Financial Planning

Y Partners Wealth Pty Ltd (ABN 15 058 327 576) is a Member of Count Wealth Accountants®. As a Member of Count, our Authorised Representatives can offer advice on financial planning, superannuation, investments, wealth protection, estate planning and more. Y Partners Wealth Pty Ltd has been a member of Count since May 1994.

Our principal aims are to partner with our clients to grow and protect their wealth and their family's financial future and well-being through appropriate personalised strategies. This may include such things as analysing your income and expenditure, identifying short term financial goals (such as regular income needs, saving for a home deposit, funding children's education costs, and holidays) and longer term financial goals (such as retirement funding), and recommending strategies to meet these goals in the most tax effective manner.

Count Financial member since 1994 (trading as Y Partners Wealth). Count Wealth Accountants is the trading name of Count Financial Limited, Australian Financial Services Licence Holder (No. 227232), ABN: 190 001 974 625.

We offer a FREE initial, no obligation consultation- Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services we offer are right for your needs.*
*This free consultation does not include tax and accounting services.


                                 

Financial Planning Services provided as an authorised representative of Count Financial Limited AFSL 227232.

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General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.