This has proven to be a popular topic in many other blogs and posts I have published. Please see below an extended video on this topic. The Medico CFO course where this video was taken from will be published in my ongoing blogs.
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
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
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
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
It is our absolute pleasure and privilege to be working with clients like Dr Garrie Rao and his wife Reia. We started the journey when they were looking to buy their first dental practice and provide a range of services including obviously personal financial management. Please contact us if you would like to become part of our exclusive client community, … Read More
The ABC news website published an interesting article for doctors a few weeks ago – read it HERE. The summary of the article is basically this: ‘If you can’t communicate as a doctor, you are not a good doctor’. Of course, having excellent clinical skills and experience is absolutely critical, but patients expect so much more these days, and rightly … Read More