Over the last fifteen years, I've learned a lot from working with hundreds of doctors and dentists across Australia. Here are my top five financial lessons.
My experience has given me excellent insight into the main financial issues affecting doctors and dentists. I've worked with people from different age groups and professions. Still, some key lessons apply to all healthcare practitioners.
The five key financial takeaways that stood out for me from 15 years of working with hundreds of your healthcare peers across Australia:
Lesson No.1 - Your home mortgage is a liability
Lesson No.2 - Retirement Capital
Lesson No.3 - Cash flow management
Lesson No.4 - Diversification
Lesson No.5 - Professional Advice
If you have any questions, please feel free to book a no-obligation meeting and download our free finance guides prepared for healthcare professionals.
Yves Schoof
Director & Principal Adviser | Affluence Private Wealth Pty Ltd
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