Private Wealth

Wealth creation based on sound financial planning and investment advice.

Life’s good. You’ve reached a point where you’ve got a little money aside or have a stable situation that provides a consistent income. You may want to consider some investment options so you can start doing more with your money.

You’re thinking about the future. You have goals you want to accomplish. The time is ripe to seek out and put in place strategies that will turn your imagined financial future into a reality.

Talk to a Private Wealth Consultant

It’s time for serious financial planning

DPM Private Wealth provides a comprehensive financial planning and investment advisory service. You’ll be assigned a dedicated, specialist financial planner who understands the medical industry and will work with you to develop a comprehensive grasp of your personal situation and unique financial lifecycle.

Financial planning looks at your financial life as a whole and gives you the confidence to make the right decisions so you can put the best-for-you long-term strategies in place.

As a financial adviser, your private wealth consultant helps you build your wealth, achieve your goals and protect what you’ve worked so hard to accumulate over the years.

The process has four simple steps:

Managing your income

  • Budgeting
  • Cash flow management
  • Savings plans
  • Effective structuring of loans and debts


Building your wealth

  • Investment strategies
  • Strategic asset allocation
  • Debt management and gearing strategies
  • Asset protection strategies

Retirement planning

  • Choosing the super that’s right for you
  • Understanding superannuation structures, including Self Managed Super Funds
  • Contributions strategies
  • Investment plans
  • Super protection strategies


Preparing for retirement

  • Retirement transition strategies
  • Binding death benefit nominations
  • Maintaining your lifestyle – income streams and optimisation
  • Distributing your assets – estate planning and wills

Talk to a Private Wealth Consultant

* The information contained in this site is general and is not intended to serve as advice. DPM recommends you obtain advice concerning specific matters before making a decision.

Our Services

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Tax & Accounting

Maximise opportunities with proactive tax planning and structuring

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Personal Insurance

Ensure financial protection for you and your family into the future

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Private Wealth

Wealth creation based on sound financial planning and investment advice

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Self Managed Super Funds

Simplify your SMSF with comprehensive service and strategic advice

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Finance

Access attractive rates, features and packages via our panel of lenders

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Property Advocacy

Independent specialist advice on residential and commercial property

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Legal Services

Connect to relevant and reliable in-house legal advice