Questions
What people ask before working with us
Straight answers about who we are, who we help, what it costs and how to begin.
What is MD Private Wealth?
MD Private Wealth is a financial planning practice in Lindfield, on Sydney's North Shore, led by Paul Yang, a Certified Financial Planner®. It is the trading name of The Money Doctor Private Wealth Pty Ltd and advises clients across Australia, online and in person in Sydney.
Who is Paul Yang?
Paul Yang is a Certified Financial Planner® (CFP®) with over a decade in financial services and more than 10,000 hours of client consultations. He teaches in the Master of Financial Planning program, is a Justice of the Peace and an NLP Practitioner, and is the author of The Money Doctor, The Money Script and the Self-Managed Super Fund Handbook, and of two books in Chinese, 松弛即财富 and 澳洲自营养老金完全手册.
Is MD Private Wealth licensed to give financial advice?
Yes. The Money Doctor Private Wealth Pty Ltd is a Corporate Authorised Representative (No. 001322900) of Lionsgate Financial Group Pty Limited, ABN 92 140 591 484, AFSL 342766. Paul Yang is an ASIC authorised representative, no. 1267742, and can be found under that number on ASIC's Financial Advisers Register.
Who does MD Private Wealth work with?
MD Private Wealth works with high-net-worth individuals, families and business owners who want to make clear, confident decisions about their investments, retirement, superannuation and the structures around their wealth.
What can MD Private Wealth help with?
Investment planning, retirement planning, self-managed super funds (SMSFs), personal and business insurance, business succession planning and cross-border investment considerations. The scope of each engagement is agreed with you, including where we work alongside your accountant, solicitor or other advisers.
Can I get financial advice in Chinese?
Yes. Paul Yang advises in English and Mandarin. This website has a full Chinese edition at mdprivate.com.au/zh, and two of his books are written in Chinese.
How much does financial advice cost at MD Private Wealth?
The 15-minute clarity call is complimentary. A one-hour strategic consultation is $660 including GST, and if you go on to a full financial plan (Statement of Advice), the $660 is credited in full towards it. The fee for a full plan is agreed with you before any work begins.
Do I have to meet in person?
No. Meetings are usually held online via Google Meet, so clients anywhere in Australia can work with MD Private Wealth. If you are in the Sydney area and would rather meet face to face, let us know in advance and we will arrange a place to meet.
Can you help me decide whether an SMSF is right for me?
Yes. Self-managed super funds are one of Paul Yang's specialities, and he is the author of the Self-Managed Super Fund Handbook. For most single questions, including whether an SMSF suits your current super balance, the one-hour consultation is enough; where several issues are interlinked, we will tell you in the session and explain what a full plan would cover.
How do I get started?
Book the complimentary 15-minute clarity call to see whether we are the right fit, or the one-hour strategic consultation if there is already a decision in front of you. You can also write to us through the contact page.
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