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.
Michael Carlton
CEO & Senior Adviser
Michael Carlton, Director & Senior Adviser
PECUNIA Private Wealth Management is a privately owned advisory firm, with Michael Carlton (Director & Senior Adviser) having over 30 years’ experience in the Financial Services profession, working in both the Corporate and Private Sectors, most recently having worked with one of Australasia's leading providers of integrated financial services and accounting services as a Senior Financial Adviser (Private Wealth Manager).
Our Clients include;
• Doctors, Dentists, Medical Specialists and Allied Health Professionals;
• Business Owners, Business Leaders, Retirees and Accumulators;
• Individual and Corporate Trustees of Self - Managed Super Funds; and
• High Net Worth Individuals
Corporate Experience, Personal Approach:
Specialising in, Long Term Investment and Wealth Creation Strategic Planning, Investment Portfolio Advice and Management, Retirement Planning, Self - Managed Super Funds, Personal Risk Protection, Succession and Estate Planning, PECUNIA Private Wealth Management’s Director & Senior Adviser, Michael Carlton has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, quality advice, and the provision of personalised not corporatised service over many years, with a low client to adviser ratio and will not compromise on this.
Fee for Service Only
"The price is what you pay, the value is what you get..." Warren Buffett
• We are a Fee for Service Practice, so you know the exact cost before proceeding with any advice;
• We DO NOT accept Commissions, from our recommended products or services
PECUNIA Private Wealth Management provides these services to clients throughout the Eastern States of Australia, from Queensland right through to Tasmania and whilst also having a number of expat clients located overseas. Through the use of technology and with regular visitations all of these clients enjoy continued full access to Michael and the PECUNIA Private Wealth Management team.
Michael has completed the Diploma of Financial Planning, Masters of Applied Finance, is a Member of the Association of Financial Advisers (AFA), is a SMSF Association and is currently undertaking further post graduate studies.
We exist to provide personalised “Inspired Strategic Thinking Today For Your Future Tomorrows”.
Michael Carlton (AR: 239724) Carlton Family Trust ABN 51 283 954 577 t/a PECUNIA Private Wealth Management (CAR:1233485), are Authorised Representatives of Arrow Securities Group Pty Ltd ABN 30 165 731 144 AFSL No: 448218. Mascar Holdings Pty Ltd (Corporate Trustee) Carlton Family Trust registered Tax (Financial) Adviser 25869223.
Contact Us
Relevant Articles...
Winter means the end of the financial year!
Next week marks the start of winter and also the last month of what has surely been the most bizarre financial year in history. June 30 is a deadline for a whole range of things, so in this article we want to remind you of some of them. As the weather has gotten colder, why not make yourself a nice warm drink and read on.
Commonwealth Stimulus, Phase Two
Last week, we discussed the stimulus package that had been announced but not yet passed through Parliament. As we forecast, the Commonwealth Government then announced a second round of stimulus measures. Both packages were passed by Federal Parliament earlier this week.
A Time for Stimulation
Next week, the Commonwealth Parliament is expected to pass an emergency $17.6 billion stimulus package. The package is designed to boost the Australian economy – a boost that is needed due to the current and expected future impact of the Coronavirus. This article discusses the stimulus package.
Why is Capital Gains Tax the ‘Happy Tax’?
What would you think if we told you that there is a special type of tax that people are always happy to pay? Would you think we had dropped the ball? You shouldn’t. Read on…