Time Is Running Out For Generous Income Protection Policies

Yves SchoofFinance

Time is running out to put in place a current-style income protection policy, and we have been getting numerous enquiries from doctors and dentists wanting to do just that before March 2020. This is in response to newspaper articles about the upcoming changes to income protection policies. In response to ongoing heavy losses in respect of individual disability income insurance … Read More

How To Make The Most Of 2020

Yves SchoofBusiness

Happy new year! To help you make the most of 2020, I have put together a list of 20 Tips that will have a powerful impact on your financial position.

Best Wishes For 2020

Yves SchoofBusiness

The team at Affluence Private Wealth would like to thank you for engaging with us and our weekly content in 2019. We want to take this opportunity to wish you all the best for the holidays and the new year. We will be back in 2020, and if you would like us to cover anything in particular, please feel free … Read More

Should Doctors and Dentists Consider Sustainable/Ethical Investment?

Yves SchoofFinance

There is a clear movement, in particular with the younger generations, towards ethical and sustainable investment. In essence it means that you apply a ‘filter’ to your investments. This filter can be positive, i.e. you seek to invest in companies that demonstrate sustainable management practices and environmental policies. The filter can also be negative: you avoid investment in tobacco companies … Read More

Estate Planning for Doctors And Dentists

Yves SchoofFinance

Estate planning is the process whereby you typically create a Will, Power of Attorney and Power of Guardianship document. Whilst many of us do not want to think about death, it is inevitable of course. Organising your affairs will save your loved ones a lot of time and unnecessary expenses. In this series of videos I explain the different types … Read More

Should You Take Time Off Work To Manages Your Finances?

Yves SchoofFinance

This was the premise of a news article I recently read. The idea is that you take regular time off work to actively manage your money, find the best deals, monitor your investments, etc. Whilst on the surface this may seem like a good idea for most people, for doctors and dentists there is tremendous opportunity cost (i.e. lost income … Read More