ABOUT US

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As a son of a doctor, a brother to a doctor and a husband to a doctor, I understand the pains, struggles, and joys that come with a career in medicine and am honoured to work with doctors at all stages of their careers by offering truly unbiased, quality financial advice.
ABOUT US
FEE ONLY

FEE ONLY

Being paid by you means we are committed to you.
CLIENT CENTRIC

CLIENT-CENTRIC

Putting your interests at the center of everything
VIRTUALLY ANYWHERE

VIRTUALLY ANYWHERE

By meeting virtually we can assist you no matter where you are.
FLEXIBLE HOURS

FLEXIBLE HOURS

You don’t work 9-5 so why should we? Appointments to suit your schedule.

OUR LATEST BLOGS

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HOW IT WORKS

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1

BOOK A
CALL

This complimentary call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Dermatologist if you need heart surgery.

2

MEDICAL HISTORY

Just like you, we first have to diagnose before we can prescribe. In this meeting we will ask you a few questions to understand what your current condition is.

3

CREATE A CLEAR PLAN

After painting a picture of your life right now, we co-create a plan that takes you from where you are to where you want to be.

4

REACH YOUR DREAMS

Plans evolve and change just like life. This is why the plan needs to be monitored and tweaked from time to time.

TESTIMONIALS

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“I’m living my best life and saving”
“I wish I had met Ben earlier in my career”
“I didn’t know I needed Ben”
“He is easy to talk too and understands my needs as a doctor”

Not ready to talk? We can still help!

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