Who is Medical Wealth Advisory?

Medical Wealth Advisory is an exclusive service for health professionals powered by One Wealth Advisory. We specialise in assisting time-poor medical professionals to maximise their investment returns and build long-term wealth by using a range of financial strategies, structures and lending products.

Financial underperformance isn’t always immediately apparent as it's easily masked by significant income generation. This ‘hidden’ problem can significantly restrict overall wealth creation and reduce the opportunity to achieve work/life balance goals. So we have put together this information to assist you with ideas and strategies to create a better financial future.

Here are five of the financial challenges we often see Medical Professionals facing:

The Five Challenges:

  1. Inefficient debt structuring that means tax benefits are not optimised resulting in higher loan costs
  2. Frequently they are paying too much for personal insurance premiums
  3. Poor estate planning potentially effects their transfer of wealth
  4. Superannuation investments are often not structured effectively to achieve retirement needs
  5. Purchasing or growing Practices is done with incorrect or inefficient structures

Challenge 1: Debt Restructuring

May provide significant advantages if:

  1. Have a loan on your Principal Place of Residence
  2. Own more than one property
  3. Are looking to purchase a property


Challenge 2: Incorrect Insurance?

May provide significant advantages if:

  1. Feel you may be paying too much for your personal insurance
  2. Are unsure if you have the right cover for your personal and professional situation
  3. Haven’t conducted an insurance audit in the past 12 months


How Medical Wealth Advisory can help?

  • Conduct a comprehensive debt review and analysis
  • Identify opportunities for advanced debt optimisation strategies
  • Implement an optimisation plan to remove or restructure inefficient debts
  • Engage and liase with your existing Accounting relationship
  • Regular ongoing debt management reviews