Medical Practitioners and Professionals.

At JustInvest we understand the unique challenges that medical practitioners and other professionals face when it comes to managing their finances.

With demanding schedules and complex financial arrangements such as business ownership, finding the time and expertise to effectively navigate these matters can be daunting. That’s where we come in.

Do You Charge Percentage Based Fees for Advice?

No. We don’t charge percentage based fees (Eg 1% of your portfolio value). For many years we have offered a flat fee approach, based on our hourly rate. Contact us for further details.

Do you need to have a minimum portfolio value to seek advice?

In short, no. However the minimum investment value for our clients is usually $100,000 or above, and most portfolios that we deal with are over $500,000 (this may include super/pension/investment accounts for a couple or family).

Why choose JustInvest?

There are many reasons why clients seek our services –
including:

Expertise

Our team has expertise in catering to the needs of medical and other professional practitioners. We possess an understanding of the intricacies involved in your financial landscape, allowing us to provide tailored solutions that align with your specific goals and circumstances.

Time Efficiency

Recognizing that time is a precious commodity for busy professionals, we streamline the financial planning process to ensure maximum efficiency. From initial consultation to ongoing reviews, we prioritise convenience and flexibility, allowing you to focus on your core responsibilities without sacrificing the attention your finances deserve.

Comprehensive Services

Whether you’re a GP, specialist, dentist, lawyer, or another type of professional, our comprehensive range of services is designed to address all aspects of your financial life. From investment management and retirement planning to tax optimisation and risk management, we offer a holistic approach that covers every facet of your financial wellbeing.

Business Ownership

We understand that many medical and professional practitioners are also business owners, often in partnerships, adding another layer of complexity to their financial affairs. Our expertise extends to assisting with business succession planning, practice acquisitions, and financial performance, ensuring that your personal and professional interests are seamlessly integrated.

Client-Centric Approach

Above all, we prioritise the needs and objectives of our clients – for example, most professionals want to invest in line with their ethical criteria. By taking the time to understand your unique circumstances and aspirations, we tailor our recommendations to align with your long-term vision and values. Our commitment to transparency, integrity, and personalised service has formed the cornerstone of our approach since 1967.

Get Started Today

If you’re ready to take control of your financial future and experience the peace of mind that comes with expert guidance, we invite you to schedule an initial meeting. We can alleviate the burden of financial uncertainty so that you can focus on what matters most—your patients, clients, and the pursuit of excellence in your profession.