WE-04

William Ezzy

B.Comm, MAppFin, CFP®
Principal – Private Wealth | Melbourne Office

Will joined DPM in 2016. More than 14 years’ experience in the Financial Services industry has allowed him to work closely with a varied client base. Will specialises in developing long term wealth management plans, tailoring ongoing strategies to ensure his clients are in the best financial position to achieve their goals.

Please note new clients are assigned consultants based on an assessment of needs and availability.  

  • Investments for Doctors: The importance of personal financial advice

    ‘Buy this investment’ said John over a conversation in theatre ‘Compare your credit cards’ advised your colleague in the coffee line ‘Establish these bank accounts’ said your husband’s cousin at the last family gathering ‘Save your income’ said Jen, over a random chat about a patient ‘Review your interest rates’ shouted Jorge during last Saturday’s […]

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  • The First Home Super Saver Scheme – what you need to know

    The First Home Super Saver Scheme (FHSSS) passed parliament in 2017. Many first home buyers find the scheme confusing but it can be used effectively if you get the right advice. What is the scheme all about? According to the government, the First Home Super Saver Scheme (FHSSS) will help eligible Australians boost their savings […]

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  • A helping hand – 4 ways to help your children buy a home

    The cost of buying property continues to rise and a growing number of clients are seeking to help their children enter the property market. Those who are fortunate enough to have the financial means and foresight may find satisfaction in transferring wealth to their children during their own lifetime, and helping their family with a […]

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  • Choosing a Super Fund

    Choosing a superannuation fund is one of the most significant financial decisions you will make during the course of your working life. Your choice of fund can have a substantial impact on your super balance at retirement. On average, you will earn income on the super contributions you make, which will be reinvested and earn […]

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  • Buy Now Pay Later | The cost of convenience

    Buy Now Pay Later was a Whitlams song in the late 1990’s about the emotional absence of a friend and bandmate due to drug use (ultimately leading to his untimely early demise). Fast forward 20 years – and while the theme is not as dark – the title is still relevant for the burgeoning growth […]

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  • Podcast | Ethical investing for doctors

    Ethical investing can mean different things to different people but put simply, ethical investing is about understanding the broad spectrum of various investment decisions that you can make that align to your beliefs and values as well as whether that fits into your overall financial goals.

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  • Podcast | Superannuation health

    Financial planner, Will Ezzy, talks to Dr Tash, host of The Fanny Mechanic, about all things Superannuation – around the importance of financial education when it comes to superannuation and understanding how your Super plays a part in your overall financial position.

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  • Buying rooms – what you need to know

    Buying medical consulting rooms (or a partial interest in consulting rooms) is a common strategy for many specialists as they build their Private Practice. The speciality, location and size of the medical group may influence the decision to invest in a real estate asset in conjunction with running a medical services business. You may have […]

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  • Downsize your home and boost retirement savings

    In the Federal Government’s 2017 Budget, a proposal was announced that is designed to encourage older Australians to free up housing stock and access equity in their home to help boost their retirement savings. About the downsizer contributions measures It may be available to you if you are 65 years or older (the typical cut […]

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  • Jumping at shadows | the hidden danger of reacting to speculation

    We live in a fast moving world. With the advent of modern technology, it’s easy to become overloaded with the volume of information and news available to you. This can cause you to worry about what this news might mean to you and your personal circumstances. More often that not, the news presented to you […]

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  • Concessional contributions ‘catch-up’ – what it all means?

    Superannuation contributions can be divided into two types: Concessional (before-tax) contributions – including employer Superannuation Guarantee Contributions (9.50% in FY19); and non-concessional (after-tax) contributions Each type of super contribution is subject to a contributions cap – a limit on the amount of contributions you can make in any one year. The current annual limit on […]

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  • The importance of Personal Financial advice when investing

    ‘Buy this investment’, ‘compare your credit cards’, ‘establish these bank accounts’, ‘save your income’ and ‘review your interest rates’…. free financial advice? sounds familiar? In this age of boundless information, we are witnessing a real effort amongst the general population to improve their financial knowledge. Television, print and social media are awash with information, ideas […]

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