In this podcast episode we talk about the 3 most common and most costly financial mistakes made by medical and dental professionals.
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
In this week’s infographic Mitchell shares 5 tips to be more deliberate in maximising the profit in your practice. Many medical and dental professionals are perhaps not focused on profit, but if you want to offer sustainable, long-term care to your patients, you need to run your practice as a business.
In this week’s client story, we share the journey of one of our client’s successful dental practice purchase. If you would like to discuss your practice purchase or start-up plans 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 you optimise your finances: 1) Grab a free ebook … Read More
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
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
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
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