Recognition For Our Client Servicing And Goals Based Focus

Yves SchoofBusiness

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

Why Doctors And Dentists Should Put Their Finances On Auto-Pilot

Yves SchoofBusiness

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

Buying a Medical/Dental Practice Vs Starting One

Yves SchoofBusiness

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.

Selling Your Healthcare Practice – How To Plan For The Proceeds

Yves SchoofPrivate Practice

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

SMSF Borrowing Still Alive And Well For Doctors And Dentists

Yves SchoofPrivate Practice, Super

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

Client Story: Private Practice And Holistic Planning

Yves SchoofBusiness

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