All of our young medical and dental clients aspire to financial freedom in their 50’s, which basically means that
- you have repaid your home loan and other bad debts,
- you have funds to support your children’s education,
- you have accumulated a good amount of investments that will continue to grow, and
- you no longer have that pressure of having to work full-time and be stressed about having to make up insufficient retirement savings.
It doesn’t mean that you will retire early, it just means that you will have better lifestyle options.
In this video from the Medico CFO suite of videos, I talk about what options you may have later in life to transition into other professional areas.
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 firstname.lastname@example.org 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.