Financial planning for medical professionals

FINANCIAL PLANNING FOR MEDICAL STUDENTS

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FINANCIAL PLANNING FOR DENTISTS

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FINANCIAL PLANNING FOR DOCTORS

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ADVICE FOR DOCTORS MOVING TO AUSTRALIA

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FINANCIAL PLANNING FOR REGISTRARS 

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FINANCIAL PLANNING FOR SPECIALISTS & SURGEONS

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How we help

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?

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Starting your Studies
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Getting Married
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Purchase a Property
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Getting Promoted
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Starting your Career
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Starting a Family
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Starting a Business
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Stop Work (Injury/Illness)
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Thinking to Invest
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Saving for a Car
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Considering Divorce
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Terminated or Redundant
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Move in with Partner
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Saving for Holiday
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Consider Retirement
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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