Private Wealth
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 housing stock and access equity
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Private Wealth
Loan health checks – why you should be doing banking reviews
Years ago, as a much younger single man with significantly more hair, I was encouraged by friends to join them on a speed dating event.
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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.
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.
You literally save lives. Let us make yours that bit easier, grow your wealth with DPM.
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