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Accounting & Taxation
Financial planning for Doctors – More than just Advice

Financial planning for Doctors – More than just Advice

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 your needs.

We will provide you with assistance and guidance on:

  • Education – helping you to understand your investments and other key financial matters. This builds your knowledge and confidence.
  • Budgeting – reviewing your finances and identifying opportunities to manage debt and save money.
  • Estate planning – we work closely with estate planning professionals to show you how best to structure your assets to benefit your estate when you’re no longer here.
  • Insurance – guiding you on protecting your family and your assets in the event of illness, injury, disability or death.
  • Retirement planning – helping you find answers to the important questions such as “Will I be able to retire comfortably now?”; “How much money do I need to retire?” and “What do I need to do before I retire?”

Quite simply, your qualified financial planner for doctors can help alleviate the worry and stress associated with your finances, leaving you with more time to enjoy life. To get free financial advice, call MEDIQ and our qualified financial advisers would be able to assist you with planning a better future for you and your family.

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