The start of a new year is always a good time to review your super. After all, very likely it will form the cornerstone of your retirement income. Below I have provided some useful resources you may wish to consider. 2 very simple, yet incredibly powerful ways to boost your super Superannuation video course Why doctors and dentists should not … Read More
In this video I explain why clients seek our advice and how we have tailored our service to what you undoubtedly are also looking for. Please contact us if you would like to book your free consultation.
The number one reason why medical and dental professionals work with us, is to seize control of their cash flow and make financial progress. They, like you perhaps, realise, that there is a tremendous opportunity cost in wasting time and money when you are young. If you want to be financially independent by your mid-50’s (i.e. being able to choose … Read More
Time is running out to put in place a current-style income protection policy, and we have been getting numerous enquiries from doctors and dentists wanting to do just that before March 2020. This is in response to newspaper articles about the upcoming changes to income protection policies. In response to ongoing heavy losses in respect of individual disability income insurance … Read More
The team at Affluence Private Wealth would like to thank you for engaging with us and our weekly content in 2019. We want to take this opportunity to wish you all the best for the holidays and the new year. We will be back in 2020, and if you would like us to cover anything in particular, please feel free … Read More
In this brief video I explain how we help our clients with our specialist medical/dental financial advice process. If you are interested in finding out more, please contact us for a free consultation.
There is a clear movement, in particular with the younger generations, towards ethical and sustainable investment. In essence it means that you apply a ‘filter’ to your investments. This filter can be positive, i.e. you seek to invest in companies that demonstrate sustainable management practices and environmental policies. The filter can also be negative: you avoid investment in tobacco companies … Read More