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Financial Services

Financial Services


Wealth Doctors Property Group is independently owned and run by a national network of accountants. What does this mean for you? This means that not only do we have high levels of professional standards that we abide by to ensure your property purchase works to your financial advantage and long-term goals, but we can help you with more than just property. When you work with Wealth Doctors Property Group, you also get full access to the wide range of services from our Wealth Doctors Financial Services Division and our Accounting First Taxation Agents network. Our national network of accountants have been helping Australians reduce tax for over 25 years and can help you too with the full range of accounting and taxation services including:
  • Business Services: Business/Company Tax, BAS, GST, Trusts, Partnerships, Small Business Accounting, Start Up Advice, Tax-Effective Business Structures, Self-Managed Superannuation Funds (SMSFs), Leasing, Insurance, Consulting & more.
  • Individual Services: Tax Returns, Backlog of Tax Returns, Estate Planning, Investment Property Tax Returns, Trust Tax Returns & more.
Plus, with our financial service division you can receive assistance and support with:
  • Wealth Creation: Savings Plans, Cash Management Trusts (CMTs), Term Deposits, Managed Funds, Shares, Securities, Gearing, Financial and Wealth Strategy Plans, Ongoing Reviews/Advice, Tax minimisation strategies that help build wealth & more.
  • Wealth Protection: Life, Total and Permanent Disablement (TPD) and Trauma, Estate and Succession Planning & more.
  • Retirement Planning: Superannuation, Self Managed Super Funds (SMSFs), Income Streams eg Allocated Pensions & more.
  • Lending: Residential and commercial loans, Investment Loans, Refinancing, Equipment Finance & more
So when you work with us, you can be confident. Confident that we not only understand property, but that we are supported by a team of accountants and financial specialists that can help you not only make the most of property, but make the most of your financial future too. If you’re ready to find the right property for you, AND want to receive unlimited access to FREE Wealth Doctors Property Club resources to help you pay off your home sooner, invest in property PLUS receive EXCLUSIVE PREVIEWS of new listings and much more, sign up to our WD Property Club today FREE!

SIGN UP FREE NOW for unlimited access to our property resources, exclusive previews of new listings and much more!