Do your financial goals meet your career goals?
We understand the enormous effort it takes entering a private practice and the importance of making that investment work in your best interest.
Our financial advisers for doctors ensure your assets are structured for wealth creation and protected as part of a wider investment strategy aimed at financial security.
Private wealth strategies for private practice
Wealth strategies for financial security
With the financial responsibility of private practice, it’s important you manage and protect your assets while growing your private wealth.
As expert financial planners for doctors, we advise on strategies to accumulate & protect wealth, retirement planning to ensure you retire with a healthy income stream to maintain your lifestyle.
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.
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Investment Strategy: a compliance obligation for Trustees Self Managed Superannuation Funds (SMSFs), as a concessional tax structure, are regulated by the Australian Tax Office (ATO).
Ethical investing can mean different things to different people but put simply, ethical investing is about understanding the broad spectrum of various investment decisions that you can make that align to your beliefs and values as well as whether that fits into your overall financial goals.
Frequently asked questions
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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.