Our services

We recognise that doctors’ needs can be complex and no one doctors’ needs are the same, so 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, intern or senior specialist. Our advice covers everything from managing investments to taxation optimisation, insurances to practice structures, from setting up a self-managed super fund, preparing for retirement or estate planning. We have considerable resources to draw on and where appropriate, we collaborate with selected 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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Book an appointment

Appointments are by video call, phone or in person at your convenience. Your first appointment is complementary as we start to understand you better and uncover how we can help you achieve your goals.

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Meet the team

A Doctors Wealth Management adviser will help you reach your financial goals.

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Call us

Have a question? Give us a call. Our office hours are 8am – 6pm 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