Get in touch with us

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

    What areas of financial planning are you looking for advice on?

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

How Yield Can Improve
Your Financial Plan

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.  

 

STRUCTURE YOUR AFFAIRS WELL AND REAP THE BENEFITS

Tax Strategies for Medical Professionals

 

In compensation for your expertise, your income is higher than average, and you are likely to be in the highest tax bracket. Structuring your affairs to maximise your after-tax income, is therefore critical to you harnessing your full potential financially.

 

Dependant on your area of specialisation, some financial planning opportunities could include:

  • Salary packaging
  • Investment strategies including Family Trust, SMSF, and Bucket Companies
  • Suitable tax effective investments, such as superannuation
Financial planning advice for doctors and medical experts should be tailored to your goals whilst placing focus on achieving great investment, tax and risk management outcomes.

Yield Advisors are Financial Planning Specialists For Doctors and Medical Professionals!

Assets Allocation
of Our Doctors & Specialists

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.

Female medical professional wearing white lab coat and stethoscope in foreground taking notes on an iPad. Behind her is a green overlay depicting the interior of a medical facility.
ESTABLISH YOUR FINANCIAL PLAN AROUND WHAT YOU VALUE MOST IN LIFE

The Needs and Wants of
Our Doctors

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.

Why Yield are best placed to support Doctors & Specialists

Because your needs are diverse and complex and we are experts who can help

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.

Explore More

Strategic Insights

Tax Deductions for Doctors

Yield FP
15 Dec, 2023

Financial Advice for Medical Professionals

James McFall
23 May, 2023

Financial Planning Ideas for Doctors

James McFall
08 Oct, 2021
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Free Consultation

Free Consultation

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.