Private Wealth
Taking a Career Break? What to Consider to Plan Financially
Taking a career break can be both exciting and daunting, whether it’s for parental leave, raising your children, an extended holiday or a sabbatical. While
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Legal Services
What’s changing with Vacant Residential Land Tax
Vacant Residential Land Tax What Medical Professionals with Holiday Homes Need to Know Recently the Victorian Government announced the expansion of Vacant Residential Land Tax
Private Wealth
Time in the Market vs Timing the Market: The Power of Long-Term Investing
In the world of investing, there’s a perennial debate between “time in the market” and “timing the market.” While the latter involves attempting to buy
Private Wealth
The Dangers of Social Media Finfluencers
In the fast-paced world of investing, it’s essential to have reliable sources of financial guidance. But what happens when these sources aren’t as trustworthy as
Private Wealth
New Year’s resolutions for your finances in 2024
Are you sick of spending everything you earn or looking to save for a new car, a wedding or your first home? With 2023 done
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
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
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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.
