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
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
In this brief video I explain how we help our clients with our specialist medical/dental financial advice process. If you are interested in finding out more, please contact us for a free consultation.
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
Unfortunately we see doctors and dentists make the same costly mistakes time anytime again. In this video I highlight how YOU can prevent this from happening.
In this video I explain why so many female doctors and dentists seek our advice.
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
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