The politics of the Healthcare industry are continually changing, while the capacity of the private and public systems is stretched by an ageing population, the burden of chronic illness is growing and the organisation of health services is outdated. We help Medical, Dentistry and Allied Health professionals and practices to discover the best frameworks for their practice and realise their private wealth potential.
Whether you are a dentist, doctor or allied health professional, we understand that you are facing these challenges at the front-line of care on a regular basis, all the while continuing to maintain and coordinate quality patient outcomes.
Our Perks Medical industry specialists have extensive experience in advising for many medical professionals, at an individual, practice and group level. We know that as a medial practitioner, time is all too often a resource that you feel in short supply of, so we proactively stay on top of the current financial issues relevant to the medical profession, so that you can concentrate your time effectively.
We understand that you work hard for your money, so we work just as hard to make your money work for you, your family and the generations to follow.
Andrew specialises in tax planning advice and wealth creation strategies for medical practitioners, specialists and other health sector professionals.
Sam has assisted many pharmacy and medical clients in the key areas of tax compliance, business valuations and restructures, business transactions and transitioning their financial affairs to the cloud.
Brian specialises in providing high level taxation advice. Tax consulting across corporate tax, capital gains tax and international tax, to ATO product and class rulings for managed investment schemes.
Eddie provides tailored advice to clients on their personal and business risk insurance needs. His client’s unique situation is at the forefront of every risk protection strategy he puts forward.
Bruce provides clients with tailored banking and finance solutions to best meet their business and personal requirements.
Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly.
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With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.
We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.