Sure, when people find out you are a doctor or a dentist, they may add a ‘white coat tax’ to your quote, which also happens with certain post codes of course. The assumption is that you must be making good money, so you can afford to pay more!
However, more often than not, it is our own psyche or procrastination that leads us to paying too much for certain products or services.
We often see clients paying too much for their super, insurances and mortgages for example. Although I have to admit that some of these savings take a bit more time and effort to achieve – most people give up after a while, as it simply gets too hard. Yet, some of these savings can add up to 10’s or even 100’s of thousands of dollars.
The following article provides some insight into why we often fail to make the switch to a cheaper alternative.
Ultimately though, it is up to ourselves to take action and achieve some of these savings.
So where do you think you are paying too much?
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.