Setting Goals For Your Private Practice

Yves SchoofBusiness

In this week’s infographic we share some business planning insights from my business partner, Mitchell Walmsley, Specialist Accountant for Doctors and Dentists at Affluence Private Wealth. You can contact Mitchell via Mitchell@affluenceca.com.au 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 … Read More

Medical Client Stories – Private Practice & Holistic Planning

Yves SchoofPrivate Practice

I thought it would be useful to share some client stories, so you can witness firsthand the types of outcomes we achieve for our clients. If you have any particular questions or would like to book a complimentary consultation, please contact me on 0432 885 295 or Yves@affluenceprivate.com.au P.S. Whenever you are ready, here are 4 ways I can help … Read More

Private Practice Planning – A New Resource For You

Yves SchoofPrivate Practice

We have established a new Facebook Medical and Dental Private Practice Group, to share our insights and experience in a protected environment, free from any sales pressures. You will be able to share thoughts, experiences and ideas or ask for feedback in a supportive peer-based environment. We would like to extend an invitation to all doctors and dentists looking to … Read More

Your Most Important Investment Decision

Yves SchoofBusiness

If you believe that timing the share market or picking the right shares are your most important investment decision, you are mistaken. Instead, your asset allocation, or how you construct your portfolio has by far the biggest impact on your portfolio performance. Studies dating back as far as 1986 highlight that asset allocation explains on average more than 90% of … Read More

How Doctors And Dentists Can Budget Effectively

Yves SchoofBusiness

In this video from the Medico CFO course I explain how you can budget more effectively: – we discuss how apps can help you micro-manage your expenses – we also discuss how setting goals can assist with streamlining and structuring your cash flow

Why Doctors And Dentists Need To Keep It Simple

Yves SchoofBusiness

One of our key rules when it comes to organising our clients’ financial affairs is: KEEP IT SIMPLE. There is no need to create even more complexity, as doctors and dentists typically already have complex lives. More complexity means extra costs and extra time commitments. More reliance on external advisers. Self managed super funds are the perfect example of extra … Read More

Kickstart Your Finances – Free Offer

Yves SchoofBusiness

Over the next 4 weeks I am offering 10 free ‘Kickstart Your Finances’ sessions. The process includes: –       A 30 minute digital consult to discuss your most pressing financial issues; –       An analysis of the 8 most important financial areas (including Tax Planning, Finance, Cash Flow) and how you score; –       A personalised Money Dashboard highlighting the areas you should action. If you … Read More

Purchasing A Dental Practice – Financial Planning Case Study

Yves SchoofPrivate Practice

Steve had seen my profile online and came to see me to help him build a property portfolio. He had already invested in two properties, and believed this was the best strategy to build wealth quickly. However, as I have seen with many other clients, this strategy has a lot of flaws. Unfortunately, it is still heavily recommended by prominent … Read More

ifa Excellence Awards For Financial Planning

Yves SchoofBusiness

Yves Schoof has been shortlisted as a finalist to win Best Client-Servicing Adviser and Best Goals-Based Adviser at the 2018 ifa Excellence Awards, the only program benchmarking the success of the independent financial advice sector. The fifth annual ifa Excellence Awards, in partnership with Colonial First State, rewards best practice and celebrates independently minded and client-centric advisers and firms across … Read More