Announcing our newest partnership! Hauora Taiwhenua & MFAS – Supporting Your Financial Wellbeing

We’re excited to announce a new partnership with Medical Financial Advisory Services (MFAS) – specialists in financial planning advice for health professionals.

Our new relationship with MFAS is more than just a member benefit; it provides trusted and reliable financial advice for HTRHN members, tailored for every age, stage and across all health vocations.  This relationship will also provide financial support to promote the work of HTRHN.

Financial Advice for HTRHN Members

MFAS understands the unique challenges faced by rural practitioners, built from many years of experience in the health sector, assisting medical professionals to achieve financial success.

You will have access to state-of-the-art illustrative software to clearly project future financial positions. Such clarity promotes better decisions and financial resilience, no matter what age or stage.

Ensuring you have a sound financial plan to deliver on your aspirations, protecting your family’s lifestyle and well-being with appropriate insurances, and securing the right loans and debt structures for your situation are key financial decisions – and can be tough to make on your own.

MFAS expert advice takes the guesswork out of finding a financial planner, putting you in the hands of trusted professionals with industry-specific knowledge.

We are confident this new relationship will support you in the pursuit of your financial goals, enabling you to remain focused on your patients and professional ventures, with peace of mind that your financial wellbeing is in good hands.

Member benefits include:

• Clear illustration of your progress towards achieving your long-term objectives, which advice is regularly measured and adjusted to keep pace with life.
  No fee for preparation of comprehensive financial strategy.
• Personalised service (no call centre!) and available for after-hours meetings.
• Wholesale management fees.
• No advice fees on KiwiSaver.
• No KiwiSaver fund management fees for family under the age of 18.
• Advice on international Pension Transfers, no transfer fees.
• No fees for Insurance Advice.
• No fees for Mortgage Advice.

Ongoing Services include:

• Six monthly briefing & reporting on Advised Portfolios.
• Annual reporting on KiwiSaver & Wealth Builder accounts.
• App based investment information.
• Review meetings as requested.
• Annual Tax Statement.
• Annual Insurance reviews.

MFAS is committed to helping you build financial resilience and peace of mind throughout your health career.

Book your free MFAS consultation here

In Case You Missed It

MFAS recently hosted a webinar introducing their team and services, with tips for managing income (both pre and during retirement) and your insurances, and how these can be adjusted over time to secure your future financial position – specifically in rural health settings.

Watch the recording here

We’re proud to partner with organisations like MFAS that prioritise the wellbeing of our rural health workforce—both on and off the job.