Doctors Financial Services | Wealthmed Australia

A Note from Our DIRECTOR Carolyn Bindon

At Wealthmed, our passion lies in helping medical professionals like you thrive, not just in your career but in every aspect of your financial life. We understand that managing wealth can feel overwhelming, especially when time is limited and life’s demands are ever increasing.

That’s why we’ve designed our services to be simple, effective, and tailored to your unique needs.

Our goal isn’t just to give you advice, it’s to walk alongside you at every step, providing clarity, confidence, and support, as you build a future that aligns with your goals and values, creating the life you want to live.

Whether you’re just starting your career, growing a private practice, or planning for life beyond medicine, we’re here to ensure that your financial success matches your professional achievements.

If you’ve been waiting for the right moment to take control of your financial future, I encourage you to start today. A quick chat with our team could be the first step toward a more secure and prosperous tomorrow.

We look forward to partnering with you on this exciting journey.

Book A Quick Chat today and let’s explore how we can help you achieve your financial goals, one step at a time.

Warm regards,
Carolyn Bindon
CEO, Wealthmed Australia

Our Integrated Advice Model

A Holistic Approach to Wealth Creation for Medical Professionals

At Wealthmed, we understand that true financial success goes beyond individual services. It requires a cohesive strategy. Our Integrated Advice Model is designed to bring together every aspect of your financial life into one streamlined plan.

Combining financial planning, tax optimisation, property investment, risk management, and business advisory services, we help you achieve your goals faster and with less stress.

Our model ensures that each financial decision supports the next. For example, your tax strategy directly aligns with your property investments, and your income protection plan complements your wealth management strategy.

With our experts working as a unified team, you avoid the common pitfalls that come from disconnected financial advice. We stay ahead of changes in your career and in market conditions, so your financial plan evolves seamlessly with you.

Our Integrated Advice Model is particularly beneficial for medical professionals with complex financial situations and time constraints. Instead of juggling multiple advisors, you partner with a single, knowledgeable team that understands the unique needs of doctors. This collaborative approach saves you time and maximises your financial outcomes.

When you work with Wealthmed, you benefit from proactive advice, regular reviews, and continuous optimisation across all areas of your finances.

Whether you’re just starting your career, scaling your practice, or planning for life after work, our model ensures you’re always on the most effective path to financial freedom.

Focusing on short-term wins and long-term stability, our Integrated Advice Model provides peace of mind and financial clarity at every stage of your journey, ensuring you are under great ongoing care.

Book A Quick Chat today to discover how Wealthmed’s integrated approach can transform your financial future and set you on a path to lasting wealth.

A Simple Three-Step
Planning Process

At Wealthmed, we make financial planning easy with our three-step process:

Step 1

Clear Plan

It starts with understanding the lifestyle that you aspire to. Our focus is to help you find that path and keep you on the right track to create the future you want to live in.

Step 2

Management Strategy

Keeping your plans on track is key to making progress. We have a system to manage your plan to fruition. Everything we do is designed to remove the stress of managing your finances, so that you can focus on what’s important to you.

Step 3

Access to Support

We’re here to provide guidance and help when you need it, navigating any possible situations and taking care of all the details along the way. Our team is here to support you whenever required.

Our Core Services

Financial PlanningA solid financial plan is the foundation of long-term wealth. Wealthmed’s financial advisors craft personalised strategies tailored to your unique needs as a medical professional. From budgeting and cash flow management to investment planning and retirement strategies, we ensure that every dollar you earn works harder for you. Whether you're planning for early retirement or saving for future goals, our financial planning services provide clarity, structure, and confidence.
Tax and Accounting Taxes don’t have to be a burden. Wealthmed’s tax and accounting team specialises in managing your tax outcomes through customised planning strategies. We stay up to date with Australia’s latest tax laws to maximise deductions and minimise unnecessary payments. Whether it’s salary packaging, business structuring, or long-term tax reduction strategies, we simplify your finances so you can focus on your profession. Our aim is to have no surprises and help you sleep at night knowing your tax and business affairs are well managed.
Property and Finance Build wealth through smart property investments. Wealthmed helps you unlock property opportunities that align with your financial goals. From mortgage broking and loan structuring to property selection, our advisors guide you through every step of your property journey. With access to exclusive financial packages for medical professionals, we make it easy to grow your investment property portfolio.
Manage Risk Secure your future by managing risks wisely. Wealthmed provides tailored insurance solutions, estate planning and asset protection strategies. As a life insurance broker, we have access to the insurance market as well as exclusive income protection and life insurance designed for medical professionals. We assess your risks, identify gaps, and implement strategies that ensure financial stability, no matter what life throws your way. Protect your wealth and your loved ones with our proactive risk management advice.
Business Management For medical professionals transitioning to private practice or running a business, Wealthmed offers professional, knowledgeable business management services. From practice finance to strategic planning, we help you establish and scale a profitable business. Our advisors also assist with cash flow management, business structuring, and tax planning to optimise your operations and maximise profits.

Who We Help

Tailored Financial Guidance for Every Stage of Your Medical Career

Junior Doctors

Navigating the early stages of your career can be overwhelming. We help junior doctors manage student debt, optimise salary packaging, and create a savings plan that sets the stage for long-term wealth. With Wealthmed by your side, you’ll start your journey with the financial confidence needed to thrive. We also invest in you getting a great start by providing a Junior Doctor advice credit.

Consultants

As your career progresses, so should your financial strategy. Consultants benefit from our advanced tax optimisation strategies, wealth management services, and comprehensive investment advice. We ensure your income works hard for you, helping you achieve personal and financial goals.

Private Practice Owners

Transitioning to, or running, a private practice comes with unique challenges. Wealthmed supports private practice owners with tailored business management advice, management reporting, financial planning, and property investment strategies. Our team ensures you focus on patient care while we optimise your practice’s profitability and your personal wealth.

Registrars & SHOs

Balancing training with financial management can be daunting. We help registrars and SHOs take control of their finances with personalised strategies. We assist you in progressing financially even when you are moving around for training purposes. We have services you can rely on when managing property investment decisions, maximising tax savings, and coping with exam pressures. We align your financial plan with your career goals, ensuring every step forward counts. Our focus is to set you up for the next step you want to take.

A simple 3 step planning process.

Plus, the full scope of expertise, all under one roof

Disclaimer: The Wealthmed group of companies are designed to provide clients with a holistic suite of services. 

The following services are not provided by Wealthmed Australia Pty Ltd.

Tax & Accounting services are provided by Wealthmed Accounting Pty Ltd, tax agent number 24677924.

Property services are provided by Wealthmed Property Pty Ltd, Real Estate Licence number 3631967.

Finance services are provided by Wealthmed Capital Pty Ltd Australian Credit Licence number 393329.

Transform Your Medical Career into Financial Freedom

A Note from Our DIRECTOR Carolyn Bindon

Our Integrated Advice Model