Helpful Tools and Resources
Build your financial knowledge
Our 50+ years helping people in the medical profession means we understand your career path as well as or better than you do.
That’s great news for you, because we’re here to ensure you are well prepared for a rewarding career and comfortable retirement.
All tools and resources
Clients Q&As – JobKeeper
Keeping our finger on the pulse for you with JobKeeper Payment and Cashflow Boost.
Clients Q&As – State Measures
Keeping our finger on the pulse for you on Government State Measures.
Be tax-ready checklist
Key things to keep and file for your tax return, which will make your life easier!
How to download QIF statements
An illustrated guide to download QIF statements from your online banking accounts.
Bright futures.
Better with the
right roadmap.
DPM offer financial services for doctors at each stage of their medical career.
DPM focuses on financial security and wellbeing through specialist advice to protect and grow your wealth.
Private Wealth
A helping hand – 4 ways to help your children buy a home
The cost of buying property continues to rise and a growing number of clients are seeking to help their children enter the property market. Those
Lending
Ethical Banking, what are ethical lenders offering?
I used to consider my aunt as a hippie growing her own vegetables with recycled waste water and celebrating the annual World Energy Day on
Tax & Accounting
Tax tips for doctors working in covid clinics
Who would have thought two years ago, we’d be living through a global pandemic that would change the world as we know it. To help
Our client reviews
We’re proud of our expertise delivering financial services for doctors, and so are our clients.
DPM has provided professional & seamless assistance for us on two services: as a mortgage broker (thank you Danha), and with arranging life & income insurance (thank you Tom R). They've helped prevent us getting bogged-down in paperwork and policy, and have made arranging a home loan & life insurance a breeze. Going further down the line, I'll definitely be planning to use their services again.
Brad J
01:32 26 Oct 21
DPM have been excellent to deal with. Their advice has been well considered and they are very responsive. Tom in particular has made it very easy to navigate the maze of financial products and their many different options. I would highly recommend them.
Eric Wong
05:48 01 Jul 21
Calibration 123
10:45 25 Aug 20
The team at DPM have been exceptional in improving my financial literacy, especially as I transition through different stages of my career.I have the utmost trust in Sean O'Neill, who has been my consultant since internship. Sean has consistently provided clear and personalised advice.Tom Rogers and Katie Gray have recently facilitated income protection for me. Both a pleasure to deal with. Incredibly timely, and most importantly, simplified an otherwise opaque process for me. Thank you.
Visopiano Sanyü
04:55 16 Jun 20
I have been seeing an accountant at DPM since I graduated from university. Our annual appointment is always professional while also being a friendly catch up on the year.I have recently been assisted by a financial advisor to arrange income protection. The process was smooth and timely. I felt very well supported with plenty of information provided and they kept me up to date on the progress of my application.DPM is a friendly team and always very easy to get in touch with!
Sam Harvey
22:05 30 Apr 20
Excellent experience all-round! Accounting, finance and insurances all managed by friendly, capable and talented people and associated support staff. Always available to help and answer all sorts of questions. Highly recommend
Chetan Lodhia
10:04 30 Apr 20
I had a really good experience with DPM financial services. Tom and Katie were very helpful and efficient. They explained every step thoroughly and provided with best service. I would highly recommend DPM Financial services.
Mi Kyung Jun
01:47 02 Apr 20
William Indrawan and his team were very extremely helpful in helping me with my taxes - they were professional, efficient and very knowledgeable. It would have taken me so much time and dedicated research to find out what deductions you are allowed for your taxes as a medical doctor, especially coming from another country. The service was very personalized and such a pleasant personal interaction. And yes, I had a good tax return! Thank you!
Rachel Deschamps
09:52 22 Nov 19
I have been with DPM working with Aaron Burton for a number of years. My only regret is that we did not engage his services sooner. Aaron has been an excellent guide and advisor, who understands your circumstances and ensures we have made the right decisions at all times. We would recommend him and the services of DPM most highly
Natasha Michael
19:18 07 Nov 19
Delighted with the services received at DPM with Tom and Anthony. They were both knowledgeable in their respective fields and efficient at their work. Would highly recommend!
Pearly Gan
12:17 06 Sep 19
I have been with DPM for a couple of years. I first started by meeting my now accountant Anthony Pane and he has been wonderful in every single way. I was audited last year and I was able to relax and let Anthony do what he does best. Later I also got insurance advice from Mat, and Eyal has become my broker. Everybody in the team has been great and very helpful. Definitely recommend 👍
Liliana Sousa Nanji
01:05 30 Aug 19
I have had a very positive experience with DPM for the past 3 years. I always enjoy meeting with Anthony Pane who gives excellent advice and is a consultant I can highly recommend.
Sam Fraser
04:30 22 Aug 19
Neri Tan
01:15 16 Aug 19
Provide fantastic support and advice, always in a swift manner. Very happy with their service.
Andrew Rawlin
11:07 15 Aug 19
Financial advisors with expertise working with medical professionals. Alyse is professional in all aspects of her work and communicates her wealth of knowledge in a clear and concise manner. With attention to detail and a personalised approach tailored to each individual, I always feel a sense of clarity after a consultation with DPM. Highly recommended.
Daniel Phan
11:10 02 Aug 19
I've been with DPM now since 2016 and have nothing but great things to say. Excellent advice and management of all my financial needs. And special shout out to Anthony Pane, who I can highly recommend.
Jason Bishop
07:46 02 Aug 19
Great service! I truly appreciate all the assistance and pleasant service rendered by DPM Financial Services with regards to the filing of my taxes. They were very helpful specially due to the fact that I have already migrated overseas during the period of filing. They kept constant communication and were very prompt to respond to all my enquiries. THANK YOU!
Joma Excel Bravo
11:25 31 Jul 19
I have been a client of DPM for almost 2 years now, and they are a fantastic team that really do give you bang for your buck!My acountant has helped me navigate through the complex world of salary packaging, and has been excellent in completing tax returns each year. He doesn't just "do my taxes," he explains things and helps me understand concepts myself so as to calm the stress levels. When I wanted to apply for a home loan I was directed to a Lending Consultant who has been nothing short of brilliant. They are efficient, they are helpful and they are extremely approachable. I don't know how much money I would have wasted had I not had DPM's guidance. Definitely worth it!
Vanessa Roberts
05:19 25 Jul 19
A B
00:23 27 Jun 18
You literally save lives. Let us make yours that bit easier, grow your wealth with DPM.
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