Membership

Effective financial management requires an integrated approach. The ultra-wealthy have what’s called a ‘family office’, one place to create a financial plan and to coordinate the execution of it.

With Membership, we become your family office; we create your financial plan and we coordinate the execution of it.

What is membership?

Membership with MedCapital provides the ability to manage your finance holistically, optimising your chances of financial success whilst minimising risks. This enables you to achieve your financial goals in a strategic and sustainable manner.

Fundamentally, membership makes managing your finances simple and effective.

Annual membership costs $1000* and provides the following:

  • Access to an individual Private Wealth Manager
  • An individual tax return
  • An Exceptional Wealth Plan tailored to your individual needs and updated annually as your circumstances progress and develop
  • Support and advice regarding the implementation of your Exceptional Wealth Plan
  • Access to and coordination of a full range of financial services and strategies required to help you achieve your financial goals

*We also provide membership packages for junior doctors at a lower cost

Holistic Implementation

One of the biggest challenges people face when managing their finances is trying to coordinate multiple people with disparate agendas.

As such, MedCapital operates like a ‘family office’. Essentially, it’s a complete service handling all things financial.

The benefit of this is that doctors have a single point of contact; your Private Wealth Manager creates a bespoke plan and coordinates specialists to implement it.

Strategies and Services

The following strategies and services are made available to you through membership:

Insurance

Tax and Accounting 

Estate Planning 

Superannuation management and SMSF

Investments

Debt management 

Property 

Finance 

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. It’s free and there’s no obligation to sign up for membership.