What Our Clients Think
“David and the team at Doctors Wealth are professional and reliable. They deliver trustworthy advice with our best interests in mind. I would highly recommend David and the team without hesitation” – Dr Graham Langerak
“I have been very happy with the service. On a scale of 1 – 5, I rate it a 5. I ‘m very happy with service provided. The offer for new interns is of great value and the staff very prefossional and competent.” – Dr Elizabeth Hayem
“I have found Doctor’s Wealth to be an excellent resource during my intern year and David is always available to provide fantastic advice in both a relaxed and professional manner. They have undoubtedly saved me a formidable amount of time and money. I wouldn’t hesitate in recommending Doctor’s Wealth to my friends and colleagues” – Dr Christopher Cameron
“The service has been excellent. Having remserv set up and ready to go to start the year meant I was able to maximise benefit. Easily contactable and have always received prompt replies to requests for information. I would definitely recommend to anyone starting out next year, or anyone looking for financial advice.” – Dr Alistair Don
“I have nothing but the highest of praise for the work you have done for Brendan and I. At the beginning of this year, I had thought that I would only use a financial adviser as a one-off service to set up and address the new financial circumstances that come with being a full-time doctor — but I have found the work you do so helpful, so efficient and so financially beneficial that I will definitely continue to work with you and the Doctors Wealth on a permanent basis. With all of the services you have provided and money you have saved me by guiding my investments and salary packaging, the annual fee has paid for itself many times over.
One of the many things I like about the service you provide is that you help me understand the number of different ways of intelligently managing my income. You explain things simply but comprehensively – in a way that someone like me, who is rather “financially naive” can understand and appreciate. Your advice and service has helped me completely eliminate the debt I had accumulated in med school and has set me on the right path to plan and save for our first home. You have helped me get the most out of my income through salary sacraficing and you set up income protection for me which gives me enormous peace of mind.
But what I most appreciate about all the work you do for Brendan and I is the efficient and professional manner in which it is always executed. I’ve grown to trust that you will handle a wide spectrum of our financial matters with expertise, honesty and with our best interest in mind. I really value your integrity. Every time we meet, tasks are organised quickly and unintrusively. This has taken a lot of pressure off me, particularly during the busy terms of internship.
The liklihood of referring your services to other junior doctors is 100% – without hesitation, without a doubt.” - Dr Diana Perez-Smith