Retiring & Transitioning Medical Professionals

Retiring & Transitioning Medical Professionals

Retiring & Transitioning Medical Professionals

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.

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.

Let's Connect

Tell us a little about your situation and one of our advisors will be in touch shortly.

Let's Connect

Tell us a little about your situation and one of our advisors will be in touch shortly.

Let's Connect

Tell us a little about your situation and one of our advisors will be in touch shortly.

Let's Connect

Tell us a little about your situation and one of our advisors will be in touch shortly.