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

How we help

Financial Planning for Doctors
Accounting and Taxation for Doctors
Debt and Finance for Doctors
Setup and Manage SMSF
Insurance for Doctors
Setup the Medical Practice
Estate Planning for Doctors
Legal Services for Doctors
Business Structuring for Doctors
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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
Getting Married
Purchase a Property
Getting Promoted
Starting your Career
Starting a Family
Starting a Business
Stop Work (Injury/Illness)
Thinking to Invest
Saving for a Car
Considering Divorce
Terminated or Redundant
Move in with Partner
Saving for Holiday
Consider Retirement
Philanthropy

Where do I get independent financial advice?

Financial planning for doctors in Brisbane CBD

Level 3, 155 Queens St, Brisbane, QLD 4000

Financial planning for doctors in Sydney

Level 2, 11 York St, Sydney, NSW 2000

Financial planning for doctors in West End, Brisbane

MPR Room, 11 Beesley St, West End, QLD 4101

Articles for medical professionals

 ©2016 WHOLE WEALTH

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