Medical Professionals – GP’s Doctors Dentists Surgeons

Medical Professionals – GP’s Doctors Dentists Surgeons

Our preferred Financial Planner for Doctors, Dentists & surgeons

Shaun Ganguly CFP®*  

Certified Financial Planner  

Who, at 15 knew how to invest in their own super? I did. And my job at KFC was the  kicker. When other kids my age were saving up for the latest Nintendo I was busy figuring  out how to invest my KFC dollars and make more! My interest in finance was further  enhanced when I went on to study Finance and Economics at Monash University,  graduating at the height of the financial crisis in 2008.  

But rather than jumping straight into Financial practice I fostered my national pride and  joined the army, successfully undertaking operations and intelligence in a variety of  settings as well as spending significant time helping army colleagues understand the  importance of managing their finances and wealth early on. It was hugely rewarding.  

Journey Wealth is run with the same culture of trust and integrity developed through my  years in the army. Communication is important to me. Family is important to me. I’m still  actively involved in the Army Reserves and most recently offered my services to the  Victoria Bushfires of 2020.  

How I work:  

I like to spend quality time with you to personally work out how best we can work together.  I consider your current situation, your career goals, dreams and most importantly, your  values around money.  

It’s my job to support your financial journey with practical advice that gets results.  

I really care about our work together and am not interested in selling you financial products  you don’t need. I consider our partnership together a long term relationship and will meet  you in a value driven space of honestly, integrity.  

As a Certified Financial Planner, I finished number one nationally in Professionals and  Ethics. Looking after someone, knowing the right questions to ask and actively fulfilling the  CFP role is where I excel.  

Qualifications and Memberships:  

  • CFP® Designation, Financial Planning Association  
  • Bachelor of Commerce (Finance and Economics) – Monash University  ASX Accredited Listed Product Adviser  
  • Tax (Financial) Adviser, registered with the Tax Practitioners Board  Self Managed Super Funds certification  
  • Advanced Diploma of Financial Planning  
  • Diploma of Financial Planning  
  • Margin Lending and Geared Investments certification  
  • Accredited Aged Care Professional  

What makes Journey Wealth different?  

It isn’t just about planning your finances, it’s about delivering ‘financial planning’ advice and  direction in a way that makes sense given the importance of your vocation. Someone who  is able to work collaboratively with you over a long period of time and ensure you  understand each stage in your journey and how you can best maximise your financial 

future in the short and in long term. At Journey Wealth we pride ourselves on personal  relationships. We spend time getting to know you and your needs, tailoring our services to  suit you specifically.  

The Financial Welbeing Journey

At Journey Wealth we focus on four main pillars to overlay and understand the trajectory of  your career in medicine. These pillars explain significant personal and career progression  and enable Journey Wealth an opportunity to understand your needs effectively, and tailor  customised financial planning advice.

Why you belong with Journey Wealth

Journey Wealth specialises in Financial Planning for medical professionals. We  understand the value of your career. We understand it’s your life’s work and we  understand its ongoing vocational value to you, and to the greater community. Our  partnership together will ensure we take care of this precious asset in the short and in the  long term through a variety of service offerings. 

The Impact of COVID

Right now we know you’re on the front lines. We know that everyday you’re at work saving  lives, you risk contracting COVID 19 too. Have you thought about what life would be like if  you were unable to work? How would life look if you were struck down with a debilitating  illness that in effect prevented you from looking after those you love the most. We urge you  to consider the right insurances to ensure your career and your personal assets are  protected.

How I Work

I like to spend quality time with you to personally work out how best we can work together.  I consider your current situation, your career goals, dreams and most importantly, your  values around money. It’s my job to support your financial journey with practical advice that  gets results. 

I really care about our work together and am not interested in selling you financial products  you don’t need. I consider our partnership together a long term relationship and will meet  you in a value driven space of honestly, integrity.  

As a Certified Financial Planner, I finished number one nationally in Professionals and  Ethics. Looking after someone, knowing the right questions to ask and actively fulfilling the  CFP role is where I excel.  

Discover your journey to wealth today.  

Shaun Ganguly CFP®*  

Certified Financial Planner

Let us help connect you with the
BEST FINANCIAL PLANNER for your needs

Let Us Help Connect you with the Best Financial Planner for your needs.