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

Download Our Free PDF Guide

Why Debt Structuring is important

problem area

Problem Areas

  • Medical Professionals often have inefficient debt structuring so tax benefits are not optimised resulting in higher effective loan costs

Usual Approach

Usual Approach

  • Take out individual loans over time without proper structuring
  • Use medical financiers who are great at writing the loan but may not consider the importance of debt structuring across the portfolio

Better Approach

Better Approach

  • Get your entire financial team – Wealth Advisor, Loan Broker, Accountants etc working together to structure debts properly
  • Establish the optimum way to structure that debt as part of an overall picture

Ask about a Free Debt Structuring
Review Call

Revised debt structuring may provide significant advantages if you:

  • Have a loan on your Principal Place of Residence
  • Own more than one property or
  • Are looking to purchase a property

Ask about a Free Debt-Structuring Review CallAsk about a Free Debt Structuring Review Call

mwa ogo

An exclusive service for medical professionals with
specialist expertise powered by One Wealth Advisory.

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

Enquire about an Obligation-Free Debt Structuring Review call TodayEnquire about an Obligation-Free Debt Structuring Review call Today

Enquire about how a Free Debt Structuring
Review Call can help you