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Hewison Private Wealth
Medical Professionals

Case study: Medical professional approaching retirement

Ray, a medical professional in the later stage of his career, with his wife Wendy appointed Hewison Private Wealth to develop a financial plan that provided sufficient income to meet their lifestyle in retirement and preserve enough capital to financially assist their children and grandchildren.

 

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Director/Private Client Adviser
Medical Professionals

Importance of a robust finance strategy for a medical practitioner

To an outsider, medical practitioners are high income earners with unparalleled job security and an enviable lifestyle. While in most cases this may be true, life as a medical practitioner does come with a number of complexities, particularly financial.