Affluence Private Wealth is a trusted financial planning firm specialising in providing stress-free financial journeys for healthcare professionals. With a history dating back to 2015, the business is led by a professional Financial Planner dedicated to maintaining a positive mindset, fostering purposeful partnerships, and achieving significant outcomes for clients.
At Affluence Private Wealth, clients can expect a collaborative approach characterized by transparency and consistency. The firm’s philosophy revolves around building trust as a vital component of the client-advisor relationship, ensuring that each individual receives specialized financial planning tailored to their unique needs and goals.
As a Corporate Authorised Representative of Synchron Advice Pty Ltd, Affluence Private Wealth operates under the Australian Financial Services License Number 243 313, with a principal address in Melbourne, VIC. For healthcare professionals seeking expert financial guidance and a personalized approach to wealth management, Affluence Private Wealth stands out as a reliable partner in navigating the complexities of financial planning.