FPM Webinar series: Beyond the clinic

Session 2: Optimising your financial affairs as an experienced physician

This session is aimed at those starting their financial wealth building journey, as well as experienced fellows looking to review their financial strategies.

Topics include: 

Accounting and structures 

• Investing and structuring for tax minimisation and asset protection.
• Identifying residential and commercial property opportunities and using property to build wealth.
• Finance available for investment and how you can leverage your qualifications with your bank for a better deal.
• Developing, reviewing, and tailoring a wealth building strategy that meets your needs and risk profile.

Financial planning and wealth creation

• How to structure investments and loans. 
• Legal strategies for estate planning, protecting your wealth and helping your children.
• Superannuation – maximising growth in the accumulation phase and the assets to buy in super. 
• How to structure personal insurance.
• End game – what are we working towards and why?

Our guest speakers include legal and financial experts from William Buck as well as fellows of the faculty who will share their own unique experience. 

For our New Zealand colleagues:

Please note that due to differences in legal and regulatory frameworks, the guidance provided in this session will be specific to Australia. However, we trust the overarching concepts will be of value. Should you require tailored advice, William Buck are pleased to offer a complimentary session with their New Zealand team. 

CPD: Category 2: Knowledge and Skills – Learning Sessions

The next session: 

Session 3: Starting a group private practice with colleagues (2 September)

Contact us for more information.