Working with accounting and financial planning experts who specialise in my industry makes a huge difference. They really understand my needs and goals. They have gone through all my finances and given me advice about how I can optimise my current situation. 

The DocWealth team knows what it takes for medical professionals to get their finances on track and set up a sustainable wealth plan.  Since they have been working with me they have helped me with my Life, TPD, Trauma and Income Protection policies. They have also assisted me in helping me build my property portfolio, they arranged all the finance and even helped me find a new tenant.

The DocWealth team took care of every detail for me, even taking care of my weekly invoicing of my patients.  This freed my office staff up to do more important medical administrative tasks.  It’s given me a lot more flexibility in terms of staffing and I know that I can rely on them to take care of every aspect of my finances for me. 

The DocWealth team are actively involved in the management of our two medical centres. They attend our monthly board meeting and take an active role in overseeing the day to day operations of our business. We really love working with them and the fresh insight they bring to our business. 

From our first appointment, Docwealth  got to work reviewing all of my tax returns, home loans, insurances, and rental properties.  With one month they had saved me $45,000 per annum in insurance premiums and loan repayments. They also found deductions that my previous accountant hadn’t even thought to claim. I was really impressed by how well they know the industry and the way that they got me operating more efficiently so quickly. 

Docwealth are great to work with.  They have been a big help to me.  They have been the holistic accounting solution that I have been looking for.