Our Business Affiliations
To provide additional value for our clients, we maintain relationships with professional businesses providing services to medical professionals and practices. The following businesses share the Doctors' Choice Values and provide excellent service with integrity and care. We are pleased to recommend these businesses to our clients.
Comprehensive Wealth Management & Insurance
A message to you from James McLeod, Principal of Capital Partners, financial and insurance consultants:
Capital Partners specialises in securing the financial future of medical specialists, consultants and general practitioners. Whether you are seeking personal insurance solutions specifically built for medical practitioners or a long term relationship to make the most of your opportunities, a consultative approach is taken which starts with taking the time to understand what’s important to you.
Clients engage Capital Partners to:
- Ensure they have a disciplined cash flow strategy that accelerates debt reduction or generates wealth outside of their home and medical practice;
- Develop a long term financial strategy to ensure their financial resources are being optimised;
- Make sure the investment decisions they make are rigorously thought through and based on evidence, not speculation;
- Implement a risk management and asset protection plan to ensure that if they are injured, ill, or are sued, their family’s financial future is not at risk;
- Develop a water tight estate plan to ensure their wishes are followed on their death;
- Help them make smart financial decisions in spite of today's uncertain political, economic and social environment;
- Work collaboratively with the other professionals in their life to provide accountability and ensure a planned approach is taken;
- Receive an objective second opinion from the 2017 and 2019 Financial Planning Association’s National Professional Practice of the Year.
For your complimentary consultation, contact James McLeod, Principal, at firstname.lastname@example.org or (08) 6163 6105.
As part of the team that first created healthcare finance in Australia, Debbie Kiely and Ali Joyce have 50 years combined experience, and an intimate knowledge of all things finance for medical and dental practitioners. You don’t need to restrict yourself dealing with just one lender as they can help you source and negotiate the most suitable loan for your circumstances with access to multiple medico lenders and also their own products created exclusively for medicos.
• Earn uncapped earnings on Qantas Frequent Flyer Points $1 borrowed = 1 Qantas Point (terms and conditions apply)
• 90% loans to Self-Managed Super-funds
• 100% loans for Commercial property
• Up to 90% for Home loans (No LMI)
• Car Loans
• 100% Loans for Practice Purchases
• Equipment and Fit-out loans
Accounting & Tax Advice
A message to you from Litsa Christodulou, Partner of HLB Mann Judd, our accountants and tax advisers:
"HLB Mann Judd is a leading mid-tier chartered accounting and financial services firm located in Perth, offering award-winning services to clients in various industry sectors, including the health services industry. Our accountants will partner with you, providing personalised financial advice applicable to your specific needs. We’ll provide you with a full business health check that considers your individual business requirements, giving you strategic advice on planning, practice management, business structuring and other services specific to your industry. Our aim is to fully understand your business and offer financial advice above and beyond your accountancy needs. Being genuinely accessible, reliable and responsive is what really sets us apart. We're proud to say our clients genuinely enjoy working with us and that fosters long-term partnerships that can transform your business and personal financial success." For further information, contact me at Litsa@hlbwa.com.au or call (08) 9227 7500.