Specialist Financial Advice for Medical Professionals & High-Income Earner
Explore the tailored services I offer — from wealth creation and tax structuring to retirement planning and risk protection
Wealth & Investment
Investment Strategy
Superannuation Advice
Investment Structuring
Debt Recycling & Wealth Creation
Property Investing Advice
Retirement Planning
Contribution Strategies
Transation-to-retirement Strategies
Tax-efficient Income Streams
High-balance Super Structuring
Exit & Succession Planning
Retirement Planning
Contribution Strategies
Transation-to-retirement Strategies
Tax-efficient Income Streams
High-balance Super Structuring
Exit & Succession Planning
Tax & Structuring
Tax-effective Investment Planning
Use of Tax-effective Entities
Medical/Dental Practice Structuring
Income Splitting Strategies
Practice Buy-in Structuring
Tax & Structuring
Tax-effective Investment Planning
Use of Tax-effective Entities
Medical/Dental Practice Structuring
Income Splitting Strategies
Practice Buy-in Structuring
Risk & Insurance
Personal Insurance Advice
Business Expeneses & Buy/sell cover
Protecting Business Partners & Staff
Policy Ownership Structuring
Key Person Protection
Risk & Insurance
Personal Insurance Advice
Business Expeneses & Buy/sell cover
Protecting Business Partners & Staff
Policy Ownership Structuring
Key Person Protection
Specialist Services for Medicos
Structuring for High-income Earners
Private vs Public Income Planning
Navigating PSI/PSB Rules
Advice for Practice Buy-ins
Practice Sale & Exit Strategies
Specialist Services for Medicos
Structuring for High-income Earners
Private vs Public Income Planning
Navigating PSI/PSB Rules
Advice for Practice Buy-ins
Practice Sale & Exit Strategies
Estate & Legacy Planning
Wills & Estate Coordination
Intergenerational Wealth Transfer
Testamentary Trust Guidance
Business Succession & Continuity
Super Beneficiary Strategies
Estate & Legacy Planning
Wills & Estate Coordination
Intergenerational Wealth Transfer
Testamentary Trust Guidance
Business Succession & Continuity
Super Beneficiary Strategies
A Tailored Process from Discovery to Implementation
My approach is designed to make financial advice simple and transparent. Each stage focuses on understanding your goals, building the right strategy, and guiding you every step of the way — from our first meeting through to ongoing support and reviews.
Initial Consultation & Information Gathering
In our first meeting, I take the time to understand your goals, motivations, and financial position. We discuss the type of advice and services I can provide, outline any applicable fees, and gather the key information needed to build a tailored financial plan that aligns with your objectives.
Initial Consultation & Information Gathering
In our first meeting, I take the time to understand your goals, motivations, and financial position. We discuss the type of advice and services I can provide, outline any applicable fees, and gather the key information needed to build a tailored financial plan that aligns with your objectives.
Initial Consultation & Information Gathering
In our first meeting, I take the time to understand your goals, motivations, and financial position. We discuss the type of advice and services I can provide, outline any applicable fees, and gather the key information needed to build a tailored financial plan that aligns with your objectives.
Research & Strategy Development
Once you’re happy to proceed, I’ll provide a formal proposal outlining the scope of advice and fees. From there, I analyse your financial position in detail, model a range of scenarios, and develop tailored strategies designed to help you achieve your goals and long-term objectives.
Research & Strategy Development
Once you’re happy to proceed, I’ll provide a formal proposal outlining the scope of advice and fees. From there, I analyse your financial position in detail, model a range of scenarios, and develop tailored strategies designed to help you achieve your goals and long-term objectives.
Research & Strategy Development
Once you’re happy to proceed, I’ll provide a formal proposal outlining the scope of advice and fees. From there, I analyse your financial position in detail, model a range of scenarios, and develop tailored strategies designed to help you achieve your goals and long-term objectives.
Preparation
Once the research is complete, I consolidate your tailored recommendations into a formal advice document. This plan outlines your personalised strategies in detail and forms the foundation for our next meeting, where I’ll walk you through each step of the advice.
Preparation
Once the research is complete, I consolidate your tailored recommendations into a formal advice document. This plan outlines your personalised strategies in detail and forms the foundation for our next meeting, where I’ll walk you through each step of the advice.
Preparation
Once the research is complete, I consolidate your tailored recommendations into a formal advice document. This plan outlines your personalised strategies in detail and forms the foundation for our next meeting, where I’ll walk you through each step of the advice.
Advice Presentation
In this meeting, I walk you through your personalised financial plan, explain each recommendation in detail, and ensure you fully understand the strategies and their benefits. Once you're confident and ready to proceed, we move forward with implementing your plan.
Advice Presentation
In this meeting, I walk you through your personalised financial plan, explain each recommendation in detail, and ensure you fully understand the strategies and their benefits. Once you're confident and ready to proceed, we move forward with implementing your plan.
