Retirement planning for medical professionals
See how you could retire comfortably with an expert plan.
Bespoke retirement and wealth preservation strategies for medical professionals and specialists, tailored to your financial circumstances, retirement goals and the lifestyle you want to enjoy.
- GPs
- Surgeons
- Specialists
- Dentists
- Health professionals
Book a retirement consultation
Four quick questions. A member of our team will then call to arrange a time with Rob.
Your details stay private and are only used to contact you about your enquiry.
Why medical professionals come to us
You've built a successful career. Let's build a financial plan for the lifestyle you envisage.
A career in medicine brings a particular set of financial questions. We take the time to understand yours.
Little time to plan
Long clinical hours leave little room to review super, investments and insurance. We do the groundwork and keep you informed at every step.
Bringing your wealth together
From superannuation and investment property to your practice interests and family trusts, we help you understand how the different parts of your financial position fit together, working alongside your accountant where appropriate.
Planning your next chapter
Whether you're looking to reduce your working hours, transition your practice or plan your retirement, we help you explore your options and plan the next steps with confidence, at a pace that suits you.
Protecting your income and family
Life doesn’t always go to plan. Personal insurance can help protect your income, lifestyle and family. We work alongside your solicitor on estate planning to help you plan for the future.
The Ocean & Oak difference
Country values. Sophisticated wealth advice.
Tailored advice. Every strategy is designed around your circumstances, priorities and long-term objectives.
Trusted partnership. We build enduring relationships, with proactive advice that evolves with your life, family and practice.
Clarity through complexity. We simplify complex financial decisions so you can move forward with confidence.
Book a retirement consultationHow it works
A clear process, from first conversation to ongoing support.
Understand
An initial conversation about where you are, where you want to get to and how we could help.
Assess
We pull together the information needed for a complete picture of your finances.
Plan
A plan tailored to your goals, mapping out the strategy and the steps to get there.
Implement
We put the agreed strategy into motion and keep the process straightforward.
Support
Regular reviews, adjusting your strategy as your life and the markets change.
Your adviser
Meet Robert Mahony CFP®
Rob is a Certified Financial Planner® professional with more than 20 years of experience. He has helped professionals, business owners and families navigate financial complexity with clarity and confidence.
His advice is grounded in technical expertise, thoughtful judgement and a genuine commitment to understanding what matters most to each client.
- Certified Financial Planner®
- 20+ years experience
- Melbourne based
Questions
Frequently asked questions
Which health professionals do you work with?
GPs, surgeons, specialists, dentists and other health professionals, along with their families. Whether you're building wealth mid-career or approaching retirement, the strategy is tailored to you.
What happens after I submit the form?
A member of our team will call to arrange a time with Rob. The first conversation is about understanding where you are now, where you'd like to get to and whether we're the right fit.
Do you provide tax advice?
We're financial planners, not accountants or tax agents. Where tax is relevant to your strategy, we work alongside your accountant.
Do I need a certain balance to get started?
We work with medical professionals at different stages, whether you're building your wealth or preparing to step back.
Why do you send an SMS code?
It confirms your mobile number so we can reach you, and it keeps spam enquiries out. We'll only use your details to contact you about your enquiry.
Start the conversation
You've worked hard to build your wealth. Let's plan for the retirement lifestyle you envisage.
Answer four quick questions and our team will be in touch to arrange a time with Rob.
Book a retirement consultation