We are delighted that Berivan Yilmaz (“Bez”) is now back on deck from maternity leave for the birth of baby Sahara. Bez and her co-director Sean Dwyer, are focusing on client meetings and developing long term financial plans for clients based on:
- efficient practice structures;
- efficient investment structures;
- careful use of debt for investment purposes;
- avoiding managed investments;
- buying and holding good quality investments including residential property, direct shares and index funds.
These are, of course, the same principles we have been applying successfully with our clients for the last 20 years, and they work. You can watch the YouTube explanation here: McMasters’ Approach to Financial Planning on YouTube. This video was recorded in February 2012, and our comments and suggestions now seem quite prescient: the doctors who followed our advice have done very well. Our advice has not changed since then, so watching this video is a great way to get a handle on our approach to financial planning.
Meetings are recommended at least once a year: contact us now if you have not sat down with the McMasters team in the last 12 months or if your circumstances have recently changed. Please contact Bez and Sean on Berivan@mcmasters.com.au and Sean@mcmasters.com.au for a meeting.