top of page

Year-end Financial Planning

Writer's picture: Yves SchoofYves Schoof

As we approach the end of the financial year, healthcare professionals like you need to review your financial situation and make strategic decisions that can significantly impact your overall financial well-being.


In this video, as a seasoned financial planner with extensive experience working with doctors and dentists, I will share some essential items that need your attention in preparation for the upcoming year-end.


If you have any questions, please feel free to book a no-obligation meeting and download our free resources, which are prepared for healthcare professionals.



106 views

Comments


Subscribe to get exclusive updates.

©2025 by Affluence Private Wealth. Designed by Wayne Schmidt

Affluence Private Wealth Pty Ltd as Affluence Private Wealth is a Corporate Authorised Representatives of Synchron Advice Pty Ltd ABN: 33 007 207 650 trading as SYNCHRON Principal address: Level 6, 71 Queens Road, Melbourne, VIC 3004. Australian Financial Services License Number: 243 313

bottom of page