Specialist Wealth was established to provide holistic, quality financial planning for medical and dental professionals combining quality financial planning, insurance, investment, superannuation, tax and lending services with the highest level of standards. Due to the quality of advice and service, Specialist Wealth has become the preferred provider for the Australian Medical Association for NSW and also the preferred provider for the Australian Medical Association for the ACT.
The team have been involved with all aspects of Financial Planning advice including; Insurance, Investments, Superannuation, Direct property, Tax, Lending and Estate planning advice for over 17 years.
We offer a wide range of financial planning and investment services to meet your financial needs.
We provide professional advice and services exclusively the Medical, Dental, Veterinary professionals with:
- Budgeting & Cash flow management
- Wealth creation through investments
- Personal insurance for you and your family
- Personal Superannuation advice
- Strategies to increase Centrelink benefits
- Planning for your retirement
- Self Managed Super Funds
- Debt Structuring for Tax minimisation