Financial planning for medical professionals
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
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?
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