Private Wealth for Doctors in Training
Are your finances taking off with your career?
As a Doctor in Training, you’ll face increased responsibilities on your way to becoming a qualified doctor. You’ll also face increased financial challenges. This reality can be a positive trigger for financial security.
Our experience and specialisation in financial planning for doctors can tailor an investment strategy for your individual needs, with wealth creation as your endgame.
Private Wealth
Private wealth strategies for medical interns
Helping you grow your wealth
As an intern you’re beginning the transition into the workforce and thinking about specialisation. It’s also the time to think about implementing a wealth creation strategy that can evolve along with your career.
Our expertise in financial planning for doctors factors in your training pathway, obligations and student debt.
Private wealth strategies for medical residents
Streamline your private wealth strategy
As you focus on enhancing your clinical experience during residency, it’s also time to consider your financial wellbeing.
Our experts specialise in devising wealth creation strategies tailored to your specific needs. In consultation with one of our financial planners for doctors, we’ll focus on income management, savings plans and wealth creation.
Private wealth strategies for medical registrars
Robust private wealth investment strategies
Working as a registrar is the right time to seek specialist advice around financial planning for doctors.
Our dedicated wealth creation experts ensure your income is working as hard as you, formulating investment strategies aimed at growing your wealth so you can reach your financial goals in an effective manner.
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 Doctors In Training
As you progress in your medical career, DPM’s tax team will ensure your finances keep up, providing assistance with salary packaging and budgeting while ensuring you meet all your tax obligations.
Personal Insurance for Doctors in Training
As your medical career advances, your insurance needs will evolve to meet your growing professional responsibilities and personal circumstances. DPM’s insurance team will be there to guide you every step of the way to ensure you remain adequately protected.
Lending for Doctors in Training
Our experience in facilitating loans for doctors, means we understand where you are in your journey, and what’s ahead – which helps us leverage lending relationships to deliver the best outcome.
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
Common triggers for you to consider seeing a Financial Adviser
Your financial position has a number of moving parts which could be made up of: your income, employer Super contributions, investment growth, franking credits, income
Market and Economic update – Coronavirus pandemic
Key points Financial markets continue to trend down and display high levels of volatility on the back of coronavirus, exacerbated by a break-down in the
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.
