Alexander Menzie

Medical Financial Planning

Gold

13 Yrs Experience

Fortitude Valley, QLD 4006

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Finances can seem daunting, especially when there are so many people telling us what to do and you are unsure which path to take. I enjoy helping clients understand the impacts of various financial decisions and assisting them to be comfortable, travel, experience and create.

In most cases 'money' is not about having a specific networth, but about providing a lifestyle, using it as a facilitator to have meaningful experiences with loved ones or assisting to create opportunities for our children and those around us.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Socially Responsible
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

We are paid for the service we provide to our clients on a flat fee for service basis. These fees are agreed and charged annually. We do not receive any commission or adviser service fees from super, investment or associated margin loans.

5.00 September 2022

Alex is friendly, professional, organised and approachable. He has offered solid financial advice and is knowledgeable about medical professionals’ financial position throughout all stages of training.

5.00 September 2022

My wife and I have been with Alex for several years now and we are very happy with the service he provides. He is polite, attentive and quick to reply to any questions we have. He has a depth of knowledge and has helped us navigate many different and difficult financial issues. We could not recommend Alex highly enough.

5.00 September 2022

My wife and I both found Alex fantastic to deal with across a range of financial planning areas. We really felt as though Alex properly listened and took the time to understand our goals and views on our finances/investing/insurance and tailored options to suit for us to consider and discuss. Alex has been exceptional at communicating and explaining any and all financial strategies/concepts/issues and answering any questions we have had to allow us to make informed decisions while also remaining completely transparent. We look forward to continuing to work with Alex into the future.

5.00 September 2022

Alex has been excellent. He always takes time to explain all concepts and ensure understanding of his advice. Throughout the year Alex does a huge amount of work behind the scenes to ensure everything runs smoothly, even when there is no advice which is actively being actioned at that time.

5.00 December 2021

Alex is a highly professional adviser who is proactive and very competent in his field of financial service. We have been very well looked after by Alex as he’s gone above and beyond his role to make sure we’re aware of all aspects of our financial affairs. We find Alex to be trustworthy, he’s neutral in his approach, does not push or promote financial products and primarily focuses on the financial well-being of his clients. We are very happy to have Alex look after us.