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Financial Services for Doctors
Wealthmed are specialist wealth creators for medical professionals.
Junior Doctors
The start of an exciting career is a good time to decide where you'd like it to take you.
Registrars & SHOs
As your career progresses, opportunities appear and things can become a little more complex.
A simple 3 step planning process.
STEP 1
Find the path
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 the life that you want.STEP 2
Walk the path
Keeping your plans on track is key to making progress. Everything we do is designed to remove the stress out of managing your finances so that you can focus on what's important to you.STEP 3
Stay the path
We're here to help navigate any possible situation and take care of all the details along the way. Our team are here to support you whenever you need us.Plus, the full scope of expertise, all under one roof
Planning
Work less and still make the same money.
- Investing for growth
- Investing for income
- Protecting income and assets
- Life beyond medicine
- Passive income
- Structuring
- Estate planning
- Income management
- Salary packaging
Property and Finance
We remove the time and stress factors.
- Property + Finance
- Home loans
- Investment loans
- Debt + ownership structure
- Buyers advocate service
- Managed property builds
- Vehicle + practice equipment
Manage Risk
Protecting yourself, family and business.
- Insurance Income Protection Trauma &
- TPD Life Insurance Buy Sell Agreements
- IBusiness Insurance Premises Locum Cover
Tax
Legal and logical minimisation of tax.
- Tax + Accounting
- Income tax returns
- BAS + GST
- Accounting strategies
- Practice planning + structure
- Trusts + company trusts
- Self managed super funds
Business Management
Make your business hum.
- Company setup
- Taxation
- Medical Billing
- Bookkeeping
- Super
- Budgeting & forecasting
- Financial reporting
- Tax compliance
- Best practice
- Practice expansion
- Succession
- Due diligence
- Debt restructuring
- Asset protection
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.