Financial Planning
Wealth Management for Medical Professionals
As a medical professional, your financial life is often more complex than most. Irregular income flows, private practice structures, medico-legal risk exposure, and limited time to manage investments all require a specialised approach.
Our goal is to help you build, protect and transition your wealth through a customised portfolio strategy — while allowing you to focus on your patients and your practice.
Before we recommend anything, we take the time to understand who you are, how you practise, and where you want your career and wealth to take you.
What We Offer Medical Professionals
- Investment Management & Financial Planning
Customised portfolios designed to build and protect wealth, diversified across asset classes and structured to complement your professional income.
- Managed Account Solutions
Access to actively managed portfolios designed for transparency, efficiency and streamlined administration — ideal for time-poor practitioners.
- Fixed Interest & Cash Management
Strategic cash solutions to help manage surplus practice income, tax provisioning and capital reserves.
- Access to Capital Markets Opportunities
Eligible clients may access selected IPOs, placements and new share issues, with structured support throughout the process.
- International Trading
For practitioners seeking global diversification, we provide access to major international markets with competitive FX pricing.
- Local Expertise, Global Perspective
Through our broader research network, clients benefit from institutional-grade research and global market insights.
What We Offer Medical Professionals
Investment Management & Financial Planning
Customised portfolios designed to build and protect wealth, diversified across asset classes and structured to complement your professional income.
Managed Account Solutions
Access to actively managed portfolios designed for transparency, efficiency and streamlined administration - ideal for time-poor practitioners.
Fixed Interest & Cash Management
Strategic cash solutions to help manage surplus practice income, tax provisioning and capital reserves.
Access to Capital Markets Opportunities
Eligible clients may access selected IPOs, placements and new share issues, with structured support throughout the process.
International Trading
For practitioners seeking global diversification, we provide access to major international markets with competitive FX pricing.
Local Expertise, Global Perspective
Through our broader research network, clients benefit from institutional-grade research and global market insights.
our approach
How we work with You
A structured process build around your career stage and goals.
01.
Understand
Your career, income structure, and professional risk
02.
Advise
Tax-aware strategy aligned to your medical career
03.
Explore
Super, insurance, estate and retirement planning
04.
Collaborate
Ongoing portfolio monitoring and rebalancing
05.
Review
Regular reviews as your career evolves
FINANCIAL PLANNING SERVICES
A plan for tomorrow helps you enjoy today
Beyond investment management, we provide comprehensive financial
planning across every aspect of your financial life.
your adviser
Meet your financial planner Powered by
Experienced, Accredited Advisers Dedicated to Your Financial Confidence.
Daniel O'Connel
Wealth Adviser
With expertise in strategic financial advice, Daniel is dedicated to helping clients achieve their financial goals and objectives. He takes a holistic approach, considering each client’s broader circumstances to develop tax-efficient wealth management strategies.
Daniel has a deep understanding of retirement planning and superannuation, helping clients maximise their wealth in the lead-up to and early stages of retirement.
He also has a unique focus on working with farming families, facilitating effective retirement and estate planning. His tailored insights and practical advice make him an invaluable partner in navigating the complexities of intergenerational wealth transfer.
Daniel O’Connell can advise on the following product areas:
- Deposit and Payment Products
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility
- Daniel is accredited to provide tax (financial) advice
Ready to build your financial roadmap?
Speak with a wealth adviser who understands the medical profession.
Our Process
01. Understand
Your medical career stage, wealth objectives and risk tolerance.
02. Advise
On an appropriate, tax-aware investment strategy.
03. Explore
Opportunities to strengthen your broader financial structure.
04. Collaborate
On ongoing management of your investment portfolio.
05. Review
Your strategy as your circumstances and career evolve.
Apply for a Residential Loan Today!
At MyDrWealth, we make securing a home loan simple and stress-free for medical professionals. Whether you’re a first-time buyer, an investor, or looking to refinance we have the right mortgage solution for you.
Contact Info
Phone Number
Physical Address
209 Lang Street, Kurri Kurri NSW 2327