Investec Head of Tax & Fiduciary Rene van Zyl shares insights and strategies to help medical professionals navigate the complex world of finance and taxation and manage their money more effectively.
Learn about the key elements involved in establishing a long-term financial plan as a doctor in private practice, and how to adapt it as your career progresses while getting to grips with how to approach estate planning, tax compliance and wealth preservation.
If you're a medical professional looking to take control of your finances, protect your assets, and optimise your wealth, this video is for you. Empower yourself with the knowledge and insights to build a secure financial future.
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0:00 Why is managing their money and estate important for medical professionals?
0:55 What important things would you want medical professionals to know about a solid financial plan?
1:41 How do you start with a long-term financial plan as a doctor in private practice?
3:28 What role does a financial adviser, wealth manager or estate planner play in in making sure doctors are compliant in terms of tax?
4:34 What should a doctor, especially in private practice, do when looking for someone to help them in this Tax & Fiduciary space?
