If you’re struggling to get on top of your finances because they’re becoming increasingly complex and time consuming, you’re not alone.
70% of the doctors we work with sought our support for exactly that reason.
As you progress in your life and career it is inevitable that your financial opportunities, and requirements, develop too. As your financial circumstances become more complex you are faced with two options; Do it yourself or seek the support of a qualified professional?
To decide which route is best for you, it pays to ask a few reflective questions;
- If a friend needed an advisor, would you recommend you?
- What is the value of your time compared to the cost of using an advisor?
- Do you enjoy the process of investment research and planning or do you dread doing it to the point of neglecting your finances?
With financial neglect leading to unnecessary monetary stress, a predominant factor in doctor burnout, MedCapital strive to make their services as accessible as possible, by providing a provide a free, no-obligation Financial Health Check. This is a comprehensive financial review that provides an opportunity to clarify where you are at the moment, where you’d like to be in the short, mid and long term and understand the best way to get there, safely and effectively. The aim of this is to give you a clear idea of the options available to you so you can be confident in the choices you make about your financial future. A Financial Health Check is the first step towards getting on top of your finances.
Our Private Wealth Managers take the hassle out of managing your finances and can save or make you money in the process. They will design a tailored financial plan, organise providers and implement solutions, plus co-ordinate everything for you. Following on from the review, should their services be of interest to you, they operate on a membership basis taking an integrated approach so that everything is covered and nothing is neglected.
Fundamentally, MedCapital aim to make managing your finances simple but effective.
To request your free Financial Health Check click here