Family Offices Aren't Just For Billionaires, Here's What They Actually Do Pt. 1 with Grace Mathews | EP 79

Join 30,000+ doctors and dentists in the 'Investing for Doctors' Facebook group: https://facebook.com/groups/investingfordoctors ----- Roger Wheelahan, principal at IFD Financial Planning, our in-house financial planning team, joins us to go through the May 2026 budget changes one by one. We recorded this in late September, while a lot of it is still in draft legislation, so think of it as a snapshot of where things stand right now and what we're telling clients to do about it. We start wit...

Join 30,000+ doctors and dentists in the 'Investing for Doctors' Facebook group: https://facebook.com/groups/investingfordoctors ----- Alissa Childs is back, and this time we're talking about what we've been building together at IFD Lending, our in-house mortgage broking business made for doctors. After 12 months of working with doctors from the group week in and week out, Alissa explains why medical lending is in its own category, and why so many branch lenders get it wrong. Doctors rarely...

Join 30,000+ doctors and dentists in the 'Investing for Doctors' Facebook group: https://facebook.com/groups/investingfordoctors ----- This is part two of our conversation with Grace Mathew, Managing Director of WeThink Group. If you haven't watched part one yet, start there, we cover what a family office actually is and why succession planning fails even at the billion dollar level. In this episode, we get practical. Grace breaks down how family offices are actually reacting to the recent ...

Join 29,000+ doctors and dentists in the 'Investing for Doctors' Facebook group: https://facebook.com/groups/investingfordoctors ----- In this episode of Investing for Doctors, Dr. Bi sits down with Alissa Childs, principal at Two Birds One Loan and IFD Lending, to unpack what has actually changed in the lending and property landscape since the 2026 Federal Budget. After 20+ years in finance, Alissa says this is the most significant shift she's seen in the industry, and the numbers back her...

Join 29,000+ doctors and dentists in the 'Investing for Doctors' Facebook group: https://facebook.com/groups/investingfordoctors ----- Investing for Doctors is back for season two, and we're starting off by jumping straight into the 12 May 2026 Federal Budget, which rewrote the rules on capital gains tax, negative gearing and trust structures. In this solo episode, Dr. Bi breaks down exactly what's now law as of 1 September 2026, and what's still just proposed. The headline changes:...