Private Wealth Management for Doctors and Medical Professionals
PECUNIA Private Wealth Management specialise in providing comprehensive financial and strategic advice to Doctors, Dentists, Pharmacists and Medical Specialists on the Mid North and North Coast of New South Wales. We also have a number of select clients in Sydney, Melbourne, Brisbane and the South-East Area of Queensland.
We are uniquely placed to provide ongoing fee for service advice to our Medical Professional Clients and are advised directly by our CEO and Senior Adviser, Michael Carlton. Michael works very closely with independent tax advisers, accountants, solicitors and finance brokers who like he have a deep understanding of the taxation needs, asset protection, financing needs and the challenges that face Medical Professionals.
Specific knowledge of your profession, as Michael has had and continues to advise clients who are Anaesthetists, Specialist Surgeons, Dental Specialist, General Practitioners and Physiotherapists.
Access to industry leading research, cost effective, transparency of fees, confidentiality assured and highly personalised “strategic thinking today for your future tomorrows”.
If you already have an existing relationship with a Financial Adviser, give us a call on 1300 112 676 or visit our website for your complimentary and confidential initial consultation to experience the PECUNIA Private Wealth Management difference and value offering for Medical Professionals such as you.
Special Introductory Offer
- Complimentary review of your existing financial plan, investments, structure and discussion on how they may be optimised or made more efficient and effective to assist you in achieving your identified needs, goals and objectives.
- Operating outside of normal office where required, personalised service and meetings exclusively with our CEO and Senior Adviser, Michael Carlton.
Access to industry leading research, cost effective, transparency of fees, confidentiality assured and highly personalised “Inspired Strategic Thinking Today For Your Future Tomorrows”.
Call to arrange your appointment today, 1300 112 676.
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