Partner
CurrentWorking closely with his clients to better understand their personal and financial circumstances, Stuart finds great reward in seeing his clients achieve their goals through tailored wealth creation and preservation strategies.Stuart takes a holistic approach, allowing him to plan for all aspects of his clients’ personal finances including their practice/ business, investments and superannuation.He is a regular presenter of training programs for professional organisations including the AMA (NSW), the AAPM and other general and specialist medical associations.Key areas of expertise include:- Business planning and tax advice- Services to medical practitioners and dentists- Tax- effective business and investment structuring- Practice acquisition and growth strategies- Debt restructuring, management and deductibility strategies- Estate planning and retirement strategies