Wealthmed Australia Pty Ltd

Welcome to Wealthmed Australia Pty Ltd, located in the vibrant city of Birtinya on Shine Court. As a leading institution in accounting, establishment, finance, real estate agency, and a point of interest, we specialize in helping doctors transform their successful careers into rich and fulfilling lifestyles.

At Wealthmed Australia, we understand that medical professionals have unique financial needs and goals. That's why we offer five exclusive wealth strategies designed specifically for doctors. With decades of experience advising doctors at all career stages, we are well-versed in the unique opportunities available to medical professionals.

Our institution provides exclusive products and services for finance, car loans, insurance, home loans, and investments that are tailored to the specific needs of medical professionals. We believe in a holistic approach to wealth management, and our multidisciplinary team ensures that we thoroughly analyze your tax affairs from various angles.

We are passionate about helping you achieve financial independence sooner and ensuring that you have the greatest opportunity to achieve your short, medium, and long-term goals. Our team of qualified professionals, including Certified Financial Planners™, is dedicated to developing personalized strategic plans that align with your lifestyle goals and objectives.

Natalie, our experienced financial planner, brings a wealth of knowledge and expertise to the table. With 20 years of experience in the financial services industry, including working as a Financial Planner in the United Kingdom, Natalie is committed to providing comprehensive advice on cash flow and debt management, superannuation and retirement planning, wealth creation, asset protection, insurance and risk management strategies, estate planning, and aged care planning.

Michael Schnabel, another Certified Financial Planner™ on our team, joined Wealthmed in 2019 after merging his Sydney-based financial planning practice with us. With a career spanning over three decades, Michael applies his extensive coaching experience to financial planning, setting smaller goals to achieve bigger ones and keeping his clients accountable along the way.

At Wealthmed Australia, we prioritize our clients' needs and work with them over the long-term to ensure that their strategies are regularly reviewed and adjusted as their lifestyle situations change. We believe in maximizing the use of your resources and helping you enjoy life to the fullest.

To learn more about our services and how we can help you achieve your financial goals, please contact Natalie at natalie@wealthmed.com.au or call us at 1300 887 137. We look forward to assisting you on your journey to financial success.