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Wealthmed Australia - Financial Advice for Doctors

Wealthmed Australia - Financial Advice for Doctors

4.8(12 reviews)See reviews ↓·Sunshine Coast

What customers say

Based on genuine customer reviews

Tailored guidance for medical professionals recurs throughout the feedback, with clients describing advice shaped around the specific circumstances of doctors rather than generic products. Named staff including Rory O'Neill, Todd Clarke, Hayden and Michael draw consistent praise for listening carefully before advising clearly, and for an approachable manner that avoids pressure. An aspect raised across a number of reviews is the breadth of assistance, covering tax preparation, retirement planning, property investment and finance broking, which doctors say eases the load of a demanding career.

A number of reviews mention thorough reviews of loans and opportunities, transparent communication before and after engagements, and follow-up support that remained strong once the initial work was done. Clients note that the guidance helped them understand their earning potential and secure suitable lending outcomes, while swift, efficient and accurate work features in many accounts. One long-standing client records that a disability insurance claim lodged decades after the policy was arranged was handled with unexpected help. The team's familiarity with the medical profession and its financial pressures, together with its friendly and dedicated manner, runs through the experiences described.

Business management consultantFinance brokerInvestment serviceProperty investment companyReal estate consultantTax preparation service

Reviews

Reviews are taken from publicly available sources.

SP
Stephen Priestley19 April 2026

We have always had a very positive interaction with Todd Clarke and his team. Thorough review of loans and opportunities and always tailored to our specific needs which is a key ingredient

BT
Brisbane Translation13 April 2026
AS
Ameneh Shoaleh5 November 2025

Swift, efficient, accurate and the best financial advice. I’d consulted with a few brokers prior to Hayden at Wealthmed. I’m glad I kept looking until I received a recommendation from my friend to check our Wealthmed. From the beginning the advice was great - tailored to my specific situation as a GP, not pushy, transparent, friendly and I ended up with the highest manageable lending power. The aftercare was great and overall I’m really happy with the service I received as a first home buyer. I would definitely come back to Wealthmed for any future advice. Thank you!

NV
Naomi Vaotuua1 July 2025
JL
Jeremy Long2 June 2025

Rory O'Neill and Team are professional, understand the environment and our needs. Listen and then advise clearly. We are pleased with their service.

JY
Jessica Yabsley14 February 2025

Wealthmed have been wonderful to work with. We are very happy with their services and support!

HE
Holly Evans30 January 2025

From my initial arrival in Australia, Wealthmed have been pivotal in streamlining my financial workload, and have also helped me develop an enhanced understanding of my earning potential. From simple tax, to retirement planning, to property investment the team is knowledgeable and dedicated to providing a great client experience with very satisfactory financial outcomes! They’re also flexible in communication, and understanding of the busy/chaotic lifestyles of healthcare professionals which is unique in this sphere! Thanks so much!

Financial advisers & planners in Sunshine Coast compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.

RankProviderRatingReviewsOpen Sat.
1MB Financial Group★ 5,0195No
2Elements Financial Planning★ 5,041No
3Jasper Financial★ 5,039No
4Direct Wealth - Financial Advisor Sunshine Coast★ 5,026No
5Client Focused Financial Planning★ 5,024No
10Wealthmed Australia - Financial Advice for Doctors (this page)★ 4,812No
Contact
+611300887137www.wealthmed.com.au11 Eccles Boulevard Cnr Florey Blvd &, Shine Ct, Birtinya QLD 4575
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed