Financial Planning
From 1st July 2009 onwards we provide a comprehensive Financial Planning service, conducted under the banner of MAS Planning Pty Ltd. Whilst the service is new to Medical Accounting the principals have extensive experience in this area dating back to 1987 (yes, we have experienced 'that' recession as well).
This service is also available to non-clients of Medical Accounting Services who are happy with their accountants, but do not have access to a specialised financial planner with extensive understanding of the requirements of the medical profession.
We are authorised representatives of AAA Financial Intelligence Pty Ltd (AFS Licence #312478).
Investment advice is based on a professional fee-for-service model, which eliminates any bias towards specific investments, schemes or 'sales volumes', or indeed the amounts invested or available for investment. Our clients' interests are paramount.