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Life insurance

Insurance is the foundation of a successful financial plan to ensure you protect your financial future through death, illness or disability.

We know doctors can think they are invincible but having the right protection in place if you need it can make all the difference. Unfortunately, most doctors under-invest when it comes to personal insurance. Because doctors can be time poor, they don’t review their insurances and adjust for their changing personal circumstances.

Our advisers can provide tailored advice on the right type of cover and level of insurance for you, your family and your business, and we will consider:

  • life insurance
  • income protection
  • trauma cover
  • total and permanent disability
  • children’s cover
  • practice expense cover.

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Estate planning

Good estate planning is more than just having a will. Its about ensuring that whatever happens to you, your personal and professional assets are managed according to your wishes.

Our advisers and specialist partners will help you prepare an estate plan that ensures your assets are protected, and your wealth is multi-generational.

We will look at the appropriateness of estate, wealth and business succession planning and structuring, asset protection, trusts, powers of attorney, and of course wills.

After a life-time of hard work, accumulating wealth, and protecting yourself with insurances, we want to ensure that it doesn’t fall apart through death, illness or disability.

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