A very specialised career.

We understand that a career in medicine is different from other careers. We know you’ve invested heavily in your education, and that your employment situation and roles will change throughout your working life as you progress. We also understand the financial costs of a career in medicine and the sacrifices that are made along the way.

Seeking professional financial advice from a specialist like Team Financial Advisers is an important step in the career of a successful medical professional.

Personal service.

We are a boutique practice, so unlike many larger financial planning firms your relationship with us will always be with the principal adviser and not someone else. Each client is incredibly important to us and you can expect the high level of service that you initially receive to be the benchmark.

Help throughout your career whether:

Experience is everything – ours is with doctors.

Team Financial Advisers have focused on supporting medical professionals since the early 1990s. We help you at each step of your career to anticipate your needs as they arise. For instance, your highly specialised skills require a highly specialised insurance solution. When it comes to income protection insurance, our experience tells us about the importance of ‘needlestick cover’, own-occupation definitions, medico specific terms and forward underwriting benefits.

Professional advice – on call.

At Team Financial Advisers we understand that your schedule is busy and can be unpredictable. We recognise that a sick patient’s needs are foremost. To make things easier, we come to you – at your rooms, hospital, or home – when it suits you. Our office is conveniently located in the Inner West (Petersham), and we regularly visit public and private hospitals around Sydney. We are always available if you want to discuss your financial arrangements in person or over the phone.

Walk the path less travelled with CONFIDENCE.

Starting your own business and balancing work and life often requires financial sacrifices. We help you make your financial choices the right ones.

Benefit from our experience and knowledge.

Team Financial Advisers are a small business and understand the conflicting priorities we face as small business operators. Your financial plan, whilst it may go on the ‘back burner’ from time to time, shouldn’t be forgotten. We can help you to keep it top of mind. Our experience working with other small businesses is invaluable to our clients.

Support along the way.

We can help you with the important financial decisions throughout your life, whether you are:

We also understand that sometimes the right support needs to be provided by another professional like a finance broker, general insurance broker or specialist solicitor or accountant. We have a panel of external professionals like this that we trust with our client’s financial plans, so much so we use them personally when possible.

Get the service you expect.

As a small business and a boutique practice, we understand the importance of service. As a small business owner you would understand the importance of service. Once you have a relationship with us you will no longer have to wait on the phone to a super fund or insurer! We also do all of the time consuming tasks of updating billing details, requesting tax information and the like. We aim to deliver a superior level of service which separates us from larger competitors.

The right advice – when you need it.

At Team Financial Advisers we understand that your schedule can be unpredictable and dominated by clients or business which is why we come to you – at your workplace, or home, when it suits you. Our office is located in Petersham in the Inner West (great for coffee or Portuguese chicken!). We regularly visit clients all around Sydney, and are always available if you want to discuss your financial arrangements.

Team Financial Advisers was established by Lincoln’s father, Frank Johnson, in the early 1970s and since the 1980s has operated throughout the Central West based in Orange. Advice has been provided to Sydneysiders since 1990 when a satellite office was established.

In 2007 Lincoln Johnson took on responsibility for the Sydney practice. In April 2017 we completed the fit-out of a new office in the Inner West suburb of Petersham moving from our previous office in Waterloo. Frank retired from practice in early 2012 but still maintains close friendships with many of his former clients.

Team Financial Advisers builds lifelong relationships with their clients. Testament to this is the fact that Lincoln now advises the children of some of Frank’s original clients. These ‘children’ are now adults with their own families and financial goals. This lasting relationship is built on trust and respect, values that are core to our business.

Lincoln Johnson and Team Financial Advisers are representatives of, and offer their services on behalf of Apogee Financial Planning.. Apogee Financial Planning Limited is recognised as one of Australia’s leading financial advice networks,  managing over $6 billion of investments. Apogee Financial Planning won CoreData’s Advisory Group of the Year award in 2009, 2010, 2012 and 2013. This award recognises the quality of customers’ experiences when seeking financial advice.

Apogee Financial Planning is a professional partner of the Financial Planning Association, the professional body representing qualified financial planners in Australia, and therefore adheres to set standards in terms of ethics, conduct and continuing professional development.

we provide expert advice in;

“If you don’t build your dream, someone else will hire you to help them build theirs.”

– Dhirubhai Ambani

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