Articles

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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...

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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...

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Wealth creation and investments

Weekly Market Update

The Weekly Market Update Covers: Overview update of the market Economic data across the week Shares (local & overseas), Rates, OAS, Cur...

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Financial goal setting

Is your approach to financial planning costing you?

Doctors’ financial needs are often complex and unique, so it can be difficult to know whether you need a financial adviser and what services they can offer? I...

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Wealth creation and investments

Missing the post-COVID share market bounce-back

The COVID-19 pandemic has had a major impact on the global economy and will certainly shape doctors’ financial decisions in the future. Looking back to Feb...

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Structuring and tax planning

Types of trusts

For most doctors at some stage, one or more types of trusts will likely form part of their overall financial strategy; to help meet their objectives during thei...

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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