Private Wealth for Consultants
A serious career needs a serious wealth strategy
While your medical skill is reflected in your title as consultant, now is the time to focus on growing your wealth so you can continue your rewarding career with financial peace of mind.
We specialise in wealth strategies for doctors to accumulate and protect wealth until retirement, ensuring your prosperous future.
Private Wealth
Private wealth strategies for medical consultants
Advice for wealth creation & protection
You are reaching the pinnacle of your medical career, but are your financial goals keeping up? Our experts offer specialist advice on private wealth and investment strategies including:
- Structuring and cashflow management
- Wealth building strategies
- Superannuation and retirement planning
What to expect
The initial consultation is all about getting to know you and understanding how we can get you to where you want to be.
As part of this process, we will discuss your goals and current financial position to better understand how we may be of assistance to you. We’ll outline what to expect from us, our service and associated fees, and answer any questions you may have.
*Read the DPM Financial Services Guide for more information.
Explore other services
Tax and Accounting for Consultants
DPM’s tax team understands the challenges of your financial journey as a medical practitioner. Our specialised advice will help optimise your tax position, enabling you to build wealth and achieve your financial goals.
Personal Insurance for Consultants
As a qualified consultant, your insurance needs change significantly. We’re here to help navigate the personal insurance options for medical professionals and ensure they’re aligned to your personal circumstances and career aspirations.
Legal Services for Consultants
As your medical career continues to specialise, you’ll need expert legal advice across a range of matters. Fletcher Clarendon’s legal service for doctors will ensure your best interests are always protected.
Podcast | Ethical investing for doctors
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.
Podcast | Superannuation health
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.
What to expect when seeking financial advice
Whether it’s starting to exercise, improving your diet, trying a new hobby or getting your finances in order, most of us are able to identify
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.
