Frequently asked questions
Hello
I am Matthew Perry, an ATO-trained tax accountant and commission-free financial planner with four decades of relevant experience. For the past sixteen years’ I have specialised in exclusively servicing the financial needs of medical and dental practitioners. I was formerly a director of a large medical and dental accounting practice but the large firm environment didn't suit me as it became increasingly difficult to maintain client relationships and deliver personalised service. I prefer to work more closely with a smaller number of clients and really get to know each one as an individual and I'm convinced this is necessary in order to achieve the best outcomes. I really do enjoy talking to doctors and dentists and am always up for a chat.
Hello
I am Vishnu Cholayil a CPA and a Registered Tax Agent who specialises in tax planning for health professionals. I started my career in public practice as a teenager working for a firm specialising in tax office investigations. It proved invaluable at the later stages of my career where I used that experience to advise clients about audit risks.
I cherish developing long-standing professional relationships with everyone I work with. I am a keen listener. I deeply care about the people I work with and I believe personalised advice is far more important than product selling.
How we help you
The power of specialisation
We specialise in servicing the medical and dental professions. We do not service any other types of clients. Specialising in this way means we sharpen our focus and only consider those issues which affect doctors and dentists.
Personalised planning
Every client's circumstances are unique and so our advice is tailored to your individual needs. We take a holistic approach and consider all aspects of life, not just financial issues.
Small firm advantage
Our firm is purposefully small. Clients interact with our directors. They do not deal with junior accountants. We do not have staff turnover. We pride ourselves in getting to know our clients well.
What makes us different?
We see ourselves as providers of the most valuable commodity of all to medical professionals - Time.
We manage all ATO correspondence on your behalf so you can focus on what you do best.
We are committed to automating financial record keeping as much as possible using cloud based solutions such as Xero.
We visit you at your practice or home. We also do virtual meetings. Meetings are scheduled for your convenience, not just during business hours. Weekends are fine too.
Doctors are amazing
Doctors make the world a better place. It is our privilege to work with them. Here are some of our favourite doctor stories reported in the media.
Famed Ukrainian medic Yuliia 'Taira' Paievska released after 3 months of captivity.
She says the AP report that showed her caring for Russian and Ukrainian soldiers alike, along with civilians of Mariupol, was critical to her release. Click here to read more.
Darwin doctor Albert Foreman still has a passion for medicine at 91.
As general practitioner with a special interest in ear, nose and throat, Dr Foreman has peered into the ears of thousands of Territorians, and at age 91, he is likely one of Australia's oldest practising doctors. Click here to read more.
Afsheen Gul: How a kind Indian doctor saved a Pakistani teen's life.
Pakistani teenager Afsheen Gul suffered from a rare condition that kept her neck at 90 degrees. She struggled to access the right treatment until her case was brought to a doctor in India. Click here to read more.
We love to talk
We visit you at your practice or home. We also do virtual meetings. Meetings are scheduled for your convenience, not just during business hours. Weekends are fine too.
Goulburn Valley Financial Pty Ltd
PO 274 Murchison VIC 3610.
03 5826 2619
