We help you understand the basics, get financially organised, and avoid financial mistakes.
We can help you with
INVESTMENT MANAGEMENT
We provide advice across all assets – cash, fixed interest, property and shares, and all classes of super.
We can help you with
AGED CARE + ESTATE
We help you plan for the future; estate, accommodation and succession planning.
Our Services
Wealthways is a specialist advice division of Wealthmed Australia
Financial Planning
Whether it’s about putting money aside so that you can work overseas, undertake a sabbatical, save for a home deposit, or invest in your own practice, the right financial strategies coupled with the right financial solutions will help you get there sooner.
Risk Insurance
Insurance is about protecting yourself and your family, or your business, from a loss from which you wouldn’t otherwise be able to financially recover. We help you to understand your options, and ensure you have the appropriate level of cover in place.
Business Management
When you run your own practice, no matter how well you set up or how efficiently your practice runs, you will spend a significant amount of time working on the business. Engaging a specialist advice firm will have a positive impact on your work life balance.
Property
We use property as part of our investment strategy – provided it suits your needs. We also understand that navigating the property market can be confusing, time-consuming and stressful, especially for busy people which is why we operate our own property division.
Finance
Our in-house mortgage broker has access to a wide panel of lenders and will help you select a lender suited to your needs. Our advisers will work with you to structure your debt in the most tax efficient way. We work for you, not a bank or an institution.
Tax + Accounting
Wealthmed accountants specialise only in the medical, dental and allied health professions which means we are well versed in the claims you are able to make and all the nuances of your industry to ensure the best outcome for you.
What our clients are saying about us
I have worked with Wealthmed for a number of years now. I know that I can trust them with my finances and that my future is in good hands. I can pick up the phone and chat to someone about anything I am considering and they are always available to me.
I really appreciate all the assistance the team at Wealthmed have given us with the purchase of all our properties. We’ve certainly come a long way since we met you all. Now it will be nice to take a break from property purchasing for a long while!
It is such a wonderful feeling to finally have my tax in line as well as one less debt. Really appreciate your help
You went above and beyond and have done a great job! Being able to contact you via email and Skype is handy. I felt like you know me well and I feel like a valued customer.
Our Planning Team
Meet Your Team
We are proudly focused on providing excellent advice, coupled with premium client service and developing our strong culture of respect and trust.
Natalie Martin-Booker
Certified Financial Planner™Qualifications
Certified Financial Planner™
Bachelor of Commerce and Management (Lincoln University, Christchurch 1998)
Diploma of Financ...
Linda Wedrat
Client Services OfficerLinda works closely with Natalie and has a strong background in financial services and has a wealth of knowledge and skills when it comes to preparation of clie...
We're a local team, here to help
we could be so good together!
Supporting our local community
Our Charity Partners
Wealthpro & Wealthmed have supported local Sunshine Coast Health Foundation, Wishlist since 2016 contributing over $150,000 towards funding research grants, equipment and services at our local hospitals. We value the services that support our clients, staff, family and friends.
More recently we have partnered with SunnyKids who provide thousands of nights accommodation to kids in need all over the Coast. This foundation is helping our young and underprivileged youth find better direction in their lives with the support of a fantastic organisation behind them.
What's the process?
How we work
Our role is to guide you through the challenges and opportunities of the modern financial world, presenting complex information in easy-to-understand ways so you feel confident in your decisions. Great advice outcomes require a team approach. Our practice is unique because our services exist under one roof including: tax & accounting, insurance & risk management, property investment, finance, and business management. This allows us to approach your overall wealth journey with a collaborative and holistic approach.
Stay Informed
View Our Latest Articles
We want to be a source of valuable information for our clients, especially when you are bombarded with information from many different sources and you just don’t know what’s applicable to you and what is not. We know you will find our valuable resources useful and informative.
Contact Us
Wealthpro HQ
We know you are busy professionals, and we try to accommodate all appointment requests. We even offer Skype appointments where needed.
Postal Address
PO Box 5666
Marcoochydore BC Qld 4558
Office Address
Ground Floor, 11 Eccles Blvd
Cnr Florey Blvd + Shine Court,
Birtinya Qld 4575
Wealthmed Australia Pty Ltd
Wealthpro is a specialist advice division of Wealthmed Australia Pty Ltd
ABN 61 164 523 120
Phone: 1300 887 137
