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A track record of growth

Conservative investor overcoming setbacks

Client Profile: Female Doctor
Age: 55
Highlights: Death of a partner, fraud by a family friend, and a conservative investment outlook.

The ambitious, disciplined investor

Client Profile: Doctor couple
Age: Early 40s
Highlights: Covering accidental expenses, children’s education, marriage, and achieving a debt-free status. 

Unheeded advice, unsavory results

Client Profile: Young Doctor Couple
Age: Late 20s
Highlights: Fulfilling debt obligations arising from untimely exorbitant expenses like foreign travel, a luxury car, and an apartment. 

Sticking to the plan

Client Profile: Doctor Couple
Age: Early 30s
Highlights:  Preventing a subpar property investment, paying off student loans, and bringing a child into the world.

Phases in a doctor’s financial journey

Young Doctors:
Start-up Phase

Paying off student loans, budgeting for further education, and generating alternate sources of income.

Middle-Aged Doctors: Peak Earning Phase

Debt repayment, tax planning, cash flows, independent practice, and indemnity insurance.

Pre-Retirement Doctors: Cooling-off Phase

Retirement planning, spending plan, real estate portfolio, estate plan, and philanthropy.

Find out now