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Why Doctors And Dentists Find It Hard To Achieve Real Financial Progress

Despite the high income that many doctors and dentists earn, many find it hard to achieve tangible financial progress.

This is the main reason why healthcare professionals engage our services – to tap into a well-defined and structured wealth creation process that we develop and implement for you.

Over time we have refined our process to specifically help doctors and dentists address the financial challenges that you experience. Every client is unique, and we tailor our advice to your particular family circumstances. Hence why we are so effective.

It is really difficult for medical and dental professionals to achieve this on your own, for the following reasons:

1) lack of time (your time is better spent being productive with patients);

2) lack of interest (very few doctors and dentists have a very active interest in managing money);

3) lack of knowledge (strategies, legislation, investment and insurance products);

4) lack of goal setting (you may also like this article – READ);

5) lack of tools (our financial modelling and scenario-testing, projections and calculators);

6) lack of experience (we have dealt with dozens of doctors and dentists and have built an invaluable level of expertise in this area).

I would love to help, but I am personally at a stage where I am taking a limited number of new clients per month. I expect to establish a waiting list for new clients at the end of 2018.

If you have any questions, or would like to be considered as a new client, please contact me via 0432 885 295 or

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