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The McMasters' Way is a sophisticated premium financial planning and wealth coaching service integrating taxation planning, superannuation planning, structural advice and investment advice to achieve maximal wealth outcomes for health practitioners.
In 2010 we are focussing on making sure each client has a detailed statement of advice in place, and this statement of advice is being implemented correctly. For new clients this is done at the start of the relationship and for older clients it is done as part of the annual accounts and tax return process. This is the most efficient way of making sure each client is doing everything they should be doing to improve their financial position.
Residential property is featuring in our advices. Residential property is now the best performing asset class in Australia's history, and is enjoying a boom with prices rising almost every week. We are convinced residential property should feature in each client's portfolio, as a home and also as an investment and this will be a significant theme of the McMasters' Way during 2010.
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