Financial planning for medical professionals
FINANCIAL PLANNING FOR MEDICAL STUDENTS
FINANCIAL PLANNING FOR DENTISTS
FINANCIAL PLANNING FOR DOCTORS
ADVICE FOR DOCTORS MOVING TO AUSTRALIA
FINANCIAL PLANNING FOR REGISTRARS
FINANCIAL PLANNING FOR SPECIALISTS & SURGEONS
Why choose Whole Wealth
We understand the vigorous training you undertook to become a medical professional. The term, "time poor" is a gross understatement considering the academic and work pressures compared to the rest of the population.
We are specialists in providing financial advice for medical professionals. We cater to solutions for every stage of your medical career from graduation to running your own private practice. Doctors and medical professionals are special have special needs, which we are have the skills and experience to fulfil.
We understand the ins and outs of taxation and will help you establish your own practice with the right structures to minimise tax and protect you against legal liability.
Our team consist of financial planners, lawyers, chartered and certified practising accountants, finance brokers, along with others who have accumulated years of experience specialising in doctors, dentist, surgeons, and other medical professionals.
Our legal team can help you draft contracts, agreements, trust deeds, company documents, wills, powers of attorney, and everything needed to run your medical practice.
When should a medical professional seek financial advice?
Starting your Studies
Purchase a Property
Starting your Career
Starting a Family
Starting a Business
Stop Work (Injury/Illness)
Thinking to Invest
Saving for a Car
Terminated or Redundant
Move in with Partner
Saving for Holiday
Where do I get independent financial advice?
Level 3, 155 Queens St, Brisbane, QLD 4000
Level 2, 11 York St, Sydney, NSW 2000
MPR Room, 11 Beesley St, West End, QLD 4101