What does it take to achieve your financial goals?

Yves SchoofFinance

There are 4 main stages where we help you get closer to the achievement of your goals.

Dream
In the first two meetings, we will help you establish your personal values, and encourage you to dream. Most people have never taken the time to fully discover what is important to them, which often makes this an eye-opening and revealing exercise.

Believe
Through financial modelling we stress-test your goals, help you establish what is achievable, and what it will take to achieve your goals.

This process is invaluable as ‘seeing is believing’. The modelling output is very visual, which helps to crystallise your dreams into clearly defined targets.

Putting your goals in print also creates a sense of accountability.

Plan
Once we have a blueprint of what you would like your life to look like, we prepare your personalised plan.

This includes specific recommendations regarding tax planning, risk management and wealth creation strategies. We prefer simplicity over complexity.

Act
A plan is worthless unless it is acted upon. We will implement as much as we can on your behalf, and will hold you accountable for your own action plan.

Only consistent, disciplined action will get you closer to the achievement of your goals. We add significant value in this stage of the planning process.

If you feel like you are not making any financial progress and want to take control of your own financial destiny, please contact me on 08 9381 2704 to book an appointment.

Disclaimer:
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313. 

The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.

Yves Schoof
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Yves Schoof

Author | Specialist Adviser for Medical Specialists and Surgeons at Affluence Private Wealth
I specialise in managing and coordinating the financial affairs of medical professionals and have been recognised as one of the best financial planners in Australia. I am a Certified Financial Planner and member of the Financial Planning Association of Australia.

As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.

My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.

Please contact me on yves@affluenceprivate.com.au or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.

DISCLAIMER
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313. 

The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
Yves Schoof
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