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Podcast | Ethical investing for doctors

Ethical investing can mean different things to different people but put simply, ethical investing is about understanding the broad spectrum of various investment decisions that you can make that align to your beliefs and values as well as whether that fits into your overall financial goals.

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Consultants

Podcast | Superannuation health

Financial planner, Will Ezzy, talks to Dr Tash, host of The Fanny Mechanic, about all things Superannuation – around the importance of financial education when it comes to superannuation and understanding how your Super plays a part in your overall financial position.

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Gain thorough knowledge and valuable advice on financial services tailored specifically to medical professionals.

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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.

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private wealth medical consultant

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.

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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.

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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.

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