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Wealth creation

Wealth creation is the idea that you accumulate enough assets over your lifetime to ensure that at some point, those assets can provide you with enough income to sustain your lifestyle.

We understand that your ability to create wealth grows exponentially as your medical career progresses, and your attitudes towards investment types and risks will be different at every stage.

We will help you understand your risk profile, identifying your level of comfort with each type of investment risk, and aligning your risk tolerance and investment horizon with your wealth accumulation goals.

Our financial advisers can develop a personal plan to create wealth and to provide you with financial security and flexibility to achieve your life goals.

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Investments

Our long history with doctors shows us that they like investing in property, and that life and work sometimes get in the way of looking at other investment opportunities. We also know that there is more to investing than property and superannuation, and you are more likely to achieve your investment goals if you have a strategy in place.

We also believe in the adage of not placing all your eggs in one basket, and that diversification is a key strategy that can minimise investment risks.

Our financial advisers can help you understand all types of investments and tailor a strategy that achieves your goals. We will consider investments such as:

  • residential and commercial property
  • shares
  • managed funds
  • bonds and government securities
  • cash and fixed interest.

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