Affluence Private Wealth is proud to announce that our Principal, Yves Schoof, has been shortlisted as a finalist for two ifa Excellence Awards categories in 2019, in the categories of Client Servicing Individual of the Year and Goals-Based Adviser of the Year.
Yves continually strives to offer the very best in financial advice and client services, and these awards are a true reflection of his hard work and dedication to his clients and the finance industry.
Celebrating its sixth year, the ifa Excellence Awards is the pinnacle event for the nation’s independent financial advice sector, recognising the outstanding success of Australia’s independent and non-aligned advice community, including advisers, licensees, support staff and practices.
We look forward to the announcement of the award winners in September and wish the best of luck to all the other finalists!
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 email@example.com 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.
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.
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