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Financial planning for medicos paper

Published on 30 Sep 10 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • unique financial issues of medical professionals
  • the four stages in a medico's financial life
  • aspects of a comprehensive financial plan
  • asset protection
  • modern estate planning.

Author profile:

Hayden Loxton
Hayden is Senior Financial Consultant with Perpetual Private Wealth who has worked in the financial advice industry for the last 8 years. Hayden applies his extensive experience in investment management, retirement planning, superannuation, taxation and estate planning to provide sophisticated financial advice and recommendations on appropriate strategic structures to a broad range of private clients. Current at 13 October 2010
 

This was presented at Dissecting the Health Professions.

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Author(s):  Tim CLAYTON

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