Financial planners are often the first port of call for doctors that are seeking advice on investing a lump sum of money. However, that is just the tip of the iceberg. A professional medical financial adviser has the knowledge and skills to help you achieve your goals and objectives by tailoring strategies to specifically address
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There is a lot of hype in the market for finance at the moment. Why? Because fixed rates are at a 20 year low. See the graph below in regard to 3 year fixed rates and the path they have taken over the last 2 decades. This of course has led to a great deal
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Being a GP is an opportunity to access one of the most stable incomes in the medical world and perhaps even the whole professional world. There is a range of incomes within general practice, with procedural GP’s (e.g. those who do anaesthetics, obstetric care, minor ops, skin cancer work) having access to increased financial rewards
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With limited exception, a meeting with a financial planner will always involve a discussion around the risk profile of the client. This usually takes the form of several structured question to determine the client’s perception of how they view investment ‘risk’ and how volatility in their investments might impact their emotions and decisions. An aggressive
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Just as the global capital markets continue to thaw out following the GFC, so too is the competition returning to the mainstream mortgage and investment debt markets. Following 3 months of contracting mortgage figures, May showed a solid recovery with mortgage sales increasing by 18.8% according to the AFG Mortgage Index. Property markets around the
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Most people generally dislike insurance, whether it is the thought of paying for something you hope to never use, or the classic ‘it will never happen to me’ mindset, we all have an instinctive reaction to the concept. Add to this the reality that we have all probably had a scenario where we assumed our
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Doctors are repeatedly told of the benefits of superannuation. That they should maximise their super contributions and build wealth via this attractive tax environment. MEDIQ agree with these sentiments, and where-ever possible our clients are encouraged to follow the steps below.
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