Let your wealth grow steadily while keeping your goals in focus

For the big visions in your life, you need a substantial amount of equity – whether for purchasing real estate, taking over a practice, or securing a solid supplementary pension. Work with our experts to develop a detailed and reliable plan that suits your current career status, allowing you to reach your goals with ease.

Do you sometimes wonder how you’ll ever achieve your dreams?

Money might not be your primary concern, but you want to ensure a good life for yourself and your family? Do you not even dare to dream of owning your own practice or a profitable property? If so, you’re in the same boat as many other medical professionals!

Many doctors start their careers with student loan debt, which puts significant pressure on their financial flexibility. They often don’t know how to start building financial reserves.

You’re highly qualified in your field but have little experience in financial management, leading to uncertainty in investment decisions. You feel like you can’t do it alone.

Your stressful and time-consuming work schedule leaves you little time for solid and reliable financial planning. When you finally have time off, you’re just glad to do nothing at all.

The worry that inflation is steadily eroding the purchasing power of your savings prevents you from starting to optimize your wealth.

We release the brakes and unleash your wealth-building potential

MedBasics eases the burden of your stressful daily life by making the complex tasks of wealth building understandable and straightforward. This way, you can fully concentrate on your patients, further education, and your family.

Together, we’ll develop a well-thought-out and tailored strategy for your financial future. Once the plan is in place and the actions are implemented, we continue to ensure everything runs smoothly in the background, allowing your wealth to grow steadily. Does that sound good?

With time and expertise, turn your dreams into reality

Your challenges are not new to us. Every doctor asks themselves at some point how they can best build savings to achieve their big goals. Benefit from our 22 years of experience in wealth building.

Our experts help you organize your savings plans and work with you to determine a sensible, secure amount.

In all the recommendations we make, our team considers current economic studies and forecasts to keep risks as low as possible.

Our internal CIRS system, a database of near-misses from our clients, effectively protects you from bad investments and incorrect assessments.

Since there’s no such thing as a 'silver bullet,' we sensibly combine the various advantages and disadvantages of each investment and tailor them to your life.

Since your time is precious and limited, we take on more and more tasks for you as our collaboration progresses. Later, you’ll only need status updates because you know everything is running smoothly.

The three pillars of our wealth optimization

You know the principle: immediate care, focused treatment, and long-term recovery. It’s similar with wealth building. We differentiate between various types of goals, no matter where you currently stand.

Some things in life can’t be planned. That’s why a financial cushion for the unexpected is so important.

We help you build a personal reserve, focusing not only on interest earnings but also on capital preservation and flexibility in deposits and withdrawals. Depending on your career status, your earnings vary. We specifically consider this in our selection, allowing you to make adjustments at any time.

Which investment product is right for me?

Do I need a separate account or portfolio for this?

How much money should I have as an emergency fund?

Is there a Plan B if the reserve isn’t enough?

Some things in life can’t be planned. That’s why a financial cushion for the unexpected is so important.

Which investment product is right for me?

Do I need a separate account or portfolio for this?

How much money should I have as an emergency fund?

Is there a Plan B if the reserve isn’t enough?

Secure your financial health in every stage of life

With our customized wealth advisory services specifically for doctors, you can maximize your income and lay the foundation for your financial independence. We offer you comprehensive financial solutions that safeguard not only your investments but your entire financial future. Trust our 22 years of expertise to help you truly achieve your goals and dreams and look forward to a worry-free future.