Affluence Private Wealth 162 Colin Street, West Perth, Western Australia 6005

Welcome to Affluence Private Wealth, a premier financial planning institution located in West Perth, Australia. Situated on Colin Street, our establishment is dedicated to providing exceptional financial advice and services to doctors and dentists.

As a boutique firm, we specialize in working exclusively with medical professionals, allowing us to understand and cater to the unique needs and challenges they face throughout their careers. Our team possesses specialized expertise in the financial planning requirements of doctors and dentists at various stages of their professional journey.

While we are based in Perth, Western Australia, we extend our services to clients all across the country. We recognize the importance of convenience and accessibility, and thus, we are more than willing to travel to meet with our clients wherever they may be.

At Affluence Private Wealth, we believe in empowering our clients to make informed financial decisions. Our comprehensive approach covers a wide range of financial aspects that are crucial to medical professionals. We address key concerns such as minimizing income tax through the utilization of tax-effective structures like family trusts and investment bonds.

Additionally, we provide guidance on structuring loans effectively, ensuring that mortgages are repaid within a reasonable timeframe. We also offer expert advice on managing multiple super funds, making appropriate investments, and determining suitable contributions. For those interested, we can explore the possibility of establishing a self-managed super fund (SMSF).

Our team of financial advisors is committed to helping you strike a balance between income tax, mortgage repayments, and living expenses, while simultaneously saving for your retirement. We assist in setting goals, creating a customized plan, and providing ongoing support to achieve financial success.

Estate planning is another critical aspect we address, ensuring that your superannuation and other entities are included in your comprehensive plan. We ensure that your financial affairs are up to date, providing peace of mind and security for you and your loved ones.

For those considering starting a practice, we offer guidance on how this decision may impact personal finances and provide strategies for practice growth. We also offer expert advice on investment opportunities such as property, shares, and managed funds, taking into account factors like negative gearing and retirement savings.

Don't just take our word for it – our clients have praised our services as "very informative" and a "financial 'nuts-and-bolts' that every doctor should read."

At Affluence Private Wealth, we are dedicated to providing tailored financial planning solutions to doctors and dentists across Australia. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.