MEDICAL PROFESSIONALS

Below are actual experiences from existing clients of ours. Please read through each of them to determine whether we can help you.

 

grace lai review

cassandra review

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I run a flourishing medical practice (with the help of my wife, other doctors and medical professionals) in the inner Northern suburbs of Melbourne. We have been with Mert now for 5 years and while we’ve had a few ups and downs, all in all the advice received from Mert and David, our financial planner who works with Mert very closely, has been exceptional.  We were previously with a Melbourne CBD based accountant who wasn’t overly proactive and in fact we didn’t feel that we were a priority for them at all. Mert has welcomed us from the outset and has always been on hand to help where required.

We find that Mert’s structuring knowledge is exceptional. We own properties which were originally purchased in a company name.  Mert advised that this is one of the biggest errors that he comes across being made by other accountants.  He mentioned that the client could be made to pay hundreds of thousands of dollars of extra tax by having the property in the incorrect structure.  Mert has helped us restructure affairs, has a great understanding of superannuation funds (we moved one of the properties into our SMSF) and really cares about my practice and the success and well being of my family.  And his knowledge of medical practices, service trusts and the tax laws, I find very useful when it comes to advising on what we can and can’t do.

We also find Mert and his staff extremely thorough. While they don’t break any rules, they ensure that all legitimate business expenses are not missed. Introducing us to the software package Xero has helped us ensure that we maximise all our claims – something we were not getting from our previous accountant.  He has also drawn our attention to a software offering from Surgical Partners which we are in the process of considering at the moment.

Finally, from a fee point of view, while not cheap, we find the Nobel Thomas provides value for money especially when compared to our previous CBD accountant.  From what we have paid Nobel Thomas, we have saved that 3 or 4 times over with strategies that Mert and his team have implemented for us.  I couldn’t really ask for much more than that and am happy to recommend Mert and his team to other medical professionals

Dr Hal and Deanne
Medical Professionals
24th April 2017