Finance

Resources

The Retirement Spellbook: Planning for a Golden Future

Financial Planning & Advice

Med Student to Intern: The Financial Essentials

Resources

The Spellbook Panel: Lending and Financial Planning Q&A

Resources

Wealth Protection – The Foundation of Financial Security

Working through the importance of protecting your biggest asset, the implications of not being able to work and the out of pocket costs of having a…

Financial advice for Doctors

New to Australia as a Doctor: Why Getting Financially Set Up Early Matters

Resources

First Home Buyers: Medico LMI waiver or Government 5% Scheme

Medical and dental professionals can access exclusive first-home lending options, including 5–10% deposits with no LMI. Recent changes to the First Home Guarantee Scheme now allow…

Resources

Assessing Practice Acquisitions With Technology

I am a co-shareholder of Castle Medical Holdings, drawn to its unique structure where medical centres are managed by a skilled team handling operations, finance, IT,…

Resources

Empowering You and Your Team With Smarter Tools and Insights

In today’s healthcare world, practices are expected to do more with less—balancing patient care, compliance, financial sustainability, and team development. The right tools can transform how…

Resources

Property Financing for Medical Practitioners

Join Paul Jarvis from BFD Finance for a practical session on property financing tailored to medical practitioners. Learn the pros and cons of property investment, key…

Resources

Steps to Build Your Wealth

This presentation will guide you through actionable steps to enhance your financial wealth. We will delve into: Cashflow Analysis: Learn how to effectively monitor and manage…

Resources

Financial Planning – Planning for the Future with Succession Planning

This presentation will cover the essentials of integrating succession planning into your financial strategy from the start, ensuring a smooth transition and securing the future of…

Resources

Understanding Debt Recycling

This session will cover the concept of debt recyling so you are informed to be able to explore options with your Accountant of Financial Planner. We…