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Our Approach to Financial Advisory Services
Smith Coffey’s financial planners and advisors are well-equipped to help you with all your financial requirements. Here are three great reasons why you should choose our financial planning services:
1) Our experience: For almost 50 years we have been the only firm specialising in helping medical professionals on their journey from student to private practice to self-funded retirement, building a reputation for offering sound financial advice to thousands of doctors and dentists in and around Australia. Don’t just take our word for it – hear from our clients on Google.
2) Our team: Most of us have worked together for well over a decade, and are well-versed in your sector as we help doctors and dentists all day, every day. Find out how we can help you pursue your financial goals.
3) Our service: Providing financial advice is more than just a job for us. Our aim is to offer a consistently high value service from friendly and helpful advisors following a proven process. See how we work with our clients.
Our Accounting and Financial Planning Services for Medical Professionals
As experienced Perth financial advisors, Smith Coffey provide a comprehensive range of services to ensure your financial security at all stages of your career. Our independent financial planners and accountants can help you with:
- Wealth management and investment strategies
- Tax advice
- Loans and debt management
- Insurance and risk management
- Retirement planning and superannuation
- Independent financial advice and planning services
At Smith Coffey, we have a deep understanding of financial planning for doctors, dentists and medical professionals. We’ll always consider your personal circumstances and make recommendations grounded in your best interests, your financial situation and your financial goals.
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.