Private Wealth
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.
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.
*Read the DPM Financial Services Guide for more information.
Explore other services
Legal Services
The highly specialised team at Fletcher Clarendon can provide comprehensive legal services for doctors across a range of corporate, commercial, litigation, property and personal wealth matters.
Property Advocacy
Medical careers are all-encompassing, which is why our property advocate can provide specialist advice covering all aspects of buying and selling, providing the convenience and expert knowledge you require.
Lending
As experts in finance for doctors, we understand the lending requirements of our clients, from home loans to investment property loans and business loans for practice acquisition, we’ll leverage our strong lender relationships to meet your goals.
Super Guarantee Rate to increase from 1 July
The superannuation guarantee rate is slated to increase from the current rate of 9.5% up to 12% by 2025, with the first increase in some
Why you need an up-to-date SMSF Investment Strategy
Investment Strategy: a compliance obligation for Trustees Self Managed Superannuation Funds (SMSFs), as a concessional tax structure, are regulated by the Australian Tax Office (ATO).
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 bandmate due to drug use
Frequently asked questions
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.
Our client reviews
We’re proud of our expertise delivering financial services for doctors, and so are our clients.
