Oxlade Financial
BFD22 Speaker
Financial Healthcheck For Doctors
Ensure you are building a financial fortress and not a house of cards.
In this session we will cover:
Investment strategies, both in and out of superannuation
Superannuation contribution strategies
Personal insurance strategies to stay protected and minimise costs
Debt strategies to build your personal assets
Why doctors need great financial advice, and the 6 questions to ask an adviser before engaging them
Managing your finances with an adviser can be hugely beneficial for wealth creation. Understand the difference a great Financial Adviser can make to your situation, the kind of advice doctors can expect from an Adviser, and how to pick a good Adviser from the bad.
In this session we will cover:
The benefit of great long-term financial advice & why busy, successful doctors must have an exceptional Adviser in their corner
An understanding of what Financial Advisers can actually help you with (and what your accountant can’t)
What to expect when engaging an Adviser, and the process of getting advice
6 simple questions to ask that will help you know if an adviser is right for you