Private Wealth
Podcast | The benefits of medical financial planning
Ever wondered how a specialised medical financial planner could help you in your journey as a medical professional? Associate Wealth Consultant Dorje Gurung goes into
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Private Wealth
3 ways Medical Financial Planning can help you
Deciding to engage the services of a professional to help with your medical financial planning is an important step in any medical professional’s career and
Lending
Fellowship plan: why you need one
Have a fellowship plan ready to take the pressure off After four to five years of medical school and three to seven years of
Lending
4 reasons doctors need specialised medical financial advice
How medical financial services compare with non-specialised firms As a doctor, you know that choosing the right person to give you advice can make
Private Wealth
Investments for Doctors: The importance of personal financial advice
‘Buy this investment’ said John over a conversation in theatre ‘Compare your credit cards’ advised your colleague in the coffee line ‘Establish these bank accounts’
Private Wealth
Podcast | When to consider a Self Managed Super Fund
Self Managed Super Funds (SMSF), can provide benefits for people who may want more control over their investments within their superannuation, especially within the direct
Private Wealth
Super Guarantee Rate to increase from 1 July
The superannuation guarantee rate is currently slated to increase from the existing rate of 10% up to 12% by 2025, with the second increase in
Private Wealth
The First Home Super Saver Scheme – what you need to know
The First Home Super Saver Scheme (FHSSS) passed parliament in 2017. Many first home buyers find the scheme confusing but it can be used effectively
Private Wealth
Common misconceptions about investing for beginners
There are a plethora of misconceptions and preconceived ideas that prevent investing beginners from investing into the share markets. This article will debunk 6 of
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
Private Wealth
Choosing a Super Fund
Choosing a superannuation fund is one of the most significant financial decisions you will make during the course of your working life. Your choice of
Private Wealth
Investing for beginners 101
What beginners need to know about investing With so much to consider before starting your investment journey, it can be an intimidating experience for beginners.
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Gain thorough knowledge and valuable advice on financial services tailored specifically to medical professionals.
Explore our services
Self Managed Super Funds
Our SMSF specialists ensure doctors have expert support and guidance to navigate the complexities of being an SMSF Trustee and member, including compliance and administration assistance.
Private Wealth
After building a clear understanding of your circumstances, we’ll develop and manage a tailored financial plan focused on wealth creation through to retirement.
Personal Insurance
Earning an income and having access to lump sums at critical times is crucial to your overall financial security. We will provide expert guidance on appropriate personal insurances to cover your unique needs and protect your financial wellbeing.
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.
