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.
From the people who trust us with their financial wellbeing — in their words, not ours.
"I have received only excellent customer care from Gerhard and the team over the years. I sleep soundly knowing my financial interests are in good hands."
"Gerhard and his team have delivered exceptional and highly personalised financial service to me over the years."
“I know a lot about medicine but very little about finances, it gives me great peace of mind to know that my financial wellbeing is being looked after by the team at The Attending Office. Their professionalism, patience and wealth of experience continues to impress me at every opportunity.”
“I have known and trusted Gerhard Le Roux for several years. His honesty, integrity, and proactive approach have made him and his team an invaluable partner in my financial journey. Gerhard’s level of personal care and responsiveness is unmatched. I am humbled by his eager, and knowledgeable engagements with me at all times. Any question I have is answered thoroughly and I am consistently offered sound, tangible, and tailored solutions. I implicitly value the service I receive in our partnership, and I feel secure in the guidance I am offered.'
A senior team across financial planning, investment, and insurance, 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 →
Reach out on Whatsapp from a prompt reply. A first conversation is unhurried and without obligation.
