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
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.
Lending for Medical Students
In your final year of study, a medical student loan can provide you with the financial boost you need to achieve your goals, while you focus on completing medical school.
Personal Insurance for Medical Students
DPM’s experienced insurance team will provide guidance on the appropriate insurance options to consider for your personal circumstances, so that you can focus on your studies and your future medical career.
Buy Now Pay Later | The cost of convenience
Buy Now Pay Later was a Whitlams song in the late 1990’s about the emotional absence of a friend and bandmate due to drug use
New Year’s resolutions for your finances
With 2019 firmly in our rear view mirror, now is the time we all start thinking about the year ahead. It may have been your
Concessional contributions ‘catch-up’ – what it all means?
Superannuation contributions can be divided into two types: Concessional (before-tax) contributions – including employer Superannuation Guarantee Contributions (9.50% in FY19); and non-concessional (after-tax) contributions Each
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.
