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      About Uschevron down

      Financing Life's Memories

      • Control Your Income
      • Establishing Retirement Income Streams
      • Inheritance Planning
      • Insurances For Asset And Lifestyle Protection
      • Put In Place Appropriate Estate Planning
      General Info

      DPM Financial Management focuses on assisting clients with the management of their financial affairs & planning for their future.

      The kids have grown up, so expenses should be going down, right? Maybe not, as the kids become teenagers, expenses seem to rise as their needs become more evolved. So how do you manage the increased expenses and control your debt while accumulating funds to allow you to live the retirement you dream of?

      DPM Financial Management can help you manage your family’s budget and cash flow, protect your assets and your family from financial hardship, help you to pay down debt faster while building wealth and plan a tax efficient inheritance.

      DPM says, Yes! With us on your side you can manage and protect your family’s cash flow and budget; save and invest for the future; minimise your tax and ensure you’re getting the most from Government benefits. We can show you how to manage and reduce your debt quickly and plan for education.

      Singles Couples Families Ready by 65 (Pre-Retirees) Retirees Aged Care

      Email
      Payment method
      cheque, eft, bpay, debit
      ABN
      40 609 727 915
      Ownership
      Locally Owned
      Service Notes
      Open Monday to Friday
      Free Estimates
      Yes
      Other Link
      Categories
      Financial Planning, Financial Planning Consultants
      Keywords
      Finance Services, Financial Consultants Near Me, Financial Management Services, Financial Planners In Hermit Park, SMSF Specialists In Hermit Park, Superannuation Funds Advice Nearby, Superannuation Planning, aged care planning, ayr, charters towers, early retirement, financial planning, home hill, ingham, retirement, retirement advice, retirement planning, retirementplanning, smsf, superannuation, townsville superannuation, wealth creation
      FAQschevron down

      What is a rollover?

      A rollover transfers your superannuation from one fund to another, optimising investment and retirement outcomes.


      As a client of DPM, do I have to use all the services?

      Absolutely not. We designed the DPM service offering based on our know-how of what medical professionals will need throughout their careers. The services work together as a fully integrated solution to give the best outcome, but they also stand alone as individual services tailored to your needs.


      Can my partner be a client if they are not in the medical profession?

      Absolutely. Managing your finances as well as your partner’s means we can provide a more complete service to both of you. The majority of our clients who are in a relationship opt to become clients as a couple or as a family. It’s more practical and allows us to help you plan more effectively for your future.


      What are annuities and how do they work?

      Annuities provide a steady income stream in retirement, offering financial stability by converting lump sums into regular payments.


      Does the free student tax return apply to only one financial year or can you complete any outstanding years?

      As long as you’re a medical school student, we can complete your tax returns for any and all prior years. And, no, we won’t charge you for that service.


      I’ve come across other companies offering similar services. Why should I choose DPM over others?

      Our advice philosophy centres on all we know of a medical professional’s journey – your journey. As a non-aligned business, DPM will give you the best advice for your personal situation, without pushing any specific product or affiliate company along the way. It ensures we always work in your best interest.


      What is the Student Loan and how can I apply?

      The Student Loan is available to final year medical students who have received their letter of offer for their internship year. Through the Young Doctors Package, students may be able to access up to $50,000 unsecured (subject to serviceability criteria) for a loan term of up to 5 years. To find out more about the Student Loan, get in touch with one of our DPM consultants to discuss your personal situation and whether the student loan could be suitable for you.


      How can I maximise my Centrelink benefits?

      We provide strategies to optimise Centrelink benefits, ensuring you receive the full entitlements available during retirement.


      Do you have many interstate clients? Can I make an appointment if I’m interstate?

      Yes, we do. And, yes, you can. It’s given with the medical profession that you’ll need to move around to take up opportunities. We currently have clients all over Australia and the world. To cater to this global client-base, all our meeting rooms are set up with web conferencing, ensuring we can give you our full attention, no matter where you are.