WE HELP SPECIALISTS FROM DAY ONE TO RETIREMENT AND BEYOND

Medical graduates

MEDICAL GRADUATES

You’re at the very start of a career that will bring you rewards of many kinds.

We can help you to manage HECS debt and, importantly, set up a few simple strategies that will get you on a path to being financially set tomorrow and enable you to focus down on your career and life today.
Book a Chat Today

doctors in training

DOCTORS IN TRAINING

You’re well underway now and doing the work you’ve trained for so long to be doing.

It’s also the time when we’re able to help you most by allowing you to focus your time on career whilst we make sure you’re on track to ensuring that you buy a home, start an investment portfolio or whatever you want to work towards.
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consultants & registrars

CONSULTANTS & REGISTRARS

With a successful career established it’s worth projecting forward and creating the possibility of being able to separate work from financial dependence.

This is the opportunity to really accelerate your wealth and bring the future closer to you with a few smart strategies.
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private practice

PRIVATE PRACTICE

Whether you’ve made the leap or planning for it, there are so many opportunities to make it easier best known in advance, and as many mistakes worth avoiding.

We’ve helped many to make the shift and shown them not just how to do it, but enabled them to make it a financial success sooner.
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what our clients say

Where are you on your
ascent to financial freedom?

TAKING MEDICAL PROFESSIONALS ON A JOURNEY

1
STAGE 1

Get Prepared

  • Tax return completion
  • Salary packaging
  • Budgeting
  • Protect your income
2
STAGE 2

Set the Foundation

  • Investment basics
  • Maximise deductions
  • Cash-flow management
  • Buy your first home
  • Protect your biggest asset; Income
3
STAGE 3

Ascent To Wealth

  • Debt management.
  • Super strategies.
  • Portfolio management.
  • Entity structure.
  • Private practice.
  • Business buy-in.
  • Maintain insurances.
  • Minimise tax savings.
4
STAGE 4

Pre-Retirement

  • Business & personal succession planning.
  • Insurance assessment.
  • Maximise your super.
  • Derive income from assets.
5
STAGE 5

Retire Your Way

  • Estate planning.
  • Intergenerational funds transfer.
  • Retirement income.
  • Minimise adverse tax consequences.
1
STAGE 1

Get Prepared

  • Tax return completion
  • Salary packaging
  • Budgeting
  • Protect your income
2
STAGE 2

Set the Foundation

  • Investment basics
  • Maximise deductions
  • Cash-flow management
  • Buy your first home
  • Protect your biggest asset; Income
3
STAGE 3

Ascent To Wealth

  • Debt management.
  • Super strategies.
  • Portfolio management.
  • Entity structure.
  • Private practice.
  • Business buy-in.
  • Maintain insurances.
  • Minimise tax savings.
4
STAGE 4

Pre-Retirement

  • Business & personal succession planning.
  • Insurance assessment.
  • Maximise your super.
  • Derive income from assets.
5
STAGE 5

Retire Your Way

  • Estate planning.
  • Intergenerational funds transfer.
  • Retirement income.
  • Minimise adverse tax consequences.
ways to get started

CHECK OUT

our Confidence Consult

The complete guide to turning hard yards into a comfortable lifestyle.

Triage your finances,
Pinpoint weaknesses,
Unlock your Financial Confidence.

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The Confidence Consult

    book

    your personal wealth consult

    Check out our approach.

    Speak with one of our Client Relationship Managers to start you on the path to achieve more sooner. 

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    ATTEND

    a live session

    Check out our latest sessions.

    We run regular sessions to dive into the latest and greatest topics, success stories and fresh opportunities for our clients and their friends. Click through to check out our latest recordings.

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    Contact

    Level 8, 60 Albert Road,
    South Melbourne
    VIC 3205 Australia
    Phone: (03) 9693 7777
    Email: contactus@bbbpartners.com.au

    BBB Partners Pty Ltd
    ACN 109 197 917

    After-hours appointments are available.
    Parking Available.

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