Financial advice from someone you can trust so you can focus on those who trust you

Doctors Wealth Management financial advisers are all experienced advice professionals who are registered with the Tax Practitioners Board (TPB) and comply with the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics.

Even more importantly, they are all committed to working in your best interest, and not just because it’s the law. As salaried employees of Avant, they also share in Avant’s values of respect, integrity, mutual ethos and culture, and putting your interests first – always.

Your financial adviser should be a highly qualified financial professional who is also an expert in you

Avant’s long involvement with the medical profession has given us valuable insights about doctors and their financial needs. When it comes to understanding career trajectories and the financial complexities of being a doctor–all crucial information when creating a meaningful financial plan–our financial advisers could not be in better company.

We provide professional and comprehensive financial advice, wealth creation and protection for doctors and their families, that you can trust will put your best interests first for a more secure financial future.

Our fees are simple and transparent, with a fixed fee for financial advice. Importantly, Doctors Wealth Management advisers are not rewarded based on the products they recommend, the amount of cover you need or how much you invest.

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Our Services

We recognise that doctors’ needs can be complex, and no one doctors’ needs are the same. Our range of services have been designed to meet your needs, whether you are in public or private practice, different specialties, practice owner or partner, or an intern. Our advice covers everything from managing investments to taxation optimisation, insurances to practice structures, to setting up a self-managed super fund, preparing for retirement or estate planning. We have considerable resources to draw on and where appropriate, just like you, we collaborate with trusted professionals.

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Financial goal setting

We’ll help you align your financial, career and personal goals.

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Wealth creation and investments

Build wealth beyond just superannuation and property. Match your risk appetite to your career stage and the returns you want.

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Superannuation and retirement planning

Make your superannuation work as hard as you, so you don’t have to compromise when you retire.

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Life insurance and estate planning

Cover to protect your income, assets and family. All part of a plan to ensure your assets are protected and managed according to your wishes.

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Structuring and tax planning

Advice on how to structure your assets to maximise your financial situation, both personally and professionally.

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Debt management

There’s good debt and bad debt. We’ll help you structure your personal or practice debt more effectively.

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Testimonial

Will Wilson was honest, trustworthy, professional and above all, helpful. I chose not to pursue any of the offered financial products simply because my financial needs are not complex enough to warrant this. Regardless, if I did have a need to pursue more in-depth planning in future I would seek your products as a first option given the positive experience I had with Will.

“I recently met with Anthea Dang to discuss general financial advice and planning. I found Anthea to be extremely helpful and easy to talk to. Anthea provided great education around general finances, in particular asset classes which I found really helpful. Anthea was also able to ask some questions that I had not thought of previously, and made me think more critically about my financial future.

I found this session to be really informative and would be recommending this service and Anthea to colleagues.”

“We have never felt in such competent hands , having never really come across a financial advisor like her. Anthea strikes just the right balance, providing professionalism and attention to detail whilst really understanding our position and financial needs. She also appears to love a giggle.

We consider ourselves very lucky to have Anthea on our side.”

Book an appointment

Appointments are by video call, phone or in person at your convenience. Your first appointment is complimentary as we start to uncover your needs.

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Meet the team

Meet our team of financial advisers who can help you reach your financial goals.

 

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Call us

Have a question? Give us a call. Our office hours are open 8am – 7pm AEDT, Monday – Friday. Call now or send us a message and we will call when it best suits you.

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Important disclaimer: The material contained in this publication is of general nature only. It is not, nor is intended to be legal, accounting, tax or financial advice. Doctors Financial Services Pty Ltd (DFS) and its related entities have not considered your individual objectives, financial situation and needs in providing this information. If you wish to take any action based on the content of this publication we recommend that you seek appropriate professional advice. While we endeavour to ensure that this information is as current as possible at the time of publication, we take no responsibility for matters arising from changed circumstances, information or material. DFS and its related entities will not be liable for any loss or damage, however caused (including through negligence), that may be directly or indirectly suffered by you or anyone else in connection with the use of information provided. Doctors Wealth Management is a registered business name of Doctors Financial Services Pty Ltd ABN 56 610 510 328, AFSL 487758. Doctors Wealth Management Financial Advisers are Authorised Representatives of DFS.

© Doctors Financial Services Pty Limited 2020