MedX Finance

20/08/2026

Incredible news! MedX Finance has been named a finalist for Major Independent Brokerage of the Year at the 2026 Australian Broking Awards.

This recognition reflects an extraordinary team effort. Every day, our people bring energy, expertise and care to helping medical professionals navigate important financial decisions, from buying a home to establishing, acquiring and growing a practice.

Our specialist focus means we understand the ambitions and complexities of the medical community we serve. But knowledge alone isn’t enough. It takes a team committed to exceptional client outcomes, strong relationships and consistently doing the work.

To our incredible clients. thank you for trusting us with your goals.
To our lender and industry partners, thank you for your continued support, collaboration and belief in what we’re building.
And to the entire MedX Finance team, this recognition further shows off your hard work, discipline and genuine commitment to our clients.

Being recognised alongside some of Australia’s leading independent brokerages is incredible and another great moment in the MedX Finance journey.

Congratulations to every finalist. We look forward to celebrating together.

24/07/2026

Melbourne, we’re set up and ready.

Gina Salib and David Thorpe are representing MedX Finance at the Australasian ADHD Professionals Association (AADPA) 9th Annual Conference this weekend at Sofitel Melbourne On Collins.

This year’s theme, *Embracing Change For Every Mind*, brings together clinicians, researchers, educators and advocates committed to advancing ADHD care.

For MedX Finance, it’s an opportunity to connect with the people and practices doing important work across the medical community.

If you’re considering launching or growing a practice, investing in equipment or property, improving cash flow or simply understanding your finance options, come and have a straightforward conversation with Gina and David at the MedX Finance stand.

We’d love to meet you.

08/07/2026

Medical Professionals, join us tomorrow night! One hour that could help doctors make better property, finance and tax decisions in FY27.

Register here: https://bit.ly/4y13434

There is a lot changing right now. Property conditions are shifting. Lending policy and borrowing capacity are under pressure. Tax and structuring decisions are becoming more important.

For medical professionals, the question is not just “should I invest?” It is: how do property, finance and tax strategy work together so the decisions you make now support long-term wealth creation?

Tomorrow, MedX Finance is joining Property for Doctors and RSM Australia for a live webinar built specifically for doctors and medical professionals.
We’ll cover:
• Property investment opportunities and risks in the current market
• What doctors need to know about lending and borrowing capacity
• Tax planning and structuring considerations for FY27
• Practical Q&A with experts across property, finance and tax

Date: Thursday 9 July 2026
Time: 6:00 PM – 7:00 PM AEST
Location: Online

Featuring:
Phillip Almeida, Property for Doctors
Michael Evans, MedX Finance
Lauren McMillan, RSM Australia

Registrations close soon. Join us tomorrow night.

01/07/2026

As we roll into FY27, property investment, finance and tax strategy all play a critical role in building long-term wealth, but knowing how they work together in todays environment can make all the difference!

Join Property for Doctors, MedX Finance and RSM for an exclusive webinar designed specifically to answer questions for medical professionals in this time of change.

Hear from industry experts as they discuss:
• Property investment strategies for doctors
• Finance and lending considerations across your assets
• Tax planning and business structuring insights
• Q&A, opportunities and challenges in the current market

Date: Thursday 9 July 2026
Time: 6:00 PM – 7:00 PM AEST
Location: Online

Featuring:
Phillip Almeida, Property for Doctors
Michael Evans, MedX Finance
Lauren McMillan, RSM Australia

Register now: http://bit.ly/4vAYFSV

24/06/2026

Rate is still the number everyone talks about, but right now, with big budget shifts in play, lender policy is more important than ever.

The continued rise of brokers in Australia is, in part, being driven by the complexity borrowers are now trying to navigate. Different lenders are moving at different speeds, with different policies, different appetites and different rules, which means the answer a borrower received a few weeks ago may not be the answer available to them today.

We’ve been seeing this play out in real time across the medical finance market, with borrowing capacity shifting, pre-approvals needing to be checked again, and certain income types being treated differently depending on the lender.

So we spoke with MedX Finance CEO Todd O'Reilly O’Reilly and Senior Partner Jack Meagher about what they’re seeing on the ground.

The clear takeaway is that, for medical professionals, this isn’t just a rate conversation. It never really has been. But right now, having someone in your corner who can understand and navigate lender policy at pace has never been more important.

As Todd put it, market complexity is forcing borrowers to see beyond rate. And as Jack has seen first-hand, borrowing capacity can change materially when lender policy changes overnight.

For doctors, dentists, vets and medical business owners, the message is simple: your pre-approval from three weeks ago may not be the same pre-approval today.

Not because you changed. Because the policy did.

We unpack this in the latest MedX Finance blog: Policy is the battleground. Link in comments

If you’re a medical professional in market now, this is the week to check your lending structure, your pre-approval and whether your current lender is still the right fit.

Lender policy changes can shift borrowing power overnight. MedX Finance explains why medical professionals should review pre-approvals, structure and lender fit now.

15/06/2026

There’s been a lot of noise around the proposed budget changes. Trusts, CGT, negative gearing, borrowing capacity, property strategy.

For medical professionals, this potential policy can shape how you structure your practice, invest, borrow, refinance and build long-term wealth.

We recently brought together specialists across accounting (Tom Howard), lending (Jack Meagher), property (Scott Guildford) and wealth planning ( Joanne Tinetti) to cut through what matters, what not to overreact to, and where a review may be needed.

