What Doctors Wealth does

Doctors Wealth is a privately held Australian financial services firm that delivers financial planning, retirement planning, tax and accounting, medical practice management, bookkeeping and payroll, and home loans/lending exclusively to doctors, medical specialists, and their families. It operates from a single Brisbane (Herston, QLD) office and serves clients Australia-wide and overseas through in-person and online consultations. The firm is structured across three proprietary limited entities — Doctors Wealth Pty Ltd (financial planning), AD & Co Pty Ltd trading as Doctors Wealth Accounting (tax and accounting), and Doctors Wealth Property Services Pty Ltd (credit/lending) — with licensed activities conducted as an Authorised Representative of Consultum Financial Advisers Pty Ltd and as a Credit Representative of QED Credit Services Pty Ltd.

The service offering is delivered as an in-house, multi-disciplinary advice model rather than a technology platform: qualified accountants, financial planners, mortgage brokers, and bookkeepers work together on each client engagement. Financial planning fees are flat dollar-based and structured to be tax-effective; tax and accounting are charged as professional services fees; lending produces transaction commissions, including access to specialist doctor products such as 5% deposit home loans without Lenders Mortgage Insurance and VIP banking services; bookkeeping and payroll are recurring engagements (BAS/GST, Single Touch Payroll, superannuation lodgements) run on Xero cloud accounting software. There is no proprietary technology product, no mobile or web application, and no API offering.

The go-to-market is sales-led and relies on referrals from existing doctor clients, professional networks, and an educational content/blog channel rather than paid acquisition. The customer base is a long-tail of individual medical practitioners (GPs, specialists, surgeons, radiologists) and their families, with practice owners as a secondary segment. The company is a small partnership-style firm with 1–10 employees and no publicly disclosed revenue, funding, or headcount trend.

Name

Doctors Wealth

Legal name

Doctors Wealth Pty Ltd

Website

https://doctorswealth.com.au

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Doctors Wealth is a private Australian financial services firm that provides integrated financial planning, tax, accounting, lending, and practice management exclusively to doctors, medical specialists, and their families across Australia.

Ownership category

akta.pro rank

Product category

Physician financial services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Physician wealth management
• Financial planning services
• Tax and accounting services
• Medical practice management
• Mortgage lending services

Headquarters

HQ city

Herston

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Financial Planning Fees: Flat dollar-based financial planning fees structured to be transparent and tax-effective for clients. Evidence-based investment methodologies.
2. Bookkeeping and Payroll Services: Bookkeeping, payroll processing, compliance and administration services for medical practices including BAS/GST, Single Touch Payroll, superannuation lodgements
3. Mortgage and Lending Services: Home and investment property loans for doctors with access to exclusive lending offers, 5% deposit without LMI, and VIP banking services
4. Tax and Accounting Services: Tax return preparation, financial accounts, and business advisory services for doctors and medical practices

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Doctors Wealth is a multi-disciplinary professional-services firm for doctors, medical professionals, and their families. It provides integrated financial and retirement planning, wealth protection, investment advice, tax and accounting, bookkeeping and payroll, medical practice management, and home and investment-property lending. Services are delivered through a Brisbane office and online or virtual consultations, with the firm operating as an authorised representative of Consultum Financial Advisers Pty Ltd.

Product overview

Doctors Wealth is a multi-disciplinary financial services firm offering an integrated suite of services exclusively for doctors and their families. The core offering comprises Financial Planning for Doctors, Retirement Planning, Tax & Accounting, Medical Practice Management, Bookkeeping & Payroll, and Home Loans & Lending services. All services are delivered in-house through a coordinated approach where financial planning, tax, accounting, and lending advice work together to serve the unique needs of medical professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning for Doctors Financial planning services tailored for medical professionals, covering wealth protection, growth strategies, and financial freedom planning. Designed for doctors seeking integrated personal financial advice that accounts for medical career progression.
• Retirement Planning for Doctors Retirement planning services for doctors focused on long-term financial security and superannuation strategies. Supports doctors across career stages to plan for retirement with strategies tailored to medical professionals.
• Tax & Accounting for Doctors Tax return preparation, financial accounts, and taxation advice for doctors and medical practices. Supports compliance and tax-effective structuring for individual practitioners and practice entities.
• Medical Practice Management Business management and advisory services for medical practices, covering practice establishment, growth, and succession planning. Designed for doctors owning or starting medical practices.
• Bookkeeping & Payroll for Doctors Bookkeeping, data entry, reconciliations, BAS/GST preparation, payroll processing, and Single Touch Payroll filing for doctors and medical practices. Outsourced administration delivered via cloud-based accounting integration.
• Home Loans & Lending for Doctors Home loans, investment-property loans, and refinancing for doctors, with specialized lending benefits including access to a 5% deposit without Lenders Mortgage Insurance. Offered through a credit representative under an Australian Credit Licence.

Quantifiable outcome

• Doctors can access home loans with only 5% deposit without paying Lender's Mortgage Insurance
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• Medical Charities (Supporting our medical community)minorOthersDoctors Wealth supports medical charities as part of their community giving initiative. They support charities that care for patients and the health of the community, demonstrating commitment to the broader medical community beyond their client services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Medfin: Australian financial services provider exclusively for doctors and medical professionals, offering tailored lending, finance, and wealth solutions. Closely comparable vertical focus and product overlap with Doctors Wealth, particularly in lending.
• Specialist Wealth Group: Australian financial advisory firm specialising in professionals, including doctors, dentists, and specialists. Directly comparable in vertical-niche financial planning and integrated wealth advice.
• Lifespan Financial Planning: Australian fee-for-service financial planning firm offering advice to professionals and high-income individuals. Comparable in fee structure transparency and evidence-based investment methodology.
• Infocus Wealth Management: Australian advisory firm specialising in accounting and wealth management for SMEs and professionals. Comparable integrated accounting-plus-financial-advice model for high-income professional clients.

Broad incumbents

• BOQ Specialist: Division of Bank of Queensland dedicated to medical, dental, and veterinary professionals, offering banking, lending, and wealth services. Comparable in serving doctor-specific financial needs but operates as a licensed bank rather than an independent advisory firm.
• Fitzpatricks Private Wealth: Established Australian private wealth advisory offering financial planning and investment services to professionals and business owners. Comparable advisory model but broader client base and larger scale.
• Shadforth Financial Group: Large Australian financial advisory firm offering wealth management, superannuation, and retirement planning to professionals. Overlapping service offering but broader client base and institutional scale.
• Count Financial: Australian accounting and financial advice network with a national footprint. Comparable integrated tax, accounting, and financial planning offering but operating as a large licensee network rather than vertical specialist.
• Capstone Financial Planning: Large Australian financial advice licensee supporting a national network of advisers. Comparable fee-for-service advice model but operates at significantly larger scale with broader client base.

Emerging players

• Medipay: Australian fintech offering tailored finance and lending products to medical professionals. Comparable in doctor-vertical focus but specialised in lending rather than full wealth advisory.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/doctors-wealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Doctors Wealth