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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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).
Frequently asked questions
Better with the
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.