Medical Practitioners

Minimise your tax

Maximise your income

Protect your assets

Grow your wealth

You are methodical, but busy. You are also intelligent, but your medical skill does not always translate to financial acumen.

You want a wealth management strategy that you can approve, but not have to micromanage: one that rewards you generously for all your training, dedication and hard work.

Accumulating wealth is not complicated – so long as you know what you are doing, and if you have the time to do it well.

“The team at Capitaleyes has provided my practice with reliable, consistent and professional service of the highest standard and over the years have helped to enhance and grow my business. They are always available for advice and are valued equally for their friendship as well as excellent service.”

Dr Wassim Rahman MBBS (Hons) FRACP
Gastroenterologist & Hepatologist

We work in your space

understands the distinct financial needs of the medical profession.

For more than 20 years, our tax and financial planning specialists have been providing advice to GPs, medical practices, specialists, consultants, locums, dentists, and other healthcare professionals such as physiotherapists, and opticians.

We will help you navigate the complex financial rules of your industry so you:

  • pay less tax
  • make your income work harder
  • protect your assets
  • grow your wealth

Just like all the big private wealth management firms – those with acronyms for names, fancy city addresses, and chefs on staff – our accountants are members of the Institute of Chartered Accountants, CPA Australia, or the Institute of Public Accountants

However, unlike those big firms, we are modest enough to care. 

With , you will deal directly with specialists who between them have almost 100 years of tax and accounting experience – much of it with the big city firms.

We understand the complexity of your business, and we can save you the frustration of explaining out of pocket gaps, Medicare fees, report fees, and salary packaging.

Take a scalpel to your tax bill

Minimising your tax bill should be the cornerstone of your financial planning.

As a medical practitioner in Australia, you may not realise that you can lose up to 50 per cent of your income in the form of taxes to various State and Federal governments.

We have seen poor advice cost medical practitioners thousands of dollars each year, every year. Over the course of a career, this can mean a loss of hundreds of thousands – and for no good reason.

Taxes are the most significant expense you will incur during your medical career, so it is prudent to work with professionals who can minimise what you pay, and maximise your cash flow.

“Mr Charbel Fahd has been my accountant for the past few years. In this time I have found him to be honest and professional and he provides exceptional service. He always has his clients’ best interest at heart. I am a very happy client and would highly recommend Capitaleyes.”

Dr Ghassan Charbel, MBBS FRACP

First, do no harm – to your own finances

will create and maintain appropriate financial structures for you or your practice that fit your unique goals and achieve appropriate outcomes over your lifetime.

We have superior skills in establishing and advising on strategies for self-managed super funds, investments and administration.

Charbel Fahd, the principal of our practice, is also a registered SMSF auditor.

Medicine and finance need not be different languages

Thomas Stanley, author of the best-selling book, The Millionaire Next Door, found that among all high-income groups, doctors have the lowest tendency to accumulate substantial wealth.

Stanley even had an acronymn for these poor souls; UAWs, or Under Accumulators of Wealth.

We believe this is because it is impossible to find time for sound money managing and shrewd investing when you have an all-consuming job.

As a high-income producer, perhaps it is time your stopped acting rich, and started to live like a real millionaire. Don’t be a UAW. 

Let show you how true freedom comes from being financially smart. The sooner we start, the wealthier you will become.