You have spent a career building wealth. Let's make sure you exit on your terms.
Liberate more of your time, by partnering with Medcentric to manage your family's financial affairs efficiently.
After decades of building your career, your practice, and your financial position, the transition out of medicine deserves the same level of care and expertise that went into building it. The decisions made in the years before you step back from clinical work have a significant and lasting impact on how much wealth you exit with, how much you pay in tax, and what your financial life looks like on the other side.
At Medcentric, we are financial advisors and medical accountants who have guided doctors and dental professionals through retirement and career transitions for over 15 years.
One exit. No second chances.
Practice valuation and succession planning that needs to begin years before you are ready to sell
Tax implications of practice sale that need to be structured well in advance to optimise the outcome
Superannuation transition strategies for moving from active income to investment and pension income
Estate planning and asset protection for everything you have built across your career
Making confident decisions about when and how to step back from clinical work
How Medcentric helps
We start planning your transition well before you are ready to make it. Our integrated team covers practice valuation and succession planning, tax planning for practice sale, superannuation transition strategies, retirement income planning, estate planning, asset protection, and ongoing wealth management - all working together as one coordinated plan.
When the time comes to step back from medicine, everything will be in place.
Why our approach works
Our approach is built around the realities of medical careers, not broad financial assumptions.
Frequently Asked Questions
Everything you need to know about working with Medcentric, our services, and how we support doctors, specialists, and medical practice owners.
What insurance, superannuation and estate-planning arrangements should medical specialists review?
Medical specialists should periodically review income protection, life insurance, trauma and total and permanent disability cover to ensure it remains appropriate for their income, debts and family responsibilities. Superannuation arrangements, beneficiaries, wills, powers of attorney and other estate-planning documents should also be reviewed together. The review should consider occupation-specific risks, policy definitions and any insurance already held through superannuation.
Our services
Specialist financial and legal services designed exclusively for doctors and medical practices Australia-wide.













