We understand the challenges you face and we realise from working with Dentists, Orthodontists, Oral & Maxillofacial Professionals and others in your profession for 22 years that your time is precious. Our aim is to provide you with individually tailored advice within a comprehensive plan.
You have invested many years in your career and it is vitally important that you receive appropriate Risk Management Planning advice to secure your future wealth and your estate in the most tax effective manner.
Our advice process comes to you but we also meet with your accountant and financial adviser in the process and provide a comprehensive report to enable you to make a qualified and informed decision.
Your patients develop a trusted relationship with you and our clients develop the same trusted relationship with us.
It is important for Dentists, Orthodontists and Maxillofacial Professionals to realise that Insurance Risk Management Plans are not static and need constant reviewing to ensure the insurance plans put in place today meet your changing circumstances tomorrow. We review your circumstances annually. This is vitally important in the early years, as your earnings grow.
While you build a career, we’ll help protect your wealth and your family's future.
As specialists in Risk Management Planning, we understand both the unique circumstances of your profession and the opportunities available to you. We can help you put the right structure in place now to ensure the protection of your cash flow and tax effective management of your business and personal debts.
If you’re already well into a career, we can review your current structure to ensure you’re maximising the available opportunities.