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The Value Of Integrated Tax And Financial Advice For Doctors

It shouldn’t come as a surprise that financial advice for doctors is heavily focused on tax planning and structuring. After all, paying too much tax is a doctor’s biggest frustration, and one of our goals is to optimise your tax position by implementing tax-effective wealth creation strategies.

At Affluence Private Wealth, strategic tax planning has always been a big part of our financial advice for doctors. However, we wanted to take our service offering for medical professionals one step further and also provide accounting and tax compliance services, financial reporting and business advisory.

To that effect we will be launching Affluence Chartered Accountants very soon. In this separate, specialist business we will be able to offer a full suite of accounting and tax services, which will help us to provide even more proactive financial and tax advice for doctors. We now have a fully integrated service offering for doctors.

Financial advice for doctors will continue to be offered by Yves Schoof and Affluence Private Wealth (Authorised Representatives of Synchron AFSL 243313), and the tax services will be provided by Mitchell Walmsley and Affluence Chartered Accountants. Yves Schoof is a part-owner of Affluence Chartered Accountants.

If you have any queries or would like to review your tax affairs, please contact Mitchell Walmsley via Mitchell@affluenceca.com.au or 0423 131 949. Our new website will be live soon at www.affluenceca.com.au Alternatively, you can contact Yves via Yves@affluenceprivate.com.au or 0432 885 295.


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