ABOUT US

Begin your journey to financial freedom today…

Specialist Wealth leverages unique knowledge and experience to provide financial planning, insurance, investment, superannuation, tax, and lending services exclusively to medical, dental, and veterinary professionals. We empower our clients to make informed decisions about their financial future.



85

years of combined
experiences




Financial
Freedom




OUR SERVICES

We offer a wide range of financial planning, lending and accounting products and services to meet the needs of medical professionals.

NEWS
Check out our latest news and blog posts

Get the latest news, blog posts and podcasts about financial services for the medical professionals, useful information about financial services products, and great tips and tricks to support your financial journey.

Testimonials

  • Kayla Venn
    We've been fortunate to have Katharine Fasal as our financial adviser. Katharine's proactive and tailored approach has significantly impacted our financial well-being. More than that she's is always there for us, offering expert advice and support that goes beyond the call of duty. We wholeheartedly recommend Katharine to anyone seeking a financial adviser who genuinely cares and consistently delivers.
    Kayla Venn
  • My husband and I were both absolutely delighted with Specialist Wealth. What really impressed me was the way they took the time to get a feeling for where we were at, his depth of knowledge, lateral thinking and their common sense approach, made us feel comfortable. I have no hesitation in recommending Specialist Wealth firm's services with complete trust and I look forward to a continued relationship with them.
    Paula Bourke
    National Life Insurance Claims Manager, BT Financial Group
  • Our financial planning took a dramatic turn for the best when we were introduced to Specialist Wealth. Specialist Wealth took the time to understand our needs and position in great detail and equipped us with the information we needed so as we were able to make decisions about our future financial planning with confidence.
    Natalie & David Murdoch
    NSW
  • We found Specialist Wealth different because they helped when it really matters: claim time. They do this because they has a passion for what they does and a clear desire to provide help to their clients when they need it most. In our case, we were able to make a claim for income protection in what initially seemed like a lost cause. Specialist Wealth was able to do this because they had a deep understanding of the fine print of our insurance policy. Their knowledge and passion for what they do makes him an excellent choice when it comes to life insurance.
    Dr Alvin Keen
    Dentist QLD
We're here to help you achieve your financial goals. Contact us today:
Phone:

1300 008 002

Email:

[email protected]

Address:

Unit 104, 28 Chandos Street, St Leonards NSW 2065