A fully integrated approach across your financial life and practice—coordinated by advisers who understand medicine.
Your accountant sees the practice. Your adviser sees the portfolio. We take responsibility for the space in between—how income is drawn, what the practice retains, and how the two work together.
Your practice may be local. The wealth it creates may not be. This is about architecture. We consider where assets are held, how they are owned and how they move across structures, currencies and borders.
Every pool of capital has a different job to do. We invest personal wealth, practice reserves and offshore assets according to their purpose, time horizon and risk—not the mood of the market.
Cash accumulates in the seams of a busy life—and too often earns too little while it waits. We give it purpose: the right level of liquidity, held in the right place, for the right reason.
Insurance should fit the life and practice it is there to support. We consider life, disability, income protection and practice risk against your actual circumstances—not a generic multiple—and revisit them as life changes shape.
Structure should follow life, never the other way around. We plan for retirement on your terms, care for the people and causes that matter to you, and shape the considered transfer of what you have built.
Tax can be a difficult subject, especially when your time and expertise belong elsewhere. It begins with the right structure for the practice, extends to how income is drawn and expenses are treated, and continues through provisional tax, payroll, retirement, investments and the estate.
"erhard and his team have delivered exceptional and highly personalised financial service to me over the years."
"Responsive and discreet. They simplify complex practice finances so I can focus on patient care."
"Their guidance on risk protection and offshore wealth structuring is steady and informed."
"A truly integrated approach between practice tax planning and personal wealth accumulation."
A senior team across financial planning, investment, insurance and tax, focused on medical professionals. The advice is personal, the thinking is joined up, and the people behind it are never far away.
Meet the team →Over 15 years advising specialist medical practices on wealth accumulation, practice structure, and offshore strategy.
Specializes in medical practice accounting, tax optimization, and succession planning for healthcare professionals.
Focuses on portfolio management, risk protection, and evidence-led investment strategies tailored for medical risk.
Reach out on Whatsapp from a promt reply. A first conversation is unhurried and without obligation.
