Your finances should work as hard as you
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.
Explore Private Wealth assistance based on your career stage.
Doctors In Training
What to expect
Your initial consultation is all about getting to know you and you getting to know DPM. With an understanding of your personal and financial circumstances, we’ll explain our services, how we can help and answer any questions.
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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.
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.
Frequently asked questions
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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.
Our client reviews
We’re proud of our expertise delivering financial services for doctors, and so are our clients.