Conversations | Affluence Wealth

Jul 21 min read

Tax guide for Doctors and Dentists

As seasoned financial experts for healthcare professionals, we understand the intricacies that doctors and dentists often face.

May 271 min read

Year-end Financial Planning

Some essential items you need to review in preparation for the end of the financial year through the lens of a financial planner.

May 151 min read

2024 Budget Highlights

As a valued healthcare professional in Australia, I wanted to share with you the attached summary of this week's Budget announcement.

May 21 min read

A Client Journey with Affluence Private Wealth

Join me in my latest chat with the wonderful Bill and Margo. We delve into their experience with Affluence Private Wealth.

Mar 131 min read

Leverage your Super and own your medical rooms

In my latest video, I discuss doctors, dentists, and healthcare professionals buying medical rooms in their self-managed super funds (SMSF).

Jan 241 min read

Investing in tough economic times

These are tough economic times, and it is crucial to have a financial plan.