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Prioritise goals

At Doctors Wealth Management, we understand that your financial goals change as your career goals are achieved, whether you’re moving from being a doctor in training to newly fellowed, or stepping out of practice into retirement.

We know that a financial plan can only be effective when our client’s goals are clearly defined and aligned to their current situation.

That’s why our advisers will work with you to understand all aspects of your financial position, such as:

  • your financial, life and career goals
  • your current needs
  • your budget and cashflow
  • your career progression and next step.

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Ongoing guidance

We help you prioritise your goals and identify obstacles.

Once your plan is in place, we will be with you to adjust your goals as your career progresses, helping you maximise the opportunities presented to you as a doctor, and navigate you through the ongoing legislative and economic changes.

We believe that a financial plan isn’t just ‘set and forget’, but a living document that grows and changes with you. Knowing that you are in control, no matter what life throws at you, leads to greater confidence and peace of mind, which is why you wanted a financial plan in the first place.

Find out more

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