Over the past month my share portfolio went down about 30% and gave me a big kick in the nuts.
I thought there was no better time to recalibrate and get back to basics.
Disclaimer: This podcast is not financial advice and all opinions expressed by podcast participants are solely their own. Please seek professional advice before making any financial or investment decision.
Show Notes
On today’s episode we discuss basic investing principles, ownership structures and asset classes
Whether you’re preparing to invest or have an existing portfolio, I guarantee you will get something out of todays interview.
My guest is Yves Schoof. Yves is a specialist financial adviser for doctors and dentists. He’s managing director at Affluence Private Wealth and helps doctors take control of their money and achieve financial freedom.
Investing Principles (1:58)
start early, compounding, diversification, liquidity, tax efficiency, asset protection
Structures (11:11)
persona name, spouse & tenants in common, family trust, holding company, superannuation, SMSF
Asset classes (21:50)
direct shares, property, managed investments, LICs, ETFs, independent and separately managed accounts, property syndicates
Today’s Guest
Yves Schoof
Qualifications
Certified Financial Planner
Company
Managing Director
Affluence Private Wealth
Contact details
Phone:
0432 885 295
Email:
Resources
Website:
LinkedIn:
Medical CFO video series:
