4 Simple Steps To Financial Security

Yves SchoofFinance

We often get asked by our young medical and dental clients what they should be doing to work towards their financial security. Typically, the following 4 simple strategies form an integral part of their plan: 1) Ensure you can pay off your home mortgage in approximately 10 years. Having too much non-deductible debt presents a tremendous opportunity cost. 2) Focus … Read More

How Does Your Wealth Compare To The Average Australian?

Yves SchoofFinance

(Image source www.news.com.au – read the full article HERE) I thought you might find this information interesting, as most people like to get an idea of how their wealth compares to other people. The Australian Bureau of Statistics released its Survey of Income and Housing 2017/18 recently, and it gives people a snapshot of the assets and debts of Australians. … Read More

Asset Protection For Doctors And Dentists – Video Series

Yves SchoofFinance

Asset protection is a common and legitimate concern for many doctors and dentists. In this very digestible video mini-series I cover the most important aspects of asset protection and how to achieve it. Click HERE to watch. P.S. Whenever you are ready, here are 4 ways I can help you optimise your finances: 1) Grab a free ebook HERE or … Read More

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

Why Doctors And Dentists Should Not Ignore Super

Yves SchoofSuper

The start of a new financial year is a good time to review your superannuation arrangements:   Do you still have multiple funds and pay multiple fees?   Is your fund expensive in terms of fees?   How is your money invested?   What is the performance like?   Should you be contributing extra?     The trap for many … Read More

Warren Buffet’s Simple Retirement Advice

Yves SchoofInvestments

If you don’t like spending a lot of time and energy constructing an investment portfolio, then maybe you should take the advice from the world’s most well-known investor, Warren Buffet. Click HERE for the short but interesting read – it might just change your life.