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FAQs
DPM Financial Management can help you manage your family’s budget and cash flow, protect your assets and your family from financial hardship, help you to pay down debt faster while building wealth and plan a tax efficient inheritance.
DPM says, Yes! With us on your side you can manage and protect your family’s cash flow and budget; save and invest for the future; minimise your tax and ensure you’re getting the most from Government benefits. We can show you how to manage and reduce your debt quickly and plan for education.
Open Monday - Friday
Advice & Information, Aged Care, Annuities, Asset Protection, Benefit Plans, Bonds, Budgeting, Cashflow Management, Centrelink, College Funds, Direct Equities, Estate Planning, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Money Market Accounts, Mutual Funds, Pensions, Portfolio Management, RBL Strategy, Redundancy, Retirement Planning, Rollovers, Rural Estate Management, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Agricultural
Accredited, Australian Owned, By Appointment, Certified, Fee For Service, Free Consultations, Home Visits, Independently Operated, Independently Owned, Insured, Licensed, Locally Operated, Locally Owned, Member FPA, Mobile Service, Owner Operated, Registered
Retirement, Retrenchment
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
early retirement, retirement advice, retirement, wealth creation, Financial Planners In Hermit Park, aged care planning, retirementplanning, Finance Services, smsf, Financial Management Services, ingham, financial planning, ayr, superannuation, charters towers
Absolutely not. We designed the DPM service offering based on our know-how of what medical professionals will need throughout their careers. The services work together as a fully integrated solution to give the best outcome, but they also stand alone as individual services tailored to your needs.
As long as you’re a medical school student, we can complete your tax returns for any and all prior years. And, no, we won’t charge you for that service.
Absolutely. Managing your finances as well as your partner’s means we can provide a more complete service to both of you. The majority of our clients who are in a relationship opt to become clients as a couple or as a family. It’s more practical and allows us to help you plan more effectively for your future.
Our advice philosophy centres on all we know of a medical professional’s journey – your journey. As a non-aligned business, DPM will give you the best advice for your personal situation, without pushing any specific product or affiliate company along the way. It ensures we always work in your best interest.
The Student Loan is available to final year medical students who have received their letter of offer for their internship year. Through the Young Doctors Package, students may be able to access up to $50,000 unsecured (subject to serviceability criteria) for a loan term of up to 5 years. To find out more about the Student Loan, get in touch with one of our DPM consultants to discuss your personal situation and whether the student loan could be suitable for you.
Yes, we do. And, yes, you can. It’s given with the medical profession that you’ll need to move around to take up opportunities. We currently have clients all over Australia and the world. To cater to this global client-base, all our meeting rooms are set up with web conferencing, ensuring we can give you our full attention, no matter where you are.
