Medical

At Complete Financial Balance (CFB) we provide a comprehensive range of financial services specifically aimed at the medical professional.

Our medical division was developed to ensure professionals in the medical industry have financial security and are protected as individuals and within their practice or work environment. We also support the medical industry by providing presentations and staffing booths at various medical conferences and symposiums.

We work together with our clients to identify their current financial requirements and plan for their medium and long-term financial goals.

Our client interviews include advice on:

  • Income protection that caters specifically for medical professionals. Complete Financial Balance utilise income protection policies which were developed specifically for the medical professional for any illness or injury work related or not. This insurance covers a doctor 24 hours a day, 365 days a year.

    A comprehensive income protection policy that covers blood borne diseases is a new development in the income protection market. Complete Financial Balance has a policy available covering infection through blood borne diseases – i.e. through surgical procedures and/or personal lifestyle.
  • long-term investment strategies with Australia’s leading investment house;
  • life and total and permanent disability insurance;
  • trauma insurance; and
  • business partner protection.

Please contact a CFB Financial Planner to discuss having a tailored medical portfolio designed for your needs.

Complete Financial Balance Tailored Medical Policy

The benefits of having a Complete Financial Balance (CFB) tailored medical policy include:

  • unique client advice;
  • dedicated and responsive service;
  • education and awareness seminars;
  • online administration services and advice;
  • regular review process;
  • superannuation fund consolidation;
  • on-going client communication and support; and
  • positioning clients to achieve desired lifestyle goals.

The Medical Division of CFB offers advice on:

  • income protection;
  • life, total and permanent disability and trauma insurance;
  • financial planning business finance for capital growth or investments.

Contact a CFB Financial Adviser  to assist you to accurately assess your circumstances and calculate the appropriate level of cover to protect you, your business and your family.

Complete Financial Balance