Financial Strategy

  • Asset protection
  • Cash flow management
  • Salary packaging
  • Debt recycling
  • Gearing
  • Philanthropic management
  • Retirement planning
  • Wills & Estate Planning
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Investments & SMSF

  • Investment strategies
  • Property advice
  • Negative gearing
  • Superannuation strategies
  • Self managed super funds
  • Portfolio management
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Legal

  • Practice / Commercial Property & Leasing
  • Estate Planning & Wills
  • Formation Agreements (Shareholder, Partnership, Associate etc.)
  • General Commercial & Contract Advice
  • General Legal Advice
  • In-house Legal provided by Bespoke Law
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Life & Income Protection Insurance

  • Insurance strategies
  • Income protection
  • Life insurance
  • Trauma & TPD
  • Business expense
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Loans & Financing

  • Residential loans
  • Commercial loans
  • Asset and equipment financing
  • Margin lending
  • Debt management strategies
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Medical Accountants

  • Tax returns
  • BAS / GST
  • Tax minimisation strategies
  • Accounting strategies
  • Practice structures
  • Service trusts
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Medical Marketing

  • Business consultancy
  • Brand creation
  • Referrer / patient lead generation
  • Outsourced administrative services
  • Websites and online marketing
  • Offline marketing
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