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Financial planning for doctors and medical professionals requires specialist understanding of the unique opportunities and challenges your occupation creates. At Yield 50% of our top clients are doctors and medical specialists and we have over 100 years of shared experience.
Our service is designed for those who are time-poor and need assistance with the complexities of liability risks and to take advantage of investment strategies, tax planning and retirement planning opportunities that exist.
Choosing to partner with Yield Financial Planning guarantees proactive advice tailored to what you want from your life.
Yield Advisors are Financial Planning Specialists For Doctors and Medical Professionals!
The way that you structure your assets should be defined considerate of your objectives and desired outcomes. The average net worth of the doctors and medical specialists we work with is $8 million, whilst the total financial assets our doctor and medical specialist clients have contributing to their future income needs averages $5.1 million. This means that Yield clients are high net worth individuals with complexity that benefit from quality financial planning advice.
If you feel as though you are not harnessing the full potential of your finances, our team of financial planning professionals can assist. Our service provides financial planning for doctors and specialists that is tailored to fit your retirement and lifestyle objectives. This makes us the ideal financial planner to work alongside, to leverage your income and capital position with managed risk.
Understanding what you want in life and the values you live by, allows our team of professionals to create a highly personalised financial plan for you. What we know about our current doctor and medical specialist clients is that the things they value most include the health and well-being of their family, along with their friends.
Often experiencing higher amounts of debt, the need for doctors to have sufficient insurance cover, with policies carefully chosen for their profession, is also of high importance. This coincides with the common fear expressed by doctors, being the inability to support dependents.
Over 50% of our top clients are doctors and medical specialists and we help them manage change to their advantage. Approximately 45% of our clients invest in property and we are known for being uniquely supportive of property investors, which medical professionals often favour. We specialise in High Net Worth wealth management, offering highly personalised and sophisticated advice solutions. Take a look at a case study for clients we have helped. Alternatively reach out, and find out for yourself why our financial planning for doctors and specialists are recognised market leaders.
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