Diverse expertise you can rely on.

Your financial journey as a doctor is unique.

At DPM, we understand the challenges and the complexity. We designed our range of in-house services to progress with you as your career advances and your needs evolve. Our services work together to give you a fully integrated solution tailored to your personal needs.

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Tax & Accounting

Look to your tax and accounting consultant for comprehensive advice, structure plans and strategies that make the most of your tax position. Your consultant can help you with the preparation of your annual financial accounts, business and activity installment statements, PAYG tax liability analysis and cash flow management to ensure all your structures are working together cohesively. Our consultants thrive on staying up-to-date with tax law and the legal and industry regulations influencing your financial situation, so you can be sure that your strategies are always compliant and as advantageous as they can be.

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Personal Insurance

Being able to earn an income is your most valuable asset. With the right personal insurance, you can be sure that you and your family are cared for and protected no matter what your financial future holds. Your DPM insurance consultant uses in-depth knowledge of your personal circumstances and the insurance product marketplace to structure a best-fit solution for you. Your consultant can help determine which cover is the most appropriate for you; whether it is income protection, total and permanent disablement insurance, trauma insurance and/or business expenses insurance.

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Private Wealth

Your private wealth consultant builds a clear understanding of your circumstances, and develops financial plans and strategies fine-tuned to fit your goals. They can help implement and manage long-term strategies to make sure you’re in the best financial position, from the start of your career through to retirement. Providing you with advice on wealth creation, asset protection, gearing strategies, superannuation and estate planning, they’ll deliver ongoing management and review of these plans and strategies.

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Self Managed Super Funds

Your superannuation is a critical part of your future, and requires expert understanding of the complex legislation that regulates it. Our SMSF specialists can provide you with strategic advice, help you establish your fund and assist you with the end-to-end compliance and administration of your SMSF and Corporate Trustee. They also provide assistance with record keeping, appointment of independent auditors, binding death nominations and trust deed reviews.

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Finance

DPM finance helps you obtain finance and manage your loan(s) through our competitive panel of lenders. Because we leverage from strong relationships with lenders, you can be sure that you’re receiving the most competitive and most flexible offering available to suit your current circumstances and your longer-term goals. Your finance consultant can help you secure a variety of loans including residential, investment, commercial, practise acquisition, working capital, equipment, vehicle, as well as refinancing.

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Property Advocacy

Our property advocates provide you with independent specialist advice to save you time, money, and take the stress out of buying or selling a property. They can provide you with assistance throughout the entire buying and/or selling process, bidding at auction, dispute resolution, as well as sale and lease negotiation. The service works on capped fees and you remain in total control and determine our level of involvement. DPM property advocacy helps you achieve your property objectives by making sure you avoid pitfalls and common buyer/seller mistakes.

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Legal Services

To give you a fully integrated financial solution, DPM has partnered with Fletcher Clarendon, a team of highly skilled legal professionals who can provide you with comprehensive legal services across a range of corporate, commercial, litigation, property and private wealth matters. The team at Fletcher Clarendon works hand-in-hand with your DPM consultant to ensure coordinated and holistic management of your financial affairs.

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