Financial Advice For Doctors – Our Process

Yves SchoofFinance

financial advice for doctors

We have built a considerable expertise in providing financial advice for doctors. We work with doctors in their late 20’s and 70’s and any age in between. This gives us a particular insight in the different financial issues affecting you throughout your career.

We work with Surgeons, Specialists and GP’s as well as other healthcare professionals such as dentists and vets.

Our process to provide financial advice for doctors is comprehensive and process-driven. We take an in-depth look at all your financial circumstances, make strategic recommendations and implement, as well as direct (or work in conjunction with) other service providers.

Please refer to our infographic for further details on what you can expect and contact us to book your Free Strategy Session. We also provide a ‘second opinion’ service. Call 08 6160 5918 or email Yves@affluenceprivate.com.au.

We look forward to talking to you.

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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