Our mission is to help medical professionals become financially stress-free, so you can care for others and provide your own family with a secure financial future.
We achieve this by educating and guiding you, so you can make smart and confident financial decisions.
As Australia’s leading financial planner for doctors and dentists, we believe that having clarity, confidence and control are prerequisites for achieving financial success. Every step within our advice process is designed to help you achieve this:
• We offer a leading-edge Medical CFO service, which considers both your personal and business finance issues.
• We provide strategic and well-researched advice, to enable you to make well-informed important financial decisions.
• We educate and coach you, so you fully understand how our strategies bring you closer to the achievement of your goals.
• We prefer simplicity over complexity in everything we do, and have a process-driven approach.
• Our investment solutions are evidence-based, transparent and underpinned by academic research.
• We are open and transparent about the services we provide and how we are remunerated.
• Our solutions are portable – as medical financial advisers we do not sell or promote our own investment or administration products.
Tell Me More
Affluence Private Wealth (Affluence) was established in 2015 by award-winning Adviser Yves Schoof. Affluence was born from our desire to deliver quality financial advice to a limited number of clients in the medical industry, where we have a deep level of expertise.
Our focus is on the quality, not quantity, of our relationships, and our advice and services are tailored to your individual circumstances.
As medical financial advisers, we understand that our clients are busy, which is why we are able to offer appointments outside of normal business hours, at your home or office. We also travel interstate to meet our clients.
At Affluence, we believe that money is just a means to an end, never the ultimate goal. Our aim is to enable you to lead an abundant and balanced life, full of enriching experiences and without any financial stress.
Send us an email
We always love to hear from our customers. Feel free to drop in or contact us during our business hours.