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

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.

Financial Planning for Doctors