“The advisor of choice for medical practitioners”
- Provide a high integrity, customer-focused, financial service offering with an absolute focus on medical clients.
- Provide doctors with a ‘family office’ style service that enhances the experience of the clients by offering sound advice in the areas of – accounting, taxation, wealth creation, asset management, wealth transfer and personal protection strategies.
Credibility in Business
Adam Faulkner has been a successful advisor in the wealth management industry since 1998 – advising some of the most prominent medical figures and working closely with many medical practices in Australia.
James Clyne is a Chartered Accountant with over 15 years experience in financial services, providing accounting and taxation solutions to medical businesses. For the last 8 years James has led a boutique Chartered Accounting firm.
Ravi Agarwal has over 8 years experience in wealth management, banking, and consulting. For the last 3 years Ravi founded and led a boutique medical consulting service.
MEDIQ is a privately owned and operated Australian business.
MEDIQ employees are salaried advisers who are professionally qualified – CAs, CPAs, DipFS.
Robust Business Offering
MEDIQ delivers a fully integrated and robust wealth management offering incorporating: accounting and taxation, personal advice investment management (direct-shares, direct-property, and alternative investments) personal and business insurance personal and business finance to medical clients and their families.
MEDIQ utilises sound business structuring for asset protection and tax minimisation.
MEDIQ utilises a variety of investment management offerings, with a clear preference for quality direct investments (including shares and property), and a focus on cost-effective structures and products.
MEDIQ has no affiliation to any investment manager or institutionally owned financial services provider.
“Our commitment to our clients is that we will always be faithful to our advice, business philosophy and value proposition – all of which have at their core – to help our clients reach their financial objectives and enjoy the process of doing so.”