What Are Australian Doctors’ Principal Goals?

Yves SchoofFinance

Every year Macquarie conducts a survey of general practitioners and medical specialists across Australia, in partnership with the Business For Doctors network.

One of the key findings of the most recent report (Macquarie Healthcare business pulse check) was that 71% of respondents listed achieving financial security as the primary or secondary personal goal.

Equally important was growing personal wealth at a combined 70%.

The report further highlighted the 3 biggest personal challenges that stand in the way of achieving those personal goals:

  • Tax minimisation
  • Getting the most out of income
  • Balancing financial commitments

 

30% of respondents also listed accessing reliable financial advice as an issue of concern.

These findings are certainly not a surprise to us, as we have medical practitioners contacting us every day with these very same goals and challenges.

We have made it our mission to help medical professional like yourself achieve financial security sooner rather than later.

If you are interested in finding out more, please contact me directly on 0432 885 295 or Yves@affluenceprivate.com.au

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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