Financial Planning for Doctors and Medical Professionals
Maximise your resources with ANIG WM.
At ANIG Wealth Management, we put your financial wellbeing first. Our authorised financial advisers provide financial planning services for medical professionals. We’ll help you plan, create a strategy and point you in the direction of the right investments. Get in touch today.
Families Investing
Medical Professionals
Retirement Planners
SMSF Investors
Personal Injury
First-time Investors
Specialist Services Provided by our Authorised Representatives or Financial Advisers for medical professionals
Tailored Financial Advice for Families & First-time Investors
An ANIG WM adviser can provide tailored family wealth solutions to help you structure your financial and lifestyle affairs with confidence and peace of mind.
Our specialist advisers can help you uncover key areas of importance, provide customised strategic solutions, review your situation, and transition you at every stage of your financial journey. We offer extensive market opportunities, tax management, insurance, wealth succession, and estate planning services.
Specialist Advice for Superannuation, SMFSs & Retirement Planning Clients
We understand investors have different goals, and we provide tailored advice and strategies to help you achieve them.
Our team of specialist Superannuation and SMSF advisers look forward to finding out how we can help you with your superannuation and retirement planning needs. We provide extensive opportunities to invest in all major asset classes, tax management, insurance and estate planning services to ensure you are well-protected and your wealth is transferred to the next generation.
Link to ‘Self-managed super fund quarterly statistical report – March 2019’
Personal Advice for Business Owners & Medical Professionals
Our services for business owners and medical professionals are focused on connecting you to what you love and helping you turn that into wealth.
Our specialist advisers, SME and SMSF accredited advisors can help you balance your objectives with solutions to benefit your business, practice, yourself, and your family. We provide advice on tax planning, insurance, superannuation, investing, and wealth management, as well as helping you assess your eligibility for the Small Business Entity Concession if you’re looking to sell your practice or business.
Financial Advice for Personal Injury Clients
Our Specialist Authorised Risk Advisers can offer financial advice and support to those who have suffered an injury and are due to receive compensation. Our team of advisers can help make the process easier by guiding lifestyle adjustments, home modifications, asset sales and more. We can also help you create a long-term wealth plan and manage cash flow, medical expenses, asset restructuring and retirement savings. Get in touch to find out how our advisers can help you.
Access to Accredited SMSF Advisers
At the end of March 2019, there were nearly 600,000 SMSFs in Australia, with 1,129,542 members and $697 billion in assets. Our SMSF specialist advisers can help you with tailored advice and investment solutions. We offer a full range of services, from asset allocation to acquiring a business or practice through an SMSF, SMSF property advice, and the administration of the vehicle to meet your trustee duties. For more information, refer to the ATO’s publications on SMSF.