Testimonials

See What Our Clients Are Saying

We love hearing success stories from our clients. The following are just a few that might inspire you.

I am always happy to recommend Doctors Wealth, as you provide a comprehensive service which is of great benefit to people like myself who are time-poor.
You present well and are genuinely caring with a trustworthy demeanour – not to mention knowledgeable and efficient in what you do.
Your service and advice has always been excellent for my situation and your fee structure is reasonable.
It’s important for doctors to get their financial affairs in order and to protect themselves adequately. Hence, I’m always happy to refer my friends and colleagues who need this help or aren’t happy with their current arrangements to you. Thank you for looking after them too – Dr Peter Zheng, Radiologist

Your service is always efficient, friendly and informative.
We have always received the right information from anyone in your office.
We always get friendly service and feel that our business is in safe hands.
We trust you completely with our affairs – Leoni and Linda Walmsley, IVF Specialist

Excellent service.
Friendly and helpful staff who are quick to respond“ – Dr Yun Phua, Plastic Surgeon

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 found Doctors Wealth to be an excellent resource for doctors 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 Doctors Wealth to my friends and colleagues – Dr Christopher Cameron

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 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 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 sacrificing 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 unobtrusively. This has taken a lot of pressure off me, particularly during the busy terms of training. The likelihood of referring your services to other doctors is 100% – without hesitation, without a doubt. – Dr Diana Perez-Smith (Kennedy)

As always, you and your team have done an amazing job.
I have been with Doctor’s Wealth for almost a decade now. I am very grateful for their financial advice and they have saved me a great deal of time and money over the years.
On a side note, even without all the saving over the many years, I feel extremely lucky to have the team at Doctor’s Wealth looking after me. You are all kind and good people.
The team at Doctors Wealth have always provided sound and honest advice. I highly recommend them. – Dr Ming Chen

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