Why Choose Smith Coffey as Your Financial Planner?
When it comes to financial planning for dentists, we have the knowledge and expertise to help you achieve your personal and professional goals.
With almost 50 years of experience working closely with a niche group of professions, the Smith Coffey team has a deep understanding of the tax and financial requirements specific to the medical industry, including dentists, dental professionals and dental practice owners.
Your journey with us will be supported by tailored and straightforward financial advice, so whether you are entering the workforce as a graduate, have an established practice, or want to start planning for your retirement, speak with a financial planning team with specialist insight into your dental profession and career trajectory.
“Tell us your financial goals, and we’ll advise and build a financial plan to suit you.”
Your first meeting with a Smith Coffey consultant will exclusively focus on you, your current status, and your financial needs and goals. We are flexible to your needs, so are happy to meet in person at our Subiaco office, on the phone, or even using secure video technology.
Financial Planning Services for Dentists & Dental Professionals
Our financial planning team’s experience working with high-net-worth individuals in the dental industry is arguably unsurpassed in Australia.
We’ve made it our business to understand the sometimes-complex tax and financial requirements of your industry and offer this range of refined services to help you grow, manage and protect your wealth:
- Tax effective wealth creation
- Debt management planning
- Superannuation planning
- Retirement planning
- Estate and multi-generational planning
We have a client-first philosophy based on helping you create a secure financial future. This means we take the time to get to know you so we can identify your future goals and establish a clear and realistic path to achieving them.
Tax Effective Wealth Creation for Dentists & Dental Professionals
Smith Coffey will help guide you in organising your finances and developing tax-effective strategies to build and preserve your wealth.
Our ability to create strong relationships assists greatly, ultimately ensuring your goals are set and engaged with proven processes to help you achieve your aspirations.
“We all want to create enough wealth to live our best possible future.”
Through nearly 50 years of learned experiences here in Perth, we take a proven strategic and process-driven approach to your financial planning. We will help you use the accounting tax rules to your advantage, by investing tax effectively and maximising deductions.
Debt Management Planning for Dentists & Dental Professionals
For those seeking advice managing existing debt, we can help you better understand the process and guide your decisions about what to take on before creating a long term strategy to pay it down. Be it debt related to study, personal or private practise, we will help you manage your non-deductible debt efficiently and effectively.
Superannuation Planning for Dentists & Dental Professionals
Often referred to as your “nest egg” your superannuation is an important piece of your lifestyle flexibility and retirement mix. More than ever, it’s important to know that your money and your future are in safe hands.
We understand the challenges you face as a dental industry professional and will demystify the complexities of super with tailored advice to maximise your nest egg.
Retirement Planning for Dentists & Dental Professionals
Whether your retirement is coming up or is still on the horizon, consider careful financial planning now to ensure that you live the retirement you deserve.
As you get closer, we will map out a strategy to maximise your super, consider conservative investment strategies to reduce portfolio losses and use modelling to anticipate your capacity to live your best life through retirement.
Estate and Multi-Generational Planning for Dentists & Dental Professionals
Your financial advisor can provide insight and guidance regarding peace of mind estate planning and education planning for your children or grandchildren.
At Smith Coffey, we take a holistic approach to family wealth planning so you can preserve your wealth for future generations and have a lasting legacy.
Help When You Need It
At every stage in your life and career, we're here to help. We'll always be available to answer your questions and guide you through both opportunities and challenges.
We are experts in the financial needs of dentists and dental professionals just like you. Contact us to build and protect your wealth today.
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our team
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Mike Coffey
Financial Services Consultant, Principal
Mike is a founding Principal of Smith Coffey from 1973. He has over 45 years experience in providing strategic and tactical financial advice to the medical profession.
Mike holds a Bachelor of Commerce Degree from UWA and is a Member of the Institute of Public Accountants (MIPA).
Mike enjoys golf and skiing, and looks forward to new client relationships.
Stephen Jones
Financial Services Consultant, Principal
Stephen has been providing accounting and financial advice to the medical and dental professions at Smith Coffey since 1995. He was honoured to be recognised in Barron’s ‘Australia’s Top 100 Financial Advisers’ in 2020.
He holds a Bachelor of Business degree (Accounting), qualified as a CPA and is currently a Member of the Institute of Public Accountants (MIPA), Association of Financial Advisors (AFA), and The Tax Institute (CTA).
Stephen enjoys spending time with his family, skiing, wing foiling and is an active member of the local Surf Life Saving Club.
Mark Kynaston
Financial Services Consultant, Principal
Mark has over 20 years experience in the accounting and finance profession. Mark joined Smith Coffey in 2001 and his role is to assist clients by co-ordinating advice in relation to all of their financial needs, including advice on establishment of private practices, tax management and structuring, financial planning, loan finance, superannuation, investments and risk management.
He holds a Bachelor of Commerce (Accounting and Business Law), is a Chartered Tax Adviser and a Member of the Institute of Public Accountants (MIPA).
Away from the office Mark’s three children keep him busy, and he enjoys going to the gym and a morning out in the surf.
Miles Metcalf
Financial Services Consultant, Principal
Miles is a senior financial consultant at Smith Coffey. He specialises in advising doctors and dentists on matters such as purchasing a house, finance structuring, cashflow management and practice management issues. Miles has been providing tax, accounting, finance, insurance, superannuation and financial management advice to the medical profession since 1999.
Miles’s passion outside of the office, other than his family, includes keeping fit, getting away on camping trips and snow skiing.
