Brenae Wieringa - Advisor

 

Brenae joined Y Partners in 2022 and has worked in financial planning roles since 2018.

 

Brenae works with clients at every stage of life. Whether it is helping young professionals get their financial foundations right, supporting high net worth individuals with wealth strategies, or guiding people as they approach retirement. Brenae focuses on creating tailored plans that protect what matters and provide a clear path forward.

 

Brenae has a particular passion for working with younger clients early in their journey, helping them put the right structures in place so they can move ahead with confidence. She also takes pride in supporting clients navigating retirement, making sure the next stage of life is planned carefully so they can enjoy the lifestyle they have worked hard to achieve.

 

Ultimately, she is devoted to helping people feel confident about their financial future.

 

Away from the office, you will likely find Brenae out hiking with her pup, on the softball field, or relaxing with a good book.

 

Qualifications

Bachelor of Business (Financial Planning)

Bachelor of Business (Finance)

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Areas of expertise

Personal insurance • Tax-effective wealth management • Retirement • Self-managed superannuation