Session Topic: Benchmarking your practice performance: How to keep abreast of your financial metrics and compare your practice performance
With a continued 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.
His passion for helping practitioners to improve their performance through sound financial management has led to the development of WealthStart and Australian Benchmarks, which are all aimed to assist medical professionals and practices reach their financial, business and investment goals sooner.
Jarrod’s key areas of expertise include:
• Capital transaction planning
• Business reporting and KPI development
• Services to dentists and medical practitioners
• Tax-effective business and medical practice structuring
• Business and practice financial modelling
• Surgery acquisition strategies
• Taxation advice and planning
• Retirement strategies and estate planning