O
ur mission is to help medical professionals become financially stress-free so you can care for others and provide your family with a secure financial future.
We achieve this by educating and guiding you so you can make intelligent and confident financial decisions.
As Australia’s leading financial planner for doctors and dentists, we believe clarity, confidence, and control are prerequisites for financial success.
Every step within our advice process is designed to help you achieve this.
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ffluence Private Wealth (Affluence) was established in 2015 by award-winning Adviser Yves Schoof. Affluence was born from our desire to deliver quality financial advice to a limited number of clients in the medical industry, where we have a deep level of expertise.
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Our focus is on our relationships' quality, not quantity, and our advice and services are tailored to your circumstances.
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As medical financial advisers, we understand that our clients are busy so we can offer appointments outside of regular business hours at your home or office. We also travel interstate to meet our clients.
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At Affluence, we believe money is a means to an end, never the ultimate goal. We aim to enable you to lead an abundant and balanced life of enriching experiences without financial stress.
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A
Yves Schoof CFP
Principal Adviser and Director
Authorised Representative of Synchron
Lea Bagaslao
Client Services Assistant
Ade Suparti
Financial Controller
Pranav Bhattad
Client Services Assistant
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Desi Riani
Administration Assistant.
Christine Lee
Financial Planning Associate