Since the Covid-19 pandemic erupted, we have become more focused on our health and wellbeing. But what about our financial health and wellbeing? How can we ensure we are prepared for the next emergency when it comes?
Financial wellbeing is about more than investments; it also includes cash flow, debt management, risk management and perhaps most importantly, acquiring knowledge and confidence that we have plans in place to deal with contingencies and complexity.
Below we have listed some articles that shine a light on this aspect of our wellbeing that we often overlook, and why it makes sense to seek professional help.
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.