It is not always easy to explain what we do, so I thought it would be useful to list all the advice areas we cover, as well as all the considerations we make when managing our client’s financial affairs. You will notice that we go through a comprehensive list of issues. P.S. Whenever you are ready, here are 4 ways … Read More
3 Financial Decisions That Will Shape a Doctor/Dentist’s Future
In this podcast episode we discuss 3 important decisions that have the power to determine the rest of your financial future. 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 … Read More
How You Can Use Money To Buy Happiness
Research suggests clearly that having more ‘stuff’ does not make us happier. Instead, we should focus on spending money to buy ‘experiences’. Experiencing life with our loved ones, are the moments that we remember and make us happy. In today’s world, the one thing we all lack is time. It goes without saying then that if we could spend our … Read More
The 5 C’s Of Financial Planning For Doctors And Dentists
In this podcast episode we discuss 5 simple concepts that will help you to improve your financial position and future. 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. … Read More
SMSF Borrowing Still Alive And Well For Doctors And Dentists
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
Tax Time – Are You Unpleasantly Surprised Again!?
It’s that time of the year again when many of us are scrambling to get together all of our tax files! It almost seems like an afterthought for many doctors and dentists, a nuisance even to lodge your tax return. You are nervously anticipating your tax bill, and wondering how much extra you will have to pay this year… But … Read More
Your Financial Future – What Really Matters
Want to know what really matters when thinking about your financial future? The following 2 points should be your priorities. 1. Holistic planning Many people believe their financial future will be dictated their investment returns. If only we could beat the market, find that one small cap that delivers a twenty-fold return. But what about the rest of your financial … Read More
3 Tangible Benefits of Financial Advice For Doctors And Dentists
If you were still wondering how you could benefit from seeking financial advice, you may be interested in this infographic. This is based on feedback from our clients. If you would like to discuss your personal finances, please contact me on 08 9381 2704 or email Yves@affluenceprivate.com.au
Why Your Savings Rate Matters More Than Returns
I came across this excellent article recently, which reinforced the thoughts I have expressed in previous blogs. To save you some time, here is the summary: • On your wealth creation journey, the first $100,000 often takes the longest to accumulate. Each subsequent $100,000 takes less and less time to accumulate. • The amount you save matters more than your … Read More
Why You Should Seek Advice In 2019
Are you still considering seeking financial advice? Here are 4 good reasons why you shouldn’t delay any longer. Feel free to contact me directly via Yves@affluenceprivate.com.au for an obligation-free strategy session.