Wealth creation and investments

Can You Financially Benefit From Borrowing to Invest?

Do you often hear your fellow Doctors talk about how they’re applying for finance to invest in residential real estate to build their property portfolio? If y...

Life insurance and estate planning

What You Need to Know About The Upcoming Changes to Income Protection

We understand that doctors and medical practitioners tend to have longer career spans than most other professions, typically choosing to work into the older age...

Structuring and tax planning

Salary Packaging (including salary sacrifice) for doctors

Salary packaging is an arrangement between an employer and an employee. Under the arrangement, the employee agrees to forgo part of their future entitlement to...

Superannuation and retirement planning

Downsizing Contributions into Superannuation Funds for Retirement

As a doctor planning ahead for your retirement, your future comfort, lifestyle and security are probably high on your list of priorities. With this in mind, it...

Wealth creation and investments

Your home as part of your investment portfolio

As the saying goes, ‘home is where the heart is’, which means buying a house is usually an emotional decision. Commonly, we buy our home with the intention...

Financial goal setting

Financial Services jargon & acronyms demystified

FSG, SOA, TTR, PE Ratio? Financial services is full of jargon and acronyms. Doctors Wealth Management has produced this guide to help you navigate through the w...

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.

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