Doctors Wealth Management

Financial advice as free from self-interest as you are

Doctors Wealth Management is part of Avant, the mutual owned by doctors for more than 125 years.

As a mutual that’s owned by doctors, for doctors, Avant is constantly looking for ways we can benefit our members, and other doctors and their families.

It concerned us that while doctors acknowledge the need for professional financial advice and planning, many are distrustful of the financial advice industry. An ASIC study1 released in August 2019 showed that the problem is widespread. It found that 41% of Australians intend to get financial advice, but many would not ultimately proceed because they do not trust the industry.

We decided to develop a comprehensive financial advice service for doctors and their families that would engender the same degree of trust Avant has built up over the past 125 years.

Over 50% of Australian doctors trust Avant with their professional reputation. Now, you can trust us to look after your financial wellbeing too.

Find out more at avant.org.au/doctorswealthmanagement

1Australian Securities & Investments Commission. Financial advice: What consumers really think. REPORT 627. ASIC, 2019.

Important disclaimer: The material contained in this publication is of general nature only. It is not, nor is intended to be legal, accounting, tax or financial advice. Doctors Financial Services Pty Ltd (DFS) and its related entities have not considered your individual objectives, financial situation and needs in providing this information. If you wish to take any action based on the content of this publication we recommend that you seek appropriate professional advice. While we endeavour to ensure that this information is as current as possible at the time of publication, we take no responsibility for matters arising from changed circumstances, information or material. DFS and its related entities will not be liable for any loss or damage, however caused (including through negligence), that may be directly or indirectly suffered by you or anyone else in connection with the use of information provided. Doctors Wealth Management is a registered business name of Doctors Financial Services Pty Ltd ABN 56 610 510 328, AFSL 487758. Doctors Wealth Management Financial Advisers are Authorised Representatives of DFS.

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