Medic Financials

ABOUT US

Medic Financials exists to help its clients prosper and protect their wealth.

We understand finance can be very complex, especially in the medical industry. Medic Financials recognize that medical professionals may need assistance to navigate this area, so they can make the most-informed and best decisions to achieve their goals.

We also realise that being a medical professional is a full-time committed role, often leaving limited time for managing money. As specialists in financial advice for the medical industry, we can help by providing direction and a clear plan based on your financial, business and wealth goals.

Medic Financials team

Our dedicated and professional staff members all have accounting and financial service backgrounds and expertise. Our team is committed to providing you with the facts and guidance you need to make informed, sound financial decisions for your future wealth.

OUR SERVICES

At Medic Financials we can offer you, as our client, a full range of financial services, geared towards your personal goals as well as your medical practice. This includes accounting, bookkeeping, taxation strategies, financial planning, investment advice, insurance and more.

Tax advice is a particular specialty of ours. In many cases we have been able to save our clients thousands of dollars in tax liabilities by implementing the right tax structures and strategies. We also educate our clients on taxation, so they know how to correctly use taxation strategies.

We love being able to save our clients money and help them on their road to meeting their goals, and ultimately, to greater wealth and financial independence. Our clients range from individual doctors, dentists and other medical professionals to large clinics and healthcare groups. No matter how big or how small, all our clients are valuable to us and are treated with the same respect.

Accounting & Tax

As a busy medical professional devoted to the health and wellbeing of your clients, you need an accounting expert you can trust.

All too often, accountants only look in on their clients at financial-year end. At Medic however we realise that having the right strategies in place all throughout the year is important for the best results. For this reason, we are available to help you with your accounting needs year-round.

Our priority is to focus on the accounting requirements that are unique not only to the medical industry, but also to your own specific practice. By working this way, we can provide services tailored to your business.

We aim to always give you the best and most up-to-date advice and service for your accounting needs, to you can focus on your healthcare practice.

Bookkeeping

Accuracy in your books is more important than ever these days. Without an up-to-date accurate picture of your financial position, it will be difficult to keep up with compliance and to make data-driven informed decisions about your business.

While there are many good bookkeeping services out there, the medical industry has very specific bookkeeping needs. This means doctors, dentists and other health professionals need bookkeepers who understand the medical industry, so they can access a services package tailored to their practices.

As your medical practice bookkeeper, we will ensure your accounts are kept continuously up-to-date, accurate and compliant. We will go beyond just crunching the numbers, however. We can go through your monthly reports with you to explain what the numbers mean and how they affect your business. And depending on your needs, we can help you with advice on cost reductions, expense claims, cashflow, budgeting, inventory management and more.

Financial strategy

When it comes to financial strategies it’s important for medical practices to engage an adviser who understands the medical industry and its complex rules and requirements.

SMSF & Investments Strategy

Medic Financials will assess your situation, discuss your goals and objectives, and help you create an appropriate financial strategy.

Property Advocacy

Looking for suitable properties to invest in, whether residential or commercial, can take up a lot of time in the life of a busy medical practitioner.

First, there’s research to be done to see what’s available on the market. Then, you need to arrange inspections, and spend time driving around to look at the properties.

Even when you find a property you think will be a winner, there could be stiff competition to deal with, and there’s also the stress of making bids or offers in the hope they’ll be accepted.

Private Wealth

Donec vestibulum lectus sem, vel convallis ligula commodo ac. Aenean congue placerat risus, eu ullamcorper velit maximus sed.

Insurance

Aenean congue placerat risus, eu ullamcorper velit maximus sed. Donec lorem ipsum dolor lectus sem

Legal

Donec vestibulum lectus sem, vel convallis ligula commodo ac. Aenean congue placerat risus, eu ullamcorper velit maximus sed.

Medical Marketing

Donec vestibulum lectus sem, vel convallis ligula commodo ac. Aenean congue placerat risus, eu ullamcorper velit maximus sed.