Founder’s Words
Dr Eunice Lim, MD
“As doctors, we are often very time poor. Between long work hours, years of study, and running our practices, building our financial knowledge is often not top of our priority list.
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This can mean that we often end up overlooking the financial profitability that can be gained by making strategic investments and taking advantage of tax deductions. In reality though, doctors at every level can maximise their financial efficiency with the right strategy and planning.
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As a doctor myself, I knew that to be able to manage my finances alongside my long and tiring working hours, I needed a financial services company that was tailored for medical professionals. I wanted a financial solution that was:
Convenient and affordable.
Able to fit in around my shift work.
Able to provide me with access to a team of reliable professionals specializing in financial planning and accounting for doctors.
Understanding of my time constraints.
Accessible at every stage of my career.
but such a service simply did not exist! And so, I decided to create my own financial services company that was designed by doctors, for doctors.
As the founder of Medical Wealth Planning, I have partnered with the best professionals in medical accounting, law, and finance to ensure all doctors have access to the knowledge, resources, and strategies to manage their budgets, maximise their savings, and plan for financial freedom.
If you’re a doctor or medical professional, we have a financial solution for you - whatever your current financial situation or stage of your career.”
Meet the Team
Craig Bartlett
B. Comm, CA
Craig is a Chartered Accountant with more than 15 years of experience helping medical professionals with accounting, tax, salary packaging, financial statements, business advice and business valuation. He is experienced in dealing with unique financial situations for doctors from all stages of training, and provides personalised services tailored to each individual.
Accredited Associations:
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William Yang
B. Bus, MAcc, CFP
William has 15 years of experience as a Financial Planner and a further 3 years in the Financial Services Industry. With a background in teaching at tertiary level, William has an interest and expertise to assist clients with improving their financial future.
Retirement and Estate Planning
Budgeting and Cash flow analysis
Portfolio Setup, Management and ongoing review
Government Debentures, Derivatives, Stocks or Bonds
Self-managed Super Funds​
Accredited Associations:
Salli Hon
BBA
Salli has worked in the financial services industry for over 9 years and in an international bank for 3 years. Having assisted local and international clients with residential loans, she has a wealth of experience in this field. As a mortgage expert, Salli works directly with clients to develop comprehensive mortgage plans. By negotiating with multiple lending institutions, she finds the best loan options and interest rates for medical professionals.
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We are experienced in facilitating:
Residential home loan
Commercial loan
Construction loan
Accredited Associations:
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Alison Wong
Juris Doctor, BBA
Our property advisory team is led by Miss Alison Wong, an award-winning property investment strategist, lawyer, and property educator. Alison’s unparalleled market knowledge and expertise in every facet of property investment has helped thousands of property investors to secure the best properties and build high-quality portfolios.
Accredited Associations:
