Wealthmed Australia is a financial planning practice established in 2011, specialising in providing integrated advice for medical, dental, and allied health professionals. With a team of specialists dedicated to serving the unique financial needs of doctors, Wealthmed offers exclusive products and services tailored to medical professionals, including finance, car loans, insurance, home loans, and investments. The multidisciplinary team at Wealthmed focuses on optimizing tax affairs for medical professionals, allowing clients to achieve their financial goals sooner and build a more extensive investment portfolio.
With decades of experience advising doctors at all career stages, Wealthmed is committed to helping clients navigate the complexities of financial planning. The team at Wealthmed understands the demanding career path of medical professionals and aims to provide personalized strategic plans to achieve clients’ lifestyle goals and objectives. By offering a coordinated approach under one roof, including tax and accounting, insurance and risk management, property investment, finance, and business management, Wealthmed ensures that clients receive comprehensive financial guidance to set them up for long-term success.
At Wealthmed Australia, clients benefit from the expertise of Certified Financial Planners and a team of professionals dedicated to providing the highest level of support to medical professionals. The firm’s philosophy revolves around a holistic approach to wealth management, focusing on cash flow management, superannuation, retirement planning, wealth creation, asset protection, insurance, and estate planning. By combining specialized financial services with a commitment to long-term client relationships, Wealthmed aims to make a real difference in the lives of medical professionals by helping them achieve their true wealth potential.