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Affluence Private Wealth

Your Financial Planning Partner

6 hours ago
1 min read

You've been receiving emails or communications from Affluence Chartered Accountants regarding tax updates and other important information, we wanted to take a moment to introduce another key member of the team.


I am Mitchell's business partner and head up Affluence Private Wealth – the financial advice arm of the practice. We provide comprehensive financial guidance tailored specifically for medical and dental professionals.

Your Financial Planning Partner

Our Services

At Affluence Private Wealth, we specialise in helping doctors and dentists navigate their financial futures. Our services include:


Superannuation – Maximising your retirement savings

Insurance – Protecting what matters most

Investments – Growing your wealth strategically

And more – Comprehensive financial planning tailored to your needs


Whether you're looking for:


A second opinion on your current financial strategy

Answers to specific financial questions

Expert guidance on any aspect of your financial life

We're here to help.


Stay Informed

Want to keep up with the latest financial news and insights? Subscribe to our newsletter on our website, where we regularly publish videos and blogs covering current financial issues relevant to you.


Let's Connect

We genuinely look forward to meeting you and learning more about your financial goals.


 
 

The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances. Please also include the following if referencing a particular product: You should read any relevant Product Disclosure Statements before making an investment decision. If you provide extensive information about your services and service offerings and/or include information in relation to strategies, please incorporate a general advice warning in your material.

©2026 by Affluence Private Wealth. Designed by Wayne Schmidt

Affluence Private Wealth Pty Ltd trading as Affluence Private Wealth is a Corporate Authorised Representatives of Synchron Advice Pty Ltd ABN: 33 007 207 650 trading as SYNCHRON Principal address: Head Office: Level 5, 95 Pitt St, Sydney NSW 2000. Australian Financial Services License Number: 243 313

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