Will joined DPM in 2016. More than 14 years’ experience in the Financial Services industry has allowed him to work closely with a varied client base. Will specialises in developing long term wealth management plans, tailoring ongoing strategies to ensure his clients are in the best financial position to achieve their goals.
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- William Ezzy
William Ezzy
B.Comm, MAppFin, CFP®
Principal – Private Wealth | Melbourne Office
Please note new clients are assigned consultants based on an assessment of needs and availability.
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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
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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
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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
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Choosing a Super Fund
Choosing a superannuation fund is one of the most significant financial decisions you will make during the course of your
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Buy Now Pay Later | The cost of convenience
Buy Now Pay Later was a Whitlams song in the late 1990’s about the emotional absence of a friend and
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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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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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Buying rooms – what you need to know
Buying medical consulting rooms (or a partial interest in consulting rooms) is a common strategy for many specialists as they
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Downsize your home and boost retirement savings
In the Federal Government’s 2017 Budget, a proposal was announced that is designed to encourage older Australians to free up
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Jumping at shadows | the hidden danger of reacting to speculation
We live in a fast moving world. With the advent of modern technology, it’s easy to become overloaded with the
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Concessional contributions ‘catch-up’ – what it all means?
Superannuation contributions can be divided into two types: Concessional (before-tax) contributions – including employer Superannuation Guarantee Contributions (9.50% in FY19);
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The importance of Personal Financial advice when investing
‘Buy this investment’, ‘compare your credit cards’, ‘establish these bank accounts’, ‘save your income’ and ‘review your interest rates’…. free
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