There is no doubt that our medical and dental clients face many complexities in their daily lives, ranging from:
- Being self-employed
- Buying a home and paying down the mortgage in a reasonable timeframe
- Funding school fees
- Dealing with ageing parents
- Divorce and separation
- Preparing for retirement
Yes, a financial adviser provides investment advice, but 90% of the time, we assist our clients in navigating the complexities of life and providing non-emotionally charged 3rd party input.
Sometimes our clients just want to talk things through with someone, to make sure they are doing the right thing, that they are still on track with their financial plan.
An adviser carries a lot of responsibility with regards to the (financial) wellbeing of their clients, and so you should be really careful in choosing your trusted adviser.
Below are some articles that provide further insights into how an adviser can assist you and your family.
If you have any questions, or would like to explore working with us, please contact Yves Schoof at email@example.com or 0432 885 295.
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.