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As a senior doctor or specialist, it is extremely important to ensure that you have the right structures and strategies in place to provide financial security and to help guide you through to
We take the time to fully understand both your personal goals and your current financial position, enabling us to tailor a comprehensive superannuation and investment strategy to match and implement on your behalf.
We offer a holistic approach to consider all your financial circumstances and work on strategies to achieve your goals.
With a growing medical, dental and healthcare client base, we saw the need to provide tailored finance services to cater for the demand.
As a Xero Platinum Partner, we recommend this product as it reduces double handling and effectively facilitates collaborative work between you and your accountant resulting in a more efficient workflow.
We aim to ensure that you and your family are not financially disadvantaged in the event you are unable towork due to injury, illness or death.
BCom, FCA, CTA, Dip FS(FP), SSA™
Jarrod has a passion for fostering partnerships with clients, and takes the time to understand his client’s motivations and goals in order to provide them with tailored advice to help them build and protect their wealth.
Jarrod strives to stay at the forefront of accounting practice through championing innovation, and this dedication saw him awarded Innovative Partner of the Year in the 2019 Xero Awards.
He also developed the ‘At Risk, At Wealth’ concept which offers clients tailored and highly effective wealth creation and preservation strategies. His passion for helping clients to improve their performance through sound financial management led to the development of WealthStart and Australian Medical Benchmarks, which are all aimed to assist medical professionals and practices reach their financial, business and investment goals sooner.
With a niche focus of working with medical practitioners, Jarrod’s expertise has enabled him to guide many of his clients from the initial stages of wealth creation as doctors in training, right through to wealth protection, planning and retirement strategies.
Jarrod is an inspiring presenter, regularly speaking at events for a range of organisations including the Australian Medical Association (NSW), Australian Society of Ophthalmologists and the Australian Association of Practice Management, and a regular contributor to a leading medical industry magazine, NSW Doctor.
BCom, CA, F.Fin, CTA, SSA™
Shane joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within our Medical and Dental Divisions and has a particular interest in Self Managed Superannuation for our Medical and Dental client base.
Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Medical Association (AMA (NSW), the Australian Association of Practice Management (AAPM), Australian Dental Association (ADA), and the SMSF Association.
He has extensive experience with Medical and Dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.
BCom, CA, G Dip FP, Dip FMB Management, MFAA Accredited Member
Working closely with his clients to better understand their personal and financial circumstances, Stuart's aim is to help clients achieve their goals. Drawing on years of experience, Stuart enjoys explaining and implementing wealth creation strategies such as effective tax structuring and debt reduction whilst not losing sight of the important objective of protecting those hard earnt assets.
Stuart takes a holistic approach with his clients allowing him to consider many aspects of clients' finances including their practice/business arrangements, investment strategies and retirement planning (including superannuation) and family considerations.
Stuart has been with Cutcher & Neale since 2009 and is a Partner of our Specialist Medical Services division, providing specialised accounting and financial services to both medical and dental professionals, in addition to providing specialist advisory services to private clients and businesses.
He is a regular presenter of training programs for professional organisations including the AMA (NSW), the AAPM and many other associations and medical colleges.
BCom, CA, G.Dip FP, Cert IV- Finance and Mortgage Broking
Nicole is an Associate in our Specialist Medical Services division. She has been with Cutcher & Neale for 16 years and has a profound niche in advising our Medical Professionals.
We are the preferred partners of the Australian Medical Association (AMA NSW), University of Newcastle Medical Society, Australian Society of Ophthalmologists, Hunter Resident Medical Officers Association & national partner of the Australian Association of Practice Management (AAPM).