Online Guides

Here is a link to a financial planning guide* written specifically for doctors by The McMasters’ Group, however much of the content is applicable to all people regardless of their vocation – it’s a huge 275 pages long, but well worth a read:

The Doctors’ Guide to Financial Planning

Below are links to guides* written specifically for financial planners by Dover Financial Advisers – there’s over 500 pages of content here that will give you a very good insight into general advice recommendations given by a fee-for-service financial planning group:

The Financial Planner as a Property Advisor

The Financial Planner as a Business Advisor

The Financial Planner as an Estate Planner

The Dover Guide to Self Managed Superannuation Funds

The Dover Guide to SMSFs and Limited Recourse Borrowing Arrangements

The Dover Guide to Co-Ownership Agreements, Partnerships and Associateships

The Dover Guide to Employment Law for Financial Planners and Accountants

The Dover Guide to the Financial Planning Process

*Note: Please take note of the date of publication of each of these guides, as changes to tax laws since the time of writing may mean some of the content is no longer relevant.

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