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 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.
Explore other services
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).
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.
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.