Get good advice before you set up your private practice
It’s a cliche but this is one of the situations where you do want to get good advice before you embark on the journey. In our series of 5 episodes we talk about finance for doctors and the importance of creating the right foundation.
Today Mike Deegan talks about linking your broker, your adviser and your accountant in this important phase.
In this series we talked about the dos and don’ts of finance for doctors. In this episode we highlight the link between your choices in this area (finance) and the other aspects of your business planning.
If not implemented correctly, your choices can have serious consequences. Mike talks about the importance of a “holistic” approach and advice, and the importance to involve your various advisers when you commit to a finance product.
Mike Deegan is the principal of Do Financial in Perth:
For more podcasts head to www.affluenceprivate.com.au
As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.
My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.
Please contact me on firstname.lastname@example.org or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313.
The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
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