Financial Advisory
What's your idea of financial freedom? Our goal is to enable you to manage your financial well-being to enjoy the future you want.
As a Member of Hillross, our authorised representatives can offer advice on financial planning, superannuation, investments, insurance, wealth protection, estate planning and more. Our principal aims are to partner with you to grow and protect your wealth, as well as your family's financial future and well-being through appropriate personalised strategies.
This includes:
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analysing your income and expenditure,
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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),
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and recommending strategies to meet these goals in the most tax effective manner.
We partner with you to understand your requirements and develop strategies that meet your unique financial and lifestyle needs, wants and goals.
Our business is supported by Hillross as the holder of an Australian Financial Services Licence. Hillross ensures our conduct is as good as it can be, our systems are sound, our technical knowledge and advice is always up to date and our business complies with all appropriate regulations.
Our areas of expertise include estate planning, insurance, investments, retirement, self managed super funds, superannuation and transition to retirement.
Y Partners Wealth & Advisory Pty Ltd (ABN 89 097 681 322) trading as Y Partners Wealth & Advisory is an authorised representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence No. 232 705, Level 24, 33 Alfred Street SYDNEY NSW 2000. This web page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please note that any taxation and accounting services are not endorsed nor the responsibility of Hillross Financial Services Limited. If you decide to purchase or vary a financial product, your financial adviser Hillross Financial Services Limited, Level 24, 33 Alfred Street SYDNEY NSW 2000, and other companies in the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Please contact us if you want more information. We are committed to ensuring the privacy and security of your personal information
