Hamish McPhail

Director / Financial Adviser – Investments
LL.B, CFP, GDipBus(Personal Fin Planning) CM

While Hamish continues to deny his advancing years, it is indisputable that he commenced his financial planning career in 1992 with IPD Securities Ltd, the breeding ground for many of today’s investment advisers. Following IPD’s purchase by Prudential at the end of 1993, Hamish moved to Medical Assurance Society and established his connection with (and enjoyment of) the medical fraternity.

In 2001 Hamish formed Medical Financial Advisory Services Ltd (MFAS) and was delighted to welcome Sue Stewart as a business partner in 2002.  The objective of MFAS was (and still is) to provide holistic financial advice to health professionals on a NZ wide basis.
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Sue Stewart

Director / Financial Adviser – Investments
CFP, GDipBus(Personal Financial Planning)

Sue has worked in the financial planning industry since 2001. She completed the Graduate Diploma in Business Studies (Personal Financial Planning) in 2002 and qualified as a Certified Financial Planner (CFP) in 2005.

With a husband (and now a daughter) in the medical profession Sue understands the time pressures faced by health practitioners. With so much focus on their “day job” health professionals do not always have the capacity to maximise their own financial affairs. Sue’s first-hand experience allows understanding of the need to have a clear and cogent investment strategy to ensure that hard earned income is put to good purpose.

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Lynda Taylor

Financial Adviser – Risk Insurance
BBS, GDipBus(Personal Financial Planning)

Director, Graduate, Wife, Mother, Daughter, Sister, Friend, and Financial Adviser; Lynda is our in house risk expert, and happy to assist you, your family and your business with a well-structured and highly personalised risk plan.

Retirement planning and a structured approach to wealth accumulation is so important, yet inherent in this planning is the assumption that you will enjoy good health, and therefore maintain and increase your earning capacity. As health professionals you are all too aware of the sudden calamities and illness that can beset us all. Insurances protect you against financial loss if along life’s journey you have health battles, become temporarily or totally disabled along the way; or worse still, pass away prematurely.

Our philosophy is simple – ensuring our clients have a protection plan that is robust: that will protect their ability to earn as a practitioner if they can no longer work; and one that will deliver the right amount of money, to the right people, at the right time if they have the misfortune to suffer from a severe illness or to pass away prematurely.

In setting your risk plan up correctly at the outset, ensures we deliver the results at claim time. A big part of our job is to revisit your plan regularly with you and adjust it as your wealth builds. For our more mature clients, this often means decreasing levels of insurance as their asset base is such that they can self-insure to a far greater extent. This can then lead to substantial premium savings. This holistic approach to your financial wellbeing is integral to our advice process.

Rowena Millar

Office Manager

Rowena stepped back from management in both New Zealand and Australian corporates in 2006 and has been lured back to employment by the grateful MFAS, to run the office backroom and compliance.

Rowena’s experience and precise management skills are a great asset within the MFAS Team.

Mike Bloy

 

Mike is an experienced broker who supports healthcare professionals with their finance and lending needs. He leans on his 10+ years in customer centric roles to ensure your financial goals are at the forefront of every decision made. 

Mike believes that your experience securing finance should be stress free. His success supporting clients in the healthcare sector stems from his knowledge of Te Whatu Ora remuneration structures, funding allocations and also the nuances of private practice.  

Whether you are saving for your first home, wondering what options you have available to you as a property investor or considering buying into a practice, he will guide you step-by-step through the loan application journey and will go above and beyond to find the optimum solution.