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doctors wealth accounting

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

For Consultants

For Consultants

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 financial planning for physicians

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.

DPM 5MAR21 393 financial planning for physicians

Private Wealth

Podcast | When to consider a Self Managed Super Fund

Self Managed Super Funds (SMSF), can provide benefits for people who may want more control over their investments within their superannuation, especially within the direct

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Private Wealth

Super Guarantee Rate to increase from 1 July

The superannuation guarantee rate is currently slated to increase from the existing rate of 10% up to 12% by 2025, with the second increase in

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Private Wealth

The First Home Super Saver Scheme – what you need to know

The First Home Super Saver Scheme (FHSSS) passed parliament in 2017. Many first home buyers find the scheme confusing but it can be used effectively

Frequently asked questions

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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.

DPM Financial Services

5.0

The team at DPM provided a fantastic service in our most recent dealings. A big thank you to Eyal Judah for the time and effort spent in recommending the best solution for our needs. Eyal's expert knowledge of the subject matter shone through as his patient approach made our experience not only informed but also stress-free. Thanks Eyal!

03:53 04 May 22

I have been with DPMFS for over 5 years and I couldn't be happier with them. I strongly recommend their amazing team to any other doctors looking for the most insightful, and personalised care that I've had financially!

03:52 03 Mar 22

Rahul Chakrabarti

03:45 01 Feb 22

Consultant Danha Ngo was very professional and kind. She guided me through the process of acquiring my home loan and made the process very easy.

12:16 26 Jan 22

Danha Ngo is an outstanding lending consultant who went above and beyond when helping me purchase my first home! I was very hesitant at first to get a lending consultant but Danha was very knowledgable and able to get me the best variable rate on my home loan within such a short period of time. She was very honest, and educated me on reviewing all documents and walking me step by step through the entire process even though I asked 100's of questions. Responded very promptly to emails and phone calls, making my first home purchase very easy and hassle free. If you're looking for an expert in her field who knows how to navigate her way around home loans to get you the best deals and to expedite loans, then I cannot recommend her enough and will be using her again in the future. 10/10 service!

10:07 04 Jan 22

DPM made the process of getting personalised insurance very easy and streamlined, very happy with the policy they recommended.

Alex Strathmore

22:26 05 Nov 21

DPM has provided professional & seamless assistance for us on two services: as a mortgage broker (thank you Danha), and with arranging life & income insurance (thank you Tom R). They've helped prevent us getting bogged-down in paperwork and policy, and have made arranging a home loan & life insurance a breeze. Going further down the line, I'll definitely be planning to use their services again.

01:32 26 Oct 21

DPM have been excellent to deal with. Their advice has been well considered and they are very responsive. Tom in particular has made it very easy to navigate the maze of financial products and their many different options. I would highly recommend them.

05:48 01 Jul 21

Calibration 123

10:45 25 Aug 20

The team at DPM have been exceptional in improving my financial literacy, especially as I transition through different stages of my career.I have the utmost trust in Sean O'Neill, who has been my consultant since internship. Sean has consistently provided clear and personalised advice.Tom Rogers and Katie Gray have recently facilitated income protection for me. Both a pleasure to deal with. Incredibly timely, and most importantly, simplified an otherwise opaque process for me. Thank you.

Visopiano Sanyü

04:55 16 Jun 20

I have been seeing an accountant at DPM since I graduated from university. Our annual appointment is always professional while also being a friendly catch up on the year.I have recently been assisted by a financial advisor to arrange income protection. The process was smooth and timely. I felt very well supported with plenty of information provided and they kept me up to date on the progress of my application.DPM is a friendly team and always very easy to get in touch with!

22:05 30 Apr 20

Excellent experience all-round! Accounting, finance and insurances all managed by friendly, capable and talented people and associated support staff. Always available to help and answer all sorts of questions. Highly recommend

10:04 30 Apr 20

I had a really good experience with DPM financial services. Tom and Katie were very helpful and efficient. They explained every step thoroughly and provided with best service. I would highly recommend DPM Financial services.

01:47 02 Apr 20

William Indrawan and his team were very extremely helpful in helping me with my taxes - they were professional, efficient and very knowledgeable. It would have taken me so much time and dedicated research to find out what deductions you are allowed for your taxes as a medical doctor, especially coming from another country. The service was very personalized and such a pleasant personal interaction. And yes, I had a good tax return! Thank you!

Rachel Deschamps

09:52 22 Nov 19

I have been with DPM working with Aaron Burton for a number of years. My only regret is that we did not engage his services sooner. Aaron has been an excellent guide and advisor, who understands your circumstances and ensures we have made the right decisions at all times. We would recommend him and the services of DPM most highly

Natasha Michael

19:18 07 Nov 19

Delighted with the services received at DPM with Tom and Anthony. They were both knowledgeable in their respective fields and efficient at their work. Would highly recommend!

12:17 06 Sep 19

I have been with DPM for a couple of years. I first started by meeting my now accountant Anthony Pane and he has been wonderful in every single way. I was audited last year and I was able to relax and let Anthony do what he does best. Later I also got insurance advice from Mat, and Eyal has become my broker. Everybody in the team has been great and very helpful. Definitely recommend 👍

Liliana Sousa Nanji

01:05 30 Aug 19

I have had a very positive experience with DPM for the past 3 years. I always enjoy meeting with Anthony Pane who gives excellent advice and is a consultant I can highly recommend.

04:30 22 Aug 19

01:15 16 Aug 19

Provide fantastic support and advice, always in a swift manner. Very happy with their service.

11:07 15 Aug 19

Financial advisors with expertise working with medical professionals. Alyse is professional in all aspects of her work and communicates her wealth of knowledge in a clear and concise manner. With attention to detail and a personalised approach tailored to each individual, I always feel a sense of clarity after a consultation with DPM. Highly recommended.

11:10 02 Aug 19

I've been with DPM now since 2016 and have nothing but great things to say. Excellent advice and management of all my financial needs. And special shout out to Anthony Pane, who I can highly recommend.

07:46 02 Aug 19

Great service! I truly appreciate all the assistance and pleasant service rendered by DPM Financial Services with regards to the filing of my taxes. They were very helpful specially due to the fact that I have already migrated overseas during the period of filing. They kept constant communication and were very prompt to respond to all my enquiries. THANK YOU!

Joma Excel Bravo

11:25 31 Jul 19

I have been a client of DPM for almost 2 years now, and they are a fantastic team that really do give you bang for your buck!My acountant has helped me navigate through the complex world of salary packaging, and has been excellent in completing tax returns each year. He doesn't just "do my taxes," he explains things and helps me understand concepts myself so as to calm the stress levels. When I wanted to apply for a home loan I was directed to a Lending Consultant who has been nothing short of brilliant. They are efficient, they are helpful and they are extremely approachable. I don't know how much money I would have wasted had I not had DPM's guidance. Definitely worth it!

05:19 25 Jul 19

00:23 27 Jun 18

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You apply precision thinking to your patient's health.

Let us do the same with your finances.

Start your journey with DPM today.

Melbourne Office

1 Palmerston Crescent
South Melbourne VIC 3206
PO Box 810
South Melbourne VIC 3206
P: 1800 DPM DPM
Directions

Sydney Office

Level 10, 133 Castlereagh Street
Sydney NSW 2000
GPO Box 5391
Sydney NSW 2001
P: 1800 DPM DPM
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