Wealthmed Australia

Name

Wealthmed Australia

Legal name

Wealthmed Australia Pty Ltd

Website

https://wealthmed.com.au

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Tax-Focused Wealth Management RIAs (FSAAACAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial planning services
• Wealth management advisory
• Medical accounting tax
• Insurance risk management
• Financial advisory firm

Headquarters

HQ city

Kawana Waters

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Financial Planning and Advisory Services: Holistic financial advice for medical professionals including wealth management, investment advice, insurance, and retirement planning. Revenue generated through advisory fees.
2. Accounting and Tax Services: Tax returns, BAS compliance, payroll management, and business advisory for medical professionals. Fixed-fee pricing model with structured packages for different client types (employed doctors, sole traders/locums, private practice owners).

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Wealthmed Australia provides specialised financial planning, wealth management, accounting, tax, and insurance advisory services exclusively to medical professionals (doctors) across Australia. Operating under the Wealthmed Financial Pty Ltd AFSL, the firm combines financial advice, accounting, and risk protection into an integrated advice model addressing the unique career and income trajectories of doctors from first placement through to fellowship and private practice ownership.

Product overview

Wealthmed Australia is a financial advisory firm exclusively serving medical professionals, operating under a Corporate Authorised Representative structure (No 444018) of Wealthmed Financial Pty Ltd (AFSL 318926). The core offering is the Wealthmed Integrated Advice Model—a proprietary holistic framework combining financial planning, wealth management, accounting, and insurance advisory into a single cohesive service. The product portfolio includes tailored financial planning for doctors (investment strategy, superannuation, retirement, asset protection), accounting and tax services (via Wealthmed Accounting Pty Ltd) segmented across three client groups—Employed Doctors, Sole Traders/Locum Doctors, and Private Practice Owners—and insurance/risk management products including income protection, life, TPD, and trauma cover. An eBook titled '5 Wealth Strategies' and a blog content hub supplement the advisory services. The firm differentiates through exclusive products and strategies available only to medical professionals, leveraging professional status for superior finance, home loan, and investment access.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning and Wealth Management for Doctors

Quantifiable outcome

• First consultation free of charge
• +1 more outcomes

Named customers5 records

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• Wishlist PartnershipminorGTM or Marketing PartnerPartnership with Wishlist organization, logo displayed on partners page. Wishlist appears to be a healthcare or medical professional organization.
• Wealthmed Financial Pty LtdcoreOthersParent company and licensee. Wealthmed Australia Pty Ltd is a Corporate Authorised Representative No 444018 of Wealthmed Financial Pty Ltd AFSL 318926 ABN 24 085 617 705.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Emerging players

• Robo-advisors in Australia (e.g., Spaceship, Six Park): Digital-first Australian investment platforms offering low-cost automated portfolio management. Emerging threat to traditional advisory firms like Wealthmed by providing commoditised, lower-fee investment access that may appeal to fee-sensitive younger doctors.

Direct peers

• Doctors Wealth Management: Australian wealth management firm targeting medical professionals, offering investment, superannuation, and insurance advice. Direct competitor with the same vertical focus and bundled product set.
• Harrison Accountants & Wealth Advisers: Australian accounting and wealth advisory firm with a strong medical and dental professional segment, offering integrated tax, superannuation, and investment advice. Closely aligned bundled model and customer profile.
• Profile Financial Advisers: Specialist Australian financial planning firm with a recognised medical professional client segment, offering wealth creation, risk, and tax strategies comparable to Wealthmed's bundled model.
• MedWealth (formerly MedWealth Pty Ltd): Wealth advisory practice dedicated to doctors and specialists in Australia, providing holistic financial planning and tax-aligned advice. Directly comparable in target market and service mix.
• Medfin (Medfin Financial Services): Australian finance and wealth advisory firm focused exclusively on medical professionals, offering tailored loans, equipment finance, and financial planning. Direct competitor serving the same niche with a similar specialist-to-doctor proposition.
• DPM Financial Group: Specialist financial advice firm for doctors and medical professionals in Australia, providing tax, superannuation, and wealth planning. Closely comparable operating model with vertical specialisation in the medical profession.

Broad incumbents

• Mazars Australia: International accounting and advisory firm with an Australian healthcare practice advising medical professionals on tax structuring, practice management, and wealth. Comparable in target customer but offers a much broader service portfolio.
• William Buck (Healthcare): National Australian accounting and advisory network serving healthcare professionals, including medical practitioners, with tax and business advisory. Comparable medical-vertical services but part of a broader generalist firm.
• Pitcher Partners (Medical Specialists): Large Australian accounting and advisory firm with a dedicated medical specialist practice that provides tax, business advisory, and wealth planning to doctors. Broad incumbent offering overlapping services to the same target market.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/wealthmed
• LinkedInau.linkedin.com/company/wealthmed
• Instagraminstagram.com/wealthmed
• Xx.com/wealthmed

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealthmed Australia