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Join date: Jul 25, 2023
Posts (64)
Mar 22, 2026 ∙ 1 min
Keeping You Informed During Market Volatility
I know market volatility can be unsettling, especially with the recent global events unfolding. You’re not alone in your concerns, and I wanted to touch base briefly.
Here’s the good news: unless you hear directly from me, your current investment strategy is right where it needs to be.
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Mar 18, 2026 ∙ 1 min
A Client's Journey with Affluence Private Wealth
Sam and David’s eight-year journey with Affluence Wealth is a reminder that “bigger” isn’t always better. They came in focused on expansion; they left with a streamlined, lower-stress business, an aligned plan as a couple, and the confidence to sell on their terms.
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Mar 15, 2026 ∙ 1 min
Understanding Insurance Coverage
If you’re a registrar nearing fellowship or a newly minted specialist juggling a mortgage, childcare, and an unpredictable roster, insurance is not about worst-case thinking it’s about protecting choices.
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Yves Schoof
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