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About the Firm

We provide financial structure advice for Doctors through the Wealth Compass SystemTM, as their career and decisions change. 

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Our Firm

Doctors often experience a rapid increase in income as they move into contractor roles or independent practice. However, the financial structures behind tax, borrowing and investments often remain unchanged. Over time this can create inefficiencies and limit flexibility when important financial decisions arise.
Our work focuses on helping doctors ensure their tax, lending and ownership structures evolve alongside their careers and financial decisions.

How We Work

Important financial decisions, such as purchasing property, structuring contractor income or considering practice ownership, often have long-term consequences. Advice is focused on reviewing financial structures before major decisions are locked in, ensuring tax, lending and ownership arrangements remain appropriate as income and circumstances evolve.
We work with only a limited number of clients to ensure our advice remains thoughtful and personalised..


Your Wealth Compass SystemTM.

A complete financial framework that guides doctors toward clarity by integrating tax, lending and planning into one clear path.

director of verity advisory

Tommy Li, CA

Tommy is a Director at Verity Advisory, a boutique accounting firm that specialises in tax, accounting and financial services for medical businesses.

As a Chartered Accountant with 20+ years' experience in business accounting and tax advisory, he saw the same problem across the medical field: multiple advisers, disconnected advice, and missed opportunities. That’s why he built the Wealth Compass System™, a structured approach that aligns tax, lending, and financial planning into one clear direction. It’s financial guidance designed for the realities of healthcare, complex structures, time pressure, and high professional risk. His mission is simple: give doctors clarity, structure, and confidence to support their major financial decisions. One customised plan, so you can focus on what really matters. Start with a Doctor Financial Scorecard™ and be informed for the decisions ahead.

Professional qualifications and memberships:

  • Registered Tax Agent – Tax Practitioner Board (TPB)
  • Registered Financial Adviser (ASIC) - Authorised Representative No. 1261831
  • Member of Chartered Accountants Australia and New Zealand
  • Member of Financial Advice Association Australia

Ready for clarity?

If you're a medical professional reviewing your financial structures or approaching an important financial decision, feel free to get in touch.

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