4.9
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from 61 Google review
Official Industry Partner, UNSW Business School
Working exclusively with medical and dental professionals
01. PROTECT YOUR INCOME
Your earning capacity comes first.
Total Risk Architecture
The Doctor's Guide to Wealth and Health Protection
For: doctors and dentists who feel the pressure of a high-income career and want both their health and finances on solid ground.
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Why burnout and financial exposure share a root cause
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How to protect your earning capacity, the "golden goose" behind everything you build
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Co-written with Dr Jen Draper, medical longevity strategist and former GP
Australia's One-Stop Insurance
Solution
Your guide to personal insurance in Australia
For: anyone who wants to understand how income protection, life, TPD and trauma cover work before making a decision.
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What each type of cover does, and how the pieces fit together
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Inside super or outside: the trade-offs for cost, tax and claims
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What to look for in a policy definition before you sign
02. GROW YOUR WEALTH
Turn a high income into lasting freedom
The 3E Wealth Principles
The wealth framework every Australian doctor and dentist needs
For: doctors and dentists who earn well but haven't yet built a clear plan for what that income should become.
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Calculate your Freedom Number: what financial independence costs for the life you want
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Run a personal risk audit of what stands between you and that life
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The 8 moves that turn a high income into lasting financial freedom
03. RUN YOUR PRACTICE
Build a practice worth owning
The 3E Business Principles
The business framework every Australian practice owner needs
For: doctors and dentists who own a practice, or are about to buy into one.
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The "CEO moment": the business skills no clinical degree teaches
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How to read your practice's numbers, from cash flow to overhead ratio
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The 8 moves that build a practice worth owning, including protecting it if a key person can't work