Why Perth Medical Professionals Choose Smith Coffey
True long-term growth and security is the result of a co-ordinated and balanced approach across all financial disciplines. That’s why at Smith Coffey we deliver a synchronised plan that covers everything from tax and accounting to investments, to insurance and estate planning. It’s a plan designed to help you meet your personal and business goals, and ensure you make the best possible decisions for the best financial outcome.
It’s not uncommon for people to have a Bank Manager, Stockbroker, Insurance Agent, Accountant and Financial Planner – all providing independent advice on the current critical events in your life. But how often do they communicate with each other to ensure the information they give you is right for your greater financial position, now and in the future?
It is our aim to be your ‘financial architect’ and provide solutions to the many and varied financial issues that you might face throughout your lifetime. Consequently, you can focus on your career, family and social life. And so, make every day a truly great one.
Our Experience
For almost 50 years we have specialised in helping medical professionals on their journey from student to private practice to self-funded retired. In doing so, we’ve built a reputation for offering sound financial advice to thousands of doctors and dentists in and around Perth.
Understanding the financial nuances and advantages specific to the industry, Smith Coffey are well equipped to help you with a range of specialised services under one roof, including:
- Tax & Accounting
- Financial Planning
- Personal Insurance
- Superannuation
- Investment
- Cashflow Management
- Loans & Financing
Our Qualifications
A part of what separates Smith Coffey from other accountants is our experience and understanding of the specific tax and financial requirements faced by doctors and medical practices. We have comprehensive knowledge of each medical position and their complex accounting needs, from medical students to practice owners.
Rather than receiving generic tax or financial advice, at Smith Coffey you will be speaking with qualified Certified Practising Accountants (CPAs), Chartered Accountants (CAANZs, formerly known as CAs) and Chartered Tax Advisers (CTAs) that are experts in accounting for medical professionals.
In addition to accounting qualifications, our consultants are RG146 compliant and have completed either the Diploma of Financial Services (FP), the Advanced Diploma of Financial Services (FP) or the Diploma of Financial Planning.
Our Approach
We have a client-first philosophy that is based on helping you create a secure financial future. This means we take the time to get to know you and your particular needs so that we can make the most appropriate recommendations.
Your journey will be supported by tailored and straightforward financial advice, as we work with you to identify your future goals and establish a clear and realistic path to ultimately achieve them.
We’ve made it our business to understand the sometimes-complex tax and financial requirements of the medical industry and offer you a range of refined services to help you grow, manage and protect your wealth. We are happy to discuss your financial planning needs, including:
- Tax effective wealth creation
- Debt management planning
- Retirement planning
- Estate and multi-generational planning
It is because we are dedicated to our clients seeing lifetime value with us that we even have a team dedicated to Doctors in Training. From our experience, establishing a financial plan and strategy early will put you in a better financial position, allowing focus on work and personal life.
The Changing World Of Financial Services Can Be Overwhelming...
We will provide a bespoke financial plan to help you achieve your goals.
Smith Coffey specialise in the needs of medical and dental professionals. We provide a 360-degree financial service.