At PECUNIA we work with you to get you started on your personal wealth creation pathway from the intern years of your career. In these early years some of the most important habits are formed and choices made, so it is extremely important to get the right advice from specialists in medical wealth planning with over 20 years’ experience – PECUNIA Private Wealth Management.
We are able to start you down the best path in these early stages of your career because we have the experience from advising many interns, guiding them through their training years into specialisation. Our highly-qualified and experienced advisers will work with your personal circumstances to construct optimal strategies for you.
We tailor our advice around your needs at your stage in life and career, including common services such as salary packaging, tax, budgeting and insurance.
More junior Medical & Dental Professionals are discovering and engaging PECUNIA Private Wealth Management to manage their financial affairs in Regional NSW, Sydney, Brisbane & South East Qld.
Interns client service packages may include the following:
General financial planning including debt consolidation, budgeting, and discussions around the next few years & what’s coming up:
- Tax returns;
- Insurance advice & reviews;
- Car buying/upgrade assistance;
- Unlimited meetings as required; and
Property services including budgeting, loan structuring, pre-approval and property research reports, via our professional alliance partners, including the one of largest property valuers in Australia.