Process

Financial Health Check

A Financial Health Check with one of our expert Private Wealth Managers is entirely free. It provides an opportunity to clarify where you are, where you’d like to be and understand how best to get there.

With a clear idea of the options available to you, you will be able to be confident in the choices you make about your financial future.

Exceptional Wealth Plan

If joining MedCapital to achieve your goals is an option you wish to pursue, the next step is to design a tailored Exceptional Wealth Plan.

With a thorough understanding of your goals, circumstances and preferences, we will discuss your opportunities in a strategy meeting, roping in a full team of experts in order to stitch together the constituent parts of your plan effectively and create a seamless road map to achieve your goals.