Private Wealth
The importance of regular portfolio reviews and rebalancing
Investing is not just about selecting the right assets; it’s also about managing emotions and biases that can impact financial decision-making. One of the most
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Personal Insurance
Business Expenses Insurance – Protecting you if you can’t work
What is business expenses insurance cover? There are many different insurances that a self employed doctor should consider – medical indemnity insurance, public liability insurance,
Personal Insurance
The Importance of Reviewing Indemnity Income Protection Benefits
Income protection is one of the most essential forms of insurance, particularly in today’s volatile and unpredictable world. Your ability to earn an income is
Personal Insurance
Spousal Insurance for doctors and medical professionals
You have set your own personal insurances up, but what about your spouse? You and your family have worked hard and have goals and aspirations
Private Practice
Employee Gift Tax and Parties Guide
It is that time of year, again! As Christmas approaches, so do the invitations to the many parties; and with the parties come the gifts
Private Wealth
Podcast | The dangers of social media and finfluencers
The internet and social media can be a wild west of risky financial information and advice. Do these financial influencers on our screens have our
Tax & Accounting
Missed the 2024 tax deadline – what now?
Missed the tax deadline? Don’t panic, now is the time to take action. It is common for medical professionals to be extremely busy working and
Lending
Using your SMSF to set up or purchase a private practice
For many medical professionals, buying a commercial or residential property through their Self Managed Super Fund (SMSF) to set up their private practice can be
Private Wealth
8 Common Investing Mistakes to Avoid
Investing is a fundamental component of wealth building and achieving financial independence, and it can significantly enhance your financial position and future lifestyle if done
Lending
Podcast | Funding your tax
When it comes to starting your own private practice, there are many financial and legal considerations you need to think about. Doctors will often see
Lending
Podcast | Structuring and Setting Up a Private Practice
When it comes to starting your own private practice, there are many financial and legal considerations you need to think about. Join expert DPM lending
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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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.
