Financial Planning for Doctors and Medical Professionals

Maximise your resources with ANIG WM. 

At ANIG Wealth Management, we put your financial wellbeing first. Our authorised financial advisers provide financial planning services for medical professionals. We’ll help you plan, create a strategy and point you in the direction of the right investments. Get in touch today.

ATO Guide for 'Running a self-managed super fund'

Families Investing

Medical Professionals

Retirement Planners

SMSF Investors

Personal Injury

First-time Investors

Specialist Services Provided by our Authorised Representatives or Financial Advisers for medical professionals

An ANIG WM adviser can provide tailored family wealth solutions to help you structure your financial and lifestyle affairs with confidence and peace of mind.

Our specialist advisers can help you uncover key areas of importance, provide customised strategic solutions, review your situation, and transition you at every stage of your financial journey. We offer extensive market opportunities, tax management, insurance, wealth succession, and estate planning services.

We understand investors have different goals, and we provide tailored advice and strategies to help you achieve them.

Our team of specialist Superannuation and SMSF advisers look forward to finding out how we can help you with your superannuation and retirement planning needs. We provide extensive opportunities to invest in all major asset classes, tax management, insurance and estate planning services to ensure you are well-protected and your wealth is transferred to the next generation. 

Link to ‘Self-managed super fund quarterly statistical report – March 2019’

Our services for business owners and medical professionals are focused on connecting you to what you love and helping you turn that into wealth.

Our specialist advisers, SME and SMSF accredited advisors can help you balance your objectives with solutions to benefit your business, practice, yourself, and your family. We provide advice on tax planning, insurance, superannuation, investing, and wealth management, as well as helping you assess your eligibility for the Small Business Entity Concession if you’re looking to sell your practice or business.

Our Specialist Authorised Risk Advisers can offer financial advice and support to those who have suffered an injury and are due to receive compensation. Our team of advisers can help make the process easier by guiding lifestyle adjustments, home modifications, asset sales and more. We can also help you create a long-term wealth plan and manage cash flow, medical expenses, asset restructuring and retirement savings. Get in touch to find out how our advisers can help you.

At the end of March 2019, there were nearly 600,000 SMSFs in Australia, with 1,129,542 members and $697 billion in assets. Our SMSF specialist advisers can help you with tailored advice and investment solutions. We offer a full range of services, from asset allocation to acquiring a business or practice through an SMSF, SMSF property advice, and the administration of the vehicle to meet your trustee duties. For more information, refer to the ATO’s publications on SMSF.

ANIG WM is the home of professional Financial Planners and SMSF-accredited Advisers. With our personalised approach, you can trust that your financial future is in good hands.

Medical professionals have distinct financial needs. We can assist you in managing and planning your wealth with personalised, comprehensive advice that is tailored to you.

We offer a comprehensive range of financial advisory and wealth management services to help you achieve your financial goals. Our team of experienced professionals are committed to providing you with the best advice and guidance to ensure that you are compliant with all relevant regulations. We are dedicated to helping you stay up to date with the latest industry developments and providing you with the resources you need to succeed.
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