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Your Financial Partner in Dentistry
The key types of insurance for dentists include:
Income Protection – Replaces lost earnings if you’re unable to work.
Health Insurance – Provides faster access to medical treatment.
Trauma & TPD Insurance – Covers serious illness or permanent disability.
Life Insurance – Ensures financial support for your family or business.
Business Overheads Insurance – Covers practice expenses if you can’t work.
My advice is tailored to your needs—not for sales targets. Your coverage should align with your income, debt levels, and future goals. I offer a professional review to ensure you’re not over- or under-insured. My $650 fee ensures a personalised insurance review based on your stage in your career, debt, and financial goals. The fee is waived if any new insurances are required.
As a dentist, you’ve invested years into your career, but managing your finances can be just as complex as running a practice. Financial life planning ensures that your money is working for you—helping you balance debt repayment, investment decisions, and long-term security while aligning with your personal and professional goals.
Your ability to work is your greatest financial asset. If illness, injury, or unexpected events prevent you from practising, insurance protects your income, lifestyle, and family—ensuring financial security.
Unlike traditional financial advisers who focus primarily on investments or selling financial products, we take a holistic approach. Our process is similar to a comprehensive dental treatment plan—we diagnose financial issues and create a personalised strategy.
The free consultation is your financial check-up. We discuss your current financial situation, concerns, and goals. You’ll also learn about our process, and we’ll determine if working together is the right fit for you—there’s no obligation to continue.
Our financial planning services are fee-based at a cost of $3,450 for the full comprehensive plan and takes 4-5 meetings. Then you can either implement the plan or we can do this for you.