Advice Presentation
In this meeting, I walk you through your personalised financial plan, explain each recommendation in detail, and ensure you fully understand the strategies and their benefits. Once you're confident and ready to proceed, we move forward with implementing your plan.
Implementation
Once you’re happy to proceed, I coordinate the implementation of your recommendations. My team and I manage the paperwork and ensure each strategy is executed efficiently, keeping you informed throughout the process.
Implementation
Once you’re happy to proceed, I coordinate the implementation of your recommendations. My team and I manage the paperwork and ensure each strategy is executed efficiently, keeping you informed throughout the process.
Implementation
Once you’re happy to proceed, I coordinate the implementation of your recommendations. My team and I manage the paperwork and ensure each strategy is executed efficiently, keeping you informed throughout the process.
Ongoing Reviews
Regular reviews are an important part of keeping your financial plan on track. I’ll meet with you periodically to assess progress, update strategies, and ensure your plan continues to align with your goals and changing circumstances.
Ongoing Reviews
Regular reviews are an important part of keeping your financial plan on track. I’ll meet with you periodically to assess progress, update strategies, and ensure your plan continues to align with your goals and changing circumstances.
Ongoing Reviews
Regular reviews are an important part of keeping your financial plan on track. I’ll meet with you periodically to assess progress, update strategies, and ensure your plan continues to align with your goals and changing circumstances.
About Me
About Me
I’m a Financial Adviser and Partner at Odyssey Specialist Group in Brisbane. After completing my Bachelor of Finance in 2018, I joined Odyssey later that year and have spent the past seven years working exclusively with medical professionals and other high-income earners across Australia. Over that time, I’ve developed a deep understanding of the unique financial structures that suit medicos — from setting up the right entity frameworks and trust arrangements to building long-term wealth through superannuation, investments, and tax-efficient strategies. In January 2025, I became a partner at Odyssey, a milestone that reflects both my commitment to the profession and the incredible mentorship I’ve had along the way — especially from my mentor, who brings over 15 years of experience advising medical professionals. I take pride in making complex financial strategies simple, helping my clients feel confident that their structures, investments, and protection strategies are set up for the future they’re working hard to build.
I’m a Financial Adviser and Partner at Odyssey Specialist Group in Brisbane. After completing my Bachelor of Finance in 2018, I joined Odyssey later that year and have spent the past seven years working exclusively with medical professionals and other high-income earners across Australia. Over that time, I’ve developed a deep understanding of the unique financial structures that suit medicos — from setting up the right entity frameworks and trust arrangements to building long-term wealth through superannuation, investments, and tax-efficient strategies. In January 2025, I became a partner at Odyssey, a milestone that reflects both my commitment to the profession and the incredible mentorship I’ve had along the way — especially from my mentor, who brings over 15 years of experience advising medical professionals. I take pride in making complex financial strategies simple, helping my clients feel confident that their structures, investments, and protection strategies are set up for the future they’re working hard to build.
7+
Years Experience
100+
Happy Clients
1+
Years As Partner
Frequently Asked Questions.
If you have any additional questions or need further clarification, don't hesitate to get in touch with us. We're here to help you!
01
Why do medical professionals need specialist financial advice?
02
Can you help structure my medical practice or business?
03
I’m a salaried doctor — do I still need financial advice?
04
How can I reduce my tax as a high-income earner?
05
Is property investing and negative gearing still a good strategy for high-income earners?
06
Do you work with specialists who already have high income and assets?
07
How are your fees structured?
08
How often should I review my financial plan?
Frequently Asked Questions.
If you have any additional questions or need further clarification, don't hesitate to get in touch with us. We're here to help you!
01
Why do medical professionals need specialist financial advice?
02
Can you help structure my medical practice or business?
03
I’m a salaried doctor — do I still need financial advice?
04
How can I reduce my tax as a high-income earner?
05
Is property investing and negative gearing still a good strategy for high-income earners?
06
Do you work with specialists who already have high income and assets?
07
How are your fees structured?
08
How often should I review my financial plan?
Frequently Asked Questions.
If you have any additional questions or need further clarification, don't hesitate to get in touch with us. We're here to help you!
Why do medical professionals need specialist financial advice?
Can you help structure my medical practice or business?
I’m a salaried doctor — do I still need financial advice?
How can I reduce my tax as a high-income earner?
Is property investing and negative gearing still a good strategy for high-income earners?
Do you work with specialists who already have high income and assets?
How are your fees structured?
How often should I review my financial plan?
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keitha@odysseysg.com.au
keitha@odysseysg.com.au
keitha@odysseysg.com.au
Phone
0457 258 735
Phone
0457 258 735
Phone
0457 258 735
Location
580 Stanley Street, South Brisbane QLD 4102
Location
580 Stanley Street, South Brisbane QLD 4102
Location
580 Stanley Street, South Brisbane QLD 4102
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