Free Financial Health Check

The Financial Health Check

The Financial Health Check is a free, non-obligation discussion with one of our specialist Private Wealth Managers. The 30 – 45 minute consultation provides an opportunity to determine your goals and gain a clear understanding of your current financial situation in order to identify what actions you can take to enhance it. Focusing on your individual needs and preferences, we’ll apply our Exceptional Wealth Model to explore how you can protect, grow and enjoy your capital.

We will cover all areas of your life so that we can provide you with clarity and insight into the reality of your financial position. With this knowledge, we hope to empower you to make confident financial decisions that allow you to take purposeful steps towards achieving your goals.

Should a MedCapital membership be a suitable solution to your needs, our Financial Health Check acts as a gateway to an innovative and efficient financial management. Together, with a clear understanding of the direction you wish to proceed in, we can begin designing and implementing your tailored Exceptional Wealth Plan.

We understand that after a busy week discussing your finances might not be at the top of your to-do list… however, delay in addressing finances is the single most costly mistake that doctors make. Take the first step towards better financial management today. We’ll coordinate the meeting around your schedule and we’re happy to talk to you in person, by phone or over Skype – whichever works best for you.

Get started with us now

Talk to us about a free Financial Health Check

Speak to a member of the team today about what a Financial Health Check could do for you and schedule a convenient time to have a chat with one of our specialist Private Wealth Managers.