About Us | Wealthmed Australia

Established in 2011, Wealthmed is a financial planning practice specializing in integrated advice for medical, dental, and allied health professionals.

Wealthmed opened it’s doors in January 2011 with a small dedicated team of three, providing guidance on financial planning, superannuation, investment choices, risk management, loan structuring and property investment. Today, our team has grown to 28 and we have expanded our services to “Everything Financial”.

Our team deals with professional complexity and financial challenges our clients face every day. We identify our client’s financial needs, and design strategies with our collective expertise to help our clients have the best life possible with the money they have while they are here. We know that the right financial guidance can set our clients up for life!

With decades of professional experience our team makes a real difference to the lives of our clients.

The Wealthmed Journey

The Principles

The principles behind what we do.

We’ve expanded that starting team of team three staff to a vibrant team of twenty-eight is reward for the belief in a few important things:

To bring together the best accountants, financial advisers and property specialists we could.
Ensure each and every person is dedicated to clients first and everything else a very distant second.
To tailor work on a case-by-case basis and make sure everything we do is integrated.
To make it about achieving clear goals and doing it for those we know how to help best.