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 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.
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 financial planning services and associated fees, and answer any questions you may have.
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Frequently asked questions
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We’re proud of our expertise delivering financial services for doctors, and so are our clients.