A few things medical professionals should be thinking about now:

- These are proposed now and not legislation yet
- Your borrowing capacity may already have changed
- Not every lender is responding to the proposed changes in the same way
- Your existing pre-approval may no longer reflect your true position
- Trusts, companies and SMSFs need to be reviewed in context, not in isolation
- New builds may become more attractive, but fundamentals still matter
- The 30 June window still creates real planning opportunities

The bottom line: uncertainty isn’t a reason for inaction. Dont rush, don't rush, and don't ingnore it. Work with your team of trusted advisors to make a plan.

Read the full article here:

Pilot Partners The Property Team Perpetual Limited

19/05/2026

Great to see our very own Colin Taylor at the recent RACP event, 'Optimising your Financial Affairs as an Experienced Physician',

Speaking alongside some incredible talent, the workshop covered accounting, wealth advisory, legal strategy and medical finance options to provide practical support for physicians navigating complex financial decisions.

A big thank you to the speakers:
Angela Jeffrey – Partner, Business Advisory, William Buck
Arash Zamansani CFP® SSA® – Principal, Wealth Advisory, William Buck
Antony Harrison – Partner, Mahoneys Lawyers
Our very own Colin Taylor – Senior Partner, MedX Finance

It is always incredible to be in the room with our clients and partners diving into what is truly possible in this space and the opportunities available to our the audience we serve.

Special thanks to William Buck for their support at this event and of course the The Royal Australasian College of Physicians for having us in the room with their members.

We are excited to keep the learning going as Colin Taylor gets ready to deliver his Masterclass at the practice owners event this Friday

07/05/2026

We're pumped to be a gold sponsor at the upcoming RACGP Practice owners conference.

The MedX Finance team has been supporting doctors and practice owners for decades, helping the medical community access customised financial solutions across home loans, practice purchases, equipment finance, commercial lending, investments and more.

From 22–24 May in Sydney, we’ll be joining practice owners, managers, partners, suppliers and industry experts for three days of insight, connection and practical conversations about building stronger practices.

Our very own Colin Taylor will be speaking at the pre-conference masterclass on Friday, alongside some amazing talent in this space.

You'll also find Luke Truscott speaking in the main hall on Saturday the 23d, a talk well worth catching!

Miss those, no worries at all. You'll find P**i Sopp, Thomas Wald, Trevor Knowles, Michael Evans, Gina Salib, Ben Glasgow, Richard Curia and Michael Foley on stand 22. Decades of experience looking forward to helping you with your financial needs from home loans to practice purchases to commercial investments and much more.

We'll see you there!

13/04/2026

Introducing Exec Finance! A new chapter for MedX Finance

For the past decade, MedX Finance has been built on a simple idea: specialist clients deserve specialist finance.

We've stayed deliberately focused on doctors, dentists, and medical professionals, because that focus is what lets us deliver the structures, lender access, and strategic depth our clients expect.

But along the way, something became clear.
Our medical clients kept asking us the same question:
"Can you help my accountant?" "Can you help my business partner?" "Can you help the executive I introduced you to?"

The answer, until now, has been a polite referral elsewhere. Today, that changes.

We're proud to introduce Exec Finance → www.execfinance.com.au
A specialist finance brokerage for executives, entrepreneurs, accountants, lawyers, and high-net-worth professionals whose income and ambitions sit outside the standard banking box.

Same group. Same standards. Same lender panel of 50+ institutions including private banking divisions. Same obsession with structuring finance the way sophisticated clients actually need it structured.

Leading Exec Finance as Senior Partner is Adriaan Powell, a broker whose reputation for navigating complex income, trust structures, partnership distributions, and multi-entity portfolios speaks for itself. Adriaan will be supported by the full depth of the MedX Finance team!

What this means for our clients and partners:
→ MedX Finance remains 100% focused on medical professionals. Nothing about our service to doctors, dentists, and medical practice owners changes. If anything, our specialist focus sharpens.

→ Exec Finance Au is now the home for every other professional in your world. Your accountant, your lawyer, your business partner, your executive peers, they finally have a broker built around how they actually earn and structure wealth.

→ If you've been looking for someone to refer your non-medical contacts to, that someone is now us. Same group, same trust, same standard of care.

To our clients, referral partners, and extended network, thank you for years of trust in MedX Finance. Exec Finance exists because of the conversations you've had with us. We're excited to return the favour by serving the people in your orbit with the same specialist lens.

CEO Todd O'Reilly and Founding Partner Michael Fazzolari will be sharing more in the days ahead. For now, we'd love you to follow the new Exec Finance page, visit www.execfinance.com.au, and think of one person in your network who needs to know about it.

The next chapter starts today.

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31/03/2026

We are incredibly excited to have Kelly Gall join us here at MedX Finance.

With over two decades in finance, 20 of those dedicated to supporting medical, dental, and veterinary professionals, Kelly brings a depth of experience that aligns perfectly with how we support our clients. From practice acquisitions and fit-outs through to commercial property and SMSF lending, she’s built a reputation for delivering clarity in complex decisions and for being an absolute pleasure to work with.

Kelly’s track record speaks for itself: industry recognition, national programs, and a long history of helping healthcare professionals unlock the next stage of their journey.

Most importantly, she shares what matters most to us. A customer-first mindset, deep specialisation, and a commitment to delivering customised financial solutions that actually fit.

Great to have you on board, Kelly.