Financial services for healthcare professionals
Financial services for healthcare professionals
We help healthcare professionals manage their personal finances and achieve their wealth goals.
Life can get extremely busy for people who work in the healthcare sector.
As a doctor, nurse, dentist, physiotherapist, vet or any other health professional, finding the time to take care of your own needs is never easy.
For more information on our Financal Services >
Every day financial support
Whether you’re employed in the public health system or manage your own successful healthcare practice, you can rely on RSM to take care of your everyday financial needs.
Our goal is to keep your finances on track and make sure your obligations are met, so you have confidence in your financial position no matter what the future brings.
Wealth accumulation
Wealth accumulation applies to every area of your life, including:
- effective budgeting
- debt repayment
- asset protection
- strategic investing
- insurances in the event of injury, illness or death (including income protection, business expense insurance, and buy sell agreements)
RSM’s specialist financial services team has experts in each of these areas, and can help you make informed decisions that align with your personal situation and goals.
We can also assist with philanthropy, and support you in establishing and maintaining a tax effective strategy with maximum impact.
Superannuation
Make your money work harder with practical investment strategies and advice on how to maximise your superannuation benefits.
While the debt may seem insurmountable, it’s important not to ignore it as this often leads to a more dire situation. Instead, take a proactive approach to your personal or corporate tax issues, with support from our team who can assist you by:
Our team will work with you to understand what you want to achieve – be it early retirement or simply a comfortable lifestyle in your golden years – so we can design a strategy tailored to you. Ask how we can help:
- establish a preferred risk profile to ensure your benefits are tailored to your risk tolerance and investment time frame
- select a superfund
- consolidate your superannuation
- develop tax effective investment strategies for superannuation
We can also connect you with our self-managed superfund team if you need support to manage your SMSF investments and compliance obligations.
Retirement planning
Get strategies and advice on how to structure your assets to meet your income needs approaching and throughout retirement.We can assist in these areas:
- establishing tax effective income streams to meet retirement needs
- projections to determine if accumulated assets will meet income needs through to life expectancy
- consideration of any potential Centrelink entitlements throughout retirement
- assistance regarding aged care factors (if it applies)
Your first consultation is on us.
A full suite of financial services
You can rely on RSM to support you with a range of financial services, backed by our strong reputation and 100-year history.
With 32 offices across Australia, our teams operate in metro and regional areas – partnering with big brand names through to small, rural community healthcare organisations to deliver onsite and remote support.
