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For dentists, doctors and health professionals

You’ve built the wealth. What is it really for?

Most people never stop to test what their money could make possible. There are two ways to find out with me. Choose the one that fits how you like to work.

With Salena Kulkarni, Chartered Accountant and private investor

For dental practice owners01 The 90-Day Co-Pilot

Who’s looking at how it all fits together?

For dental practice owners who want someone independent looking across the practice, property, investments and the life they want. Think of me as your personal wealth CFO for 90 days.

A full day togetherWealthview built for you90 days of support Explore the Co-Pilot For any health professional02 The Wealth Picture

When could work become optional?

For health professionals, practice owners or not, who want to see where they stand and test their own what-ifs. Personal help to get started, then explore at your own pace.

Two sessions with me12 months of Wealthview$2,950 + GST Explore The Wealth Picture

As seen in

The Sydney Morning Herald, Money and Finance Magazine, Inside Small Business, Dental Business Mastery, Savvy Dentist, realestate.com.au, Mamamia, Bite Magazine, Ticker, Compare Club, InfoChoice, FeedSpot, By Wanless, Morning Lazziness

Which is right for me?

Do you want a thinking partner, or a clearer view?

Choose the Co-Pilot if

You want me in your corner.

  • You own a dental practice and want someone looking across your whole financial world.
  • You’re thinking about selling, exiting or working less.
  • You have several advisers, and no one looking at how it all fits.
  • You’d rather I build your Wealthview for you.
Private engagement, by conversation Explore the Co-Pilot

Choose The Wealth Picture if

You want to see it for yourself.

  • You want to know whether you’re closer to enough than you think.
  • You’re a dentist, doctor or allied health professional, practice owner or not.
  • You like a hand to get started, then your own pace.
  • You want to test your own what-ifs, whenever life changes.
$2,950 + GST for your first year Explore The Wealth Picture

Still not sure? Book a conversation and we’ll work it out together.

Where both paths begin

What if you’re closer to enough than you think?

Both paths use Wealthview, the model I use to bring your practice, property, investments and spending into one picture. Change an assumption and watch the picture respond.

  • What if I worked one day less?
  • What if I sold the practice?
  • What if markets fell the year I stopped?
Wealthview big picture plan for the Priya example, with sliders for work, spending and markets and a year-by-year chart of how life is paid for
The real Wealthview interface, shown with the Priya example: an illustrative household with fictional figures. Scenarios, not predictions.

In their words

Clarity changes what feels possible.

Working with Salena has given us so much more clarity. I can see the options available to us.
Dr DianneDentist and practice owner
Wealthview gives me the 60,000-foot view of my finances that I was missing.
Dr BarryDentist and practice owner
Working with Salena has helped me get clearer about my options and make more considered decisions.
Dr G ConnellDentist and practice owner
Salena Kulkarni in a navy dress, smiling in front of a colourful graffiti wall

About Salena

Hello, I’m Salena.

For more than 25 years I’ve looked at how people’s money really works: the business, the property, the investments and the life it’s all meant to pay for.

I won’t sell you an investment or tell you what to buy. I’ll help you ask better questions, see the trade-offs and make better use of what you’ve already built. And I run every session myself.

  • Chartered Accountant Accounting and business
  • Private investor Property and markets
  • 25+ years Working with business owners

Not sure where to start?

Book a conversation. We’ll talk about where you are, what you’re weighing up and which path fits.

Book a conversation Back to the two paths