it our tailored protection strategy and it works for you - whether you are a single doctor climbing the career ladder, a business owner, a young couple accumulating their wealth, or a mature family with significant assets.
Retirement Planning
Spending those golden years of your life should be a worthwhile experience. This is where retirement planning comes in, towards ensuring that your retirement years are stress-free and king-size. ​
Tax Minimisation
A tax minimisation strategy can have a profound impact on the ability to maximise wealth creation. For medical professionals with higher incomes, this is even more important. By ensuring your investments are structured appropriately and you are utilising the opportunities available to you, we can optimise your cashflow to better grow your wealth.​
Finance
Helping you excel in life and business. Our home and equipment finance solutions help you make your money work harder, and live a life by design.