Private Wealth for Medical Students
Private wealth begins with a solid financial plan
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.
Private Wealth
Private wealth strategies for medical students
Action your wealth creation plan
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.
Private wealth strategies for final year students
Expert advice for wealth creation
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.
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
Lending for Medical Students
As experts in finance for doctors, we understand the lending requirements of our clients, from home loans to investment property loans and business loans for practice acquisition, we’ll leverage our strong lender relationships to meet your goals.
Tax and Accounting for Medical Students
DPM provides medical students with the tax support and financial advice they need to get through medical school and get prepared for a career in medicine.
Personal Insurance for Medical Students
Earning an income and having access to lump sums at critical times is crucial to your overall financial security. We will provide expert guidance on appropriate personal insurances to cover your unique needs and protect your financial wellbeing.
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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.
