The Partner

Medical Financial Advisory Services Ltd (MFAS) provides specialised financial planning advice to health professionals across New Zealand and this has been our focus for over 20 years.

As a medical professional you have unique challenges and top of this list is likely to be that you are time poor. By using illustrative software we can help you define your current financial 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 which can be measured.

We then tailor your financial strategy to your specific goals and timeframes and deliver financial solutions that are simple to understand and effective for you. Our team includes specialists in investment, insurance and mortgages, which enables us to deliver a holistic approach with the aim of achieving optimum efficiency for you.

Whether you are a registrar starting out, mid-career or looking forward to retirement, we can help provide you with clarity in direction and individualised solutions using tried and tested strategies proven over time.

The offer

MFAS provides RANZCR members personal financial services, at no cost or obligation, and will prepare a written financial strategy relevant to your individual needs and objectives. 

Investment Planning and advice:

Review your existing financial position, timeframes, goals, objectives, risks and opportunities.

  1. All meetings and preparation of your Financial Plan, at our cost.
  2. Preferential fees at wholesale rates.
  3. Socially responsible solutions.

Insurance Planning and advice:

Achieving your financial plan is underpinned by your ability to earn. If this earning capacity is compromised there needs to be plans in place to protect you, your practice, and the people you love.

  1. Review your existing insurance requirements or provide advice for those who have not considered insurance previously, at no cost to you.
  2. Provide a comprehensive report outlining your financial situation and how you can mitigate your risks.
  3. Protect your team – we can access group schemes, subject to certain criteria, allowing you to offer insurances to your staff that include benefits such as covering pre-existing conditions with competitive premiums, to enhance staff retention.
  4. Protect your Key People and shareholders – specific business policies for specific business needs.

Mortgage and loan advice –

Structuring of loans to minimise interest rate risk, match cashflows and timeframes and the best possible cash-back offer.

  1. All meetings and services are at no fee to RANZCR members.
  2. MFAS work with all major banks and other lenders to ensure the best fit for the individual client. 
  3. Regularly review and adjust your strategy as advantageous.

Access the offer

Click on ‘Access the offer’ on the button below and let us know which of our services you would like to explore. You will then be connected with the team at MFAS.  Or give the team a call on 0800 379 325.

Access the offer

The small print

This offer is only available to RANZCR members who live in New Zealand.

RANZCR is not involved in the provision or recommendation of any financial product, service or advice to any individual or organisation. Any member who engages with MFAS needs to decide if the information and services to be provided are appropriate to their personal circumstances prior to taking any action. 

RANZCR recommend that members should raise any query or concern they may have directly with MFAS, or seek alternative financial advice. RANZCR will receive an upfront and ongoing fee when a member’s financial, insurance or mortgage plan is implemented with MFAS. 

Access the Offer