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Financial Advice

Medical Professionals

RFS’ Advice program for medical professionals

In one of the worlds most demanding professions it is no surprise that many medical professionals struggle to find the time for anything but work and family.

Brief forays into investment can be lucrative – or painful – in the short term, however to have real control over your financial security it needs both attention and time commitment.

RFS has a well established history in providing advice to this sector. We understand the industry and its demands and have built programs to cater for it as well as work in conjunction with specialty providers such as MAP Super, Medfin and Remserv.

Our role is to help you take absolute control of your investments and insurances.

How can RFS Advice help?

Properly structured asset ownership is the foundation of building long term financial independence. In an increasingly litigious society we often see professionals incurring unnecessary stamp duty and capital gains tax when looking to protect their hard earned assets. Establishing the right structure now can save tens (sometimes hundreds) of thousands of dollars in the future. The right tax structure also means you will have more dollars working for you.

Additionally, we see many examples of clients, who either through lack of understanding or more often lack of time, find themselves painfully underinsured when tragedy strikes. Making sure your family is protected and your spouse and children can enjoy the lifestyle you intended for them has to be a priority.

Insurance Funding to buy business partners out is also a necessity. Without it, you may well find yourself not only supporting your family but your business partners as well.

Your first step

Medical professionals have many demands in their lives so let us take some of the load off. We will make this process as seamless as possible and work around your time commitments.

Don’t waste this year’s income by trying to do it all yourself and taking time away from the more important things in life.

Make an enquiry today

You can arrange an appointment with RFS Advice today by filling out the form below.


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