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 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.
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
Tax & accounting for medical professionals requires expert knowledge, optimising the impact of financial strategies while ensuring compliance with tax law. Our medical tax & accounting specialists will seek to structure your financial position to be tax-efficient.
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
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.