ABOUT US
Begin your journey to financial freedom today…
Specialist Wealth leverages unique knowledge and experience to provide financial planning, insurance, investment, superannuation, tax, and lending services exclusively to medical, dental, and veterinary professionals. We empower our clients to make informed decisions about their financial future.
years of combined
experiences
Financial
Freedom
OUR SERVICES
We offer a wide range of financial planning, lending and accounting products and services to meet the needs of medical professionals.
Financial Planning
Retirement planning, superannuation, life insurance and income protection, and investment advice to suit your personal and professional circumstances.
Lending
A wide range of unique finance and loan products designed to enable you to buy a home or investment property, open your own practice, or purchase personal or business assets.
Accounting
Comprehensive tax, salary and negative gearing advice and services to help you manage your income, assets, and business more effectively.
NEWS
Check out our latest news and blog posts
Get the latest news, blog posts and podcasts about financial services for the medical professionals, useful information about financial services products, and great tips and tricks to support your financial journey.
Testimonials
We're here to help you achieve your financial goals. Contact us today:
Phone:
1300 008 002
Email:
Address:
Unit 104, 28 Chandos Street, St Leonards NSW 2065