Other Services

Financial Advice to Health Professionals

Mark Turnock, has been working closely with Health Professionals for a number of years and this experience has allowed to him to develop expertise in the industry and become aware of the issues specific to the people and companies who operate in the industry.

The health professionals we deal with include (but not limited to) medical specialists, general medical practitioners, dentists, veterinarians, pharmacists, and optometrists. We are also able to assist your staff with group offerings.

Specific areas we are able to assist:

Immigrating to New Zealand

• Foreign exchange conversion
• Transfer of superannuation plans
• Finance to purchase a home and to assist in property investment

Finance

•  Financing individuals or companies with business acquisitions for example construction of medical facilities
• Financing the construction of medical facilities

• Re-financing of medical facilities to reduce costs

• When a company has more than 10 employees we can offer home loan brokering packages for staff which include reduced fees and help with legal services.

We are able to deal with all main banks in sourcing commercial property and business finance and generally tender substantial proposals on the client’s behalf to ensure the best terms available.

Commercial General Insurance

• Review of current arrangements

Personal Insurance

• Strategic Planning Group can provide advise on protecting the income of individuals and companies through income protection, business overheads and key person insurance.
• Where a company has sufficient employees Strategic Planning Group can help to establish Employee Benefit Schemes such as group health insurance policies which not only help to retain key employees but also help to ensure that they are functioning at 100% of their capacity due to good health.