DPM Financial Services

About Us

The leader in smart financial and investment advice for medical professionals

We’ve provided medical professionals with financial advice throughout their career from student to specialist for over 50 years. Success is helping you achieve your financial goals to match your brilliant career.

We specialise in financial services for doctors, helping them through their career

At DPM, we’re there with you from medical student through to retirement.

Our expertise in providing financial advice for doctors means we understand your unique professional and financial considerations and can guide you as your career and circumstances advance.

We offer an integrated range of financial services tailored to your specific needs.

Services

Tax & Accounting

Maximise opportunities with proactive tax planning and structuring.

Providing financial services for the medical profession for over 50 years, we know the exciting career journey ahead of you! Commencing your medical internship is a careeer milestone, and an important financial one too. DPM helps you lay the foundations for sound financial health while you focus on your career.

Personal Insurance

Ensure financial protection for you and your family into the future.

Personal insurance is about protecting your greatest asset – you and your ability to generate an income.

With the right cover, you know you and your family will be cared for and safeguarded if something should happen to you. It can replace all or parts of your income if you’re unable to work due to illness or injury, and provide funds for unavoidable expenses such as rent, mortgage repayments, education and feeding your family.

These costs don’t stop simply because you can’t work, whether briefly or indefinitely.

Private Wealth

Your finances should work as hard as you

Life’s good. You’ve reached a point where you’ve got a little money aside or have a stable situation that provides a consistent income. You may want to consider some investment options so you can start doing more with your money.

You’re thinking about the future. You have goals you want to accomplish. The time is ripe to seek out and put in place strategies that will turn your imagined financial future into a reality.

Self Managed Super Funds​

Determine your retirement with a self managed super fund

We understand the importance of being in control of how and where your capital is invested, which is why we provide services focused on superannuation for medical professionals.

Our specialised advice on the administration and compliance of SMSFs for doctors means you can focus on choosing assets aimed at building wealth.

Lending Services

Suitable and highly competitive lending solutions

Experts in finance for doctors, we understand lending requirements from home loans for doctors to practice acquisiton, leveraging our lender relationships to meet your goals.

Property Advocacy

Maximise opportunities with proactive tax planning and structuring.

The Property Advocacy team provides specialist advice on buying and selling residential and commercial property. Backed by exacting research and market insight, your skilled property advocate will apply their real estate knowledge and negotiating expertise to deliver quality property outcomes that suit your needs, now and in the future.

Legal Services

Secure your financial future with expert legal advice

As your professional responsibilities increase, it can be a good idea to seek out legal services specific to doctors.

The specialist team at Fletcher Clarendon offers comprehensive legal advice for doctors, covering all aspects of their medical career path ranging from will preparation to conveyancing services as you need them.