Advice From Intern To Consultant

Our team has helped hundreds of doctors - from intern to consultant- secure their financing needs.

From your intern year, through residency, speciality training and your consulting years, your financial needs and objectives change significantly.

You might be frequently switching rotations, or switching hospitals, taking additional locum work or transferring from hospital to clinic. 

Our team has seen it and knows which lender will likely accept it.

You deserve a long term partner who deeply understands medical and can help you at each step along the way. We’ve been assisting some consultants since their intern year, and they still rely on us for their finance requirements.

Our Finance Offer to Doctors

Access to specialist medical lenders
In addition to our standard panel, we are accredited to write loans with BoQS, ANZ Health, Bankwest Private, Medfin and all other lenders offering 5% and even 0% deposit no mortgage insurance loans. Talking to us means you're talking to many.
Ability to place unusual income
Working with our banking partners, we are able to quickly understand and place any unusual income that may have been declined by other 'general' lenders or brokers. This includes locum, billings, hospital arrangements and complicated self employed.
Purely online lending options
We don't only place business with medical speciality lenders.

If you have a deal that fits with rapid turn-around 'online' lenders with class beating rates, we can place you there too.
A dedicated personal lending partner
We've built our business on creating long term relationships.

Your lending partner will become your go to for advice - for years into the future.
We can place you with Private Banking
Want to skip the 'on hold' music and clueless customer line staff? We can establish your banking within the private banking arms of the major lenders, giving you access to a dedicated banker to assist with your enquiries (subject to lender discretion and eligibility).
Lending for medical professionals
First homes, luxury homes, investment properties, finance, cars, practices. We can find competitive rates and products for many requirements.
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Financial advice for medical professionals is critically important. Doctors often receive little training or support in the way of managing financial affairs, leading to costly mistakes.

Doctor-Specific Income Protection and Insurances
A doctor losing their ability to diagnose or operate loses a lifetime of dedicated study and practice. Yet many doctors have inadequate protection against injury or illness. If you're PGY2 or beyond, having this part of your overall wealth strategy is critical.
Superannuation optimisation
Optimising your superannuation is one of the most important financial decisions you can control. We review your existing superannuation arrangements including investments, fees, contribution opportunities and death benefit nominations, to ensure that your retirement funds are being out to best use.
Investments that are creditor protected
It's rare, but it happens. Doctors can be sued for malpractice, and when that happens, assets can be frozen as a result. Having a safe haven for wealth that can potentially supplant or support income during this stressful time is an important pillar of your wealth strategy.
Retirement Planning
Approaching Retirement and not sure what to do? We work with you to determine your retirement goals, provide tailored retirement solutions to help meet these goals and ensure the stress is removed from an often complicated process.
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