To provide financial advice that is in your best interests, our advisers need to gain an understanding of your goals and objectives, your financial situation and what you currently have in place. We will help you to complete a needs analysis and an analysis of your current financial situation before your first meeting. The first meeting will take about an hour. Should you wish to proceed with a full financial plan, from the time you first meet with your adviser to the time we implement the plan, should take about six weeks.
At Doctors Wealth Management we believe in pricing that is good value, fair and transparent. Our fee for comprehensive advice is $7,500 plus GST and includes a personal plan which the industry calls a ‘Statement of Advice’ covering your personal goals and, where appropriate, investments, insurance, superannuation, debt management, estate planning and tax structuring.
You don’t need to be a doctor or an Avant member to become a client of Doctors Wealth Management.

Over 50% of Australian doctors trust Avant with their professional reputation.
Now, you can trust Doctors Wealth Management to look after your financial wellbeing too.

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