1300 063 347 Free 30 minute consultation

Get a tailored investment plan to help achieve your goals

We all know we should invest our money wisely, but with all the investment choices available, it’s hard to know where to invest and what to invest in. It’s no longer a simple case of shares, property, fixed interest or cash – there are literally hundreds of combinations of asset categories, across different countries, themes and sectors.

A MEDIQ Medical Wealth Strategist can talk to you about your investment objectives, both short and long term, assess your current financial position and recommend appropriate investment options to help you achieve those goals. Over time, your Wealth Strategist’s recommendations will change to meet your changing circumstances and financial needs.

Financial advice should be ongoing and a Medical Wealth Strategist should be part of your everyday life.

Quality advice, from our wealth planning experts

MEDIQ Financial Planning advisers pride themselves on providing you with advice that is best suited to your individual needs.

Our firm is committed to providing you with expert advice to ensure we are able to meet your financial planning needs, our advisers will ensure you walk away not only better informed, but with a financial strategy designed to meet your retirement goals.

Get in touch with us today to arrange a FREE consultation

To arrange a FREE consultation, simply fill in your details below and we’ll give you a quick call and arrange a time.


    Here is what medical professionals around Australia have to say about MEDIQ Financial

    Our team of specialists are qualified through some of Australia's leading Accredited Associations

    Our Services

    About Us

    Other links

    Head Office VIC

    NSW Office
    • 121 Harris Street, Pyrmont NSW 2009

    © MEDIQ Financial Planning Pty Ltd ABN 41 147 795 444 is owned by MEDIQ Holdings Pty Ltd AN 13 625 285 458. MEDIQ Holdings is an indirect subsidiary of Focus Financial Partners LLC, a leading global partnership of wealth management firms incorporated in the USA. Connectus Australia, through its subsidiary Focus Australia Services Pty Ltd ABN 15 644 395 808, employs financial planners and administration staff to assist in the operations and the provision of advice by MEDIQ Financial Planning. MEDIQ Financial Planning Pty Ltd ASIC No. 392550 is a Corporate Authorised Representative of Connectus AFSL Ltd ABN 64 109 808 577 AFSL 300878, and remunerated by, Focus Australia Services. Focus Australia Services does not hold an Australian Financial Services Licence. For further information, please read our Financial Services Guide and privacy policy found on this website.

    MEDIQ Financial Planning Pty Ltd provides financial planning advice and services for superannuation, SMSF, managed investments, shares and personal risk insurance only.

    MEDIQ Accountants Pty Ltd provides taxation and accounting services.

    Herbert Mai is authorised by MEDIQ Credit Advisory Pty Ltd ABN 54 161 503 019 ACL 433670 to provide credit assistance.

    MEDIQ Financial Planning Pty Ltd, MEDIQ Credit Advisory Pty Ltd and MEDIQ Accountants Pty Ltd operate from the same business premises. MEDIQ Accountants also refer clients to MEDIQ Credit Advisory Pty Ltd for credit assistance advice and MEDIQ Financial Planning to receive financial planning advice. Although these relationships exist, each business (MEDIQ Financial Planning, MEDIQ Credit Advisory and MEDIQ Accountants) is solely and separately responsible for the advice they each provide. In particular, Connects AFSL Ltd ABN 64 109 808 577 AFSL 300878 is only responsible for the services provided by MEDIQ Financial Planning.

    The information on this website is general information only, and as such, the specific needs, investment objectives or financial situation of any particular client have not been taken into consideration. Before making any investment decisions we recommend you seek professional advice.

    MEDIQ Accountants Pty Ltd - Liability limited by a scheme approved under Professional Standards Legislation.