Using the services of a financial planner while you are still a medical student will give you a head start for long-term financial success.
Even in the early stages of your career path, DPM’s financial advisers for doctors can help with budgeting to create a savings and investment plan aimed at long-term wealth creation.
Our financial planners for doctors can outline the available options for wealth creation, commencing while you are still a medical student.
We’ll consider your personal circumstances and school year, offer budgeting advice and tailor a savings and investment plan so you can focus on your studies.
As a final year medical student, you understand the rigour of training to become a doctor.
Applying the same precision in our approach to financial planning for doctors, we will outline responsible long-term wealth creation strategies, considering your existing financial obligations, to place you on the path to financial health.
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 financial planning services and associated fees, and answer any questions you may have.
*Read the DPM Financial Services Guide for more information.
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