We are a specialised team serving the investment and insurance needs of health professionals since 2001.
MFAS provides specialised financial advice (investment, insurance and mortgage finance) to health professionals across New Zealand.
Over the years we have come to understand well the unique challenges you face, and top of this list is likely to be that you are time poor. We use illustrative software to very quickly highlight your current position, your desired future position and the choices that you can make to help you achieve your objectives. This software underpins a logical and methodical approach that is replicable, time effective and proven over time.
We know one size does not fit all so we tailor strategies to your specific goals to ensure they will work for you in a simple but effective manner. Our team include specialists in investment, insurance and mortgage finance, so we deliver a holistic approach achieving optimum efficiency for you.
For those of you who are retired or close to retirement, it is essential that your investment strategy provides you with certainty regarding the level of income your accrued capital can provide, for the duration of your retirement years.
On the otherhand, if you've recently graduated and are now keen to get yourself sorted then you're in a fantastic position to make the years ahead work for you, as we can show you how doing a small amount over a long period of time makes achieving your goals much easier. Whether you plan to specialise, do a fellowship overseas or want to buy your own practice down the track, we can build all of these scenarios into your long-term plan.
Hard lessons through the decade 2001 to 2020 (including the tech failure and global financial crisis) have led to the development of our robust and reliable goals-based solutions, now well tested over time. We stand beside you and provide regular reports and updates as we measure and monitor your position to ensure you remain on track. We also help you make required adjustments through your life’s stages and the inevitable curve balls we all face from time to time.
Our partner relationship with the NZMA provides strong benefits to NZMA members, so don’t forget to mention if you are a member.
We would love to have a chat so please contact us here.
MFAS advisers are Authorised Financial Advisers (AFA), and members of Financial Advice NZ. Hamish and Sue have also attained the highest financial planning qualification available and recognised internationally as Certified Financial Planners (CFPcm).
MFAS partner with New Zealand Medical Association (NZMA) and support Women in Health Network (WiHN).