Affluence Private Wealth is proud to announce that our Principal, Yves Schoof, has been shortlisted as a finalist for two ifa Excellence Awards categories in 2019, in the categories of Client Servicing Individual of the Year and Goals-Based Adviser of the Year. Yves continually strives to offer the very best in financial advice and client services, and these awards are … Read More
Let’s face it, as a doctor or dentist you do not have the time to actively manage your finances. Even with the best intentions, you will fail to follow through after a while, if your money management requires active intervention and implementation. That is why for our clients, we set up automatic ongoing debt repayment and savings/investment plans. This could … Read More
In this week’s infographic we explore the considerations you need to make when deciding whether to start or buy a practice. Both Mitchell Walmsley from Affluence Chartered Accountants as myself have a wealth of practical experience in assisting our medical and dental clients with these projects. Please contact us if you would like to discuss.
We have been assisting various medical clients following the sale of their medical practice, often involving multiple millions of dollars. Below I have outlined the considerations that we go through in developing a personalised plan. Debt repayment It makes sense to repay non-deductible debt (such as your home mortgage),as this provides a risk-free return that is quite attractive on … Read More
Despite a withdrawal of many lenders from the SMSF lending market, we have seen a high number of transactions in this area with our clients recently. All of them involved the purchase/transfer of medical and dental rooms. For doctors and dentists, very generous lending products still exist, if you work with the right medical finance specialist. At Affluence we have … Read More
P.S. Whenever you are ready, here are 4 ways I can help you optimise your finances: 1) Grab a free ebook HERE or let me know if you wanted a copy of Your Financial Health Matters posted out to you. 2) Subscribe to our newsletter or follow me on LinkedIn to receive regular relevant content. 3) Take the 2-minute Health … Read More