We Understand Doctors & Medical Professionals
At Smith Coffey, we recognise that doctors and medical professionals have a series of complex financial needs. From medical students to business owners or hospital doctors, medical professionals require tailored financial advice and specialist medical accounting to achieve business and personal goals. We believe that Smith Coffey provides the perfect structured environment that can allow you to achieve these goals.
“Smith Coffey offer a highly polished, professional, financial planning and accounting service, particularly for medical clientele. My own consultant always has a clear desk, treats me as if I’m his only client, never seems rushed, takes time to explain options and is fully briefed in latest taxation or superannuation rules. Advice offered seems sensible and geared towards pre-determined goals”
— Anaesthetist
Financial Advice for Doctors & Medical Professionals
Your life in the medical industry is a busy one, we understand that. Between your professional and personal needs, most medical professionals don’t have time to engage different financial advisors and accountants. At Smith Coffey, our medical accountants and financial advisors are all under one roof to provide you with efficient and cohesive financial services that align with your financial goals.
We have been helping Perth doctors and medical professionals build their wealth, businesses and secure their financial future for almost 50 years. Book a first consultation today, at our cost, to discuss your financial goals and learn why it makes a difference to work with a specialist medical accounting firm.
Wealth Creation for Doctors & Medical Professionals
Our financial advisors for doctors and medical professionals will create a comprehensive plan to grow, manage and protect your wealth. Whether you’re a medical student, starting a private practice or preparing to retire, it’s never too late to implement a strategy to build your wealth.
We tailor wealth creation solutions to suit your financial goals and your current position. Our experienced financial advisors for doctors can assist with loans, insurance, legal, investments, superannuation, retirement, estates and tax.
Grow your wealth and safeguard your financial position by speaking with a specialist medical accounting firm and financial advisors for doctors. We know the medical industry and the strategies to maximise your wealth.
Superannuation Specialists for Doctors & Medical Professionals
Get expert superannuation advice to maximise your income and meet your retirement goals. Book an initial consultation, at our cost, to understand what the trajectory is for your superannuation and receive educated and expert financial advice on a strategy that will grow your superannuation and secure your financial future.
Your superannuation specialist will review your existing superannuation, find any lost superannuation and create a strategy to reach your retirement goals. We will also discuss:
- Tactical investment
- Merging superannuation accounts
- Tax benefits
- Income protection
- Asset collection
Retirement Planning for Doctors & Medical Professionals
Make the most of your income while you’re working, secure your retirement and reach your financial goals. Our medical accountants and financial advisors for doctors & medical professionals will build a retirement plan to meet your targets by utilising your existing assets and using tax-effective income strategies.
Together we’ll plan a clear path for you to retire in a financially comfortable and secure position. Our retirement planning includes superannuation advice and estate planning to not only protect your assets but plan for your family’s future.
To discuss your financial goals for retirement and begin planning a strategy to get you there, book a consultation to speak with a specialist financial advisor for doctors & medical professionals.
Accountants, Loans & Insurance for Doctors & Medical Professionals
For medical accounting that will protect your income, maximise your tax returns, secure your assets and help your private practice prosper, speak with the medical accounting team that has been helping doctors & medical professionals for almost 50 years.
Smith Coffey deliver you the advice from all the following professionals in one place, to ensure your financial strategies are aligned with your goals and the right choices are made at the right time.
- Financial Planner
- Bank Manager
- Stock Broker
- Insurance Agent
- Accountant
- Lawyer
We understand that you’re busy managing your professional medical career and life, so we make managing your finances as easy as possible. We are constantly educating ourselves on the latest changes in the medical industry to provide you with experienced and educated financial advice on medical accounting, loans for doctors and insurance for doctors.
Before making financial decisions about your income, assets, investments or private practice, book a first consultation, at our cost, with Smith Coffey’s specialist medical accountants for doctors and medical professionals.
Medical Accounting for Private Practices
Many of our clients have grown their private practices with the help of our expert medical accountants and financial advisors for doctors. We can help with a range of financial strategies designed to maximise your income and ensure the security of the private practice.
Running a private practice can be a daunting task, but one that many doctors aspire to. Set yourself up for success by receiving experienced financial advice for doctors on tax, structure and cashflow.
Read more on our medical accounting for private practices.
Why Choose Smith Coffey as Your Medical Accounting Firm?
One of your goals for starting a private practice is wealth and financial security, so when you seek an accountant to help with your ATO compliance, don’t settle for an accountant that just does ATO compliance. Instead, engage a holistic financial advice team that specialises in private practice medical accounting and can help you become financially secure.
We’ve offered independent financial advice for doctors and medical professionals to the following sectors and more:
- Doctors and GPs
- Surgeons
- Doctors who own their Practice
- Medical Consultants
- Hospital Doctors
- Medical Students and Residents
To make things even easier for you, you will only ever have one point of contact at Smith Coffey, who knows you and your exact financial needs. We will be able to consolidate all your financial needs and business requirements in one place. This will save you valuable time, money and hassle by handling your finances, accounting, tax, legal requirements, estate and retirement planning all in the same place.
Build and Protect Your Wealth Today
Your first meeting with a Smith Coffey consultant will exclusively focus on you and your financial needs and goals. We won’t charge you any fees or impose a time limit for your initial consultation. We are also flexible to your needs so are happy to meet in person at our office in Subiaco, on the phone or even using secure video technology, whatever is easiest for you.
We are experts in the financial needs of medical professionals and doctors just like you. Contact us today to talk to one of our consultants.
our team
who you'll be having
who you'll be having
a good chat with
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.
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.
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.
