Why come to PY Financial Services for your Financial Planning needs?
- We provide holistic and integrated advice for all of your financial needs, all under one roof. Including shares, property and mortgages.
- We deliver tailored solutions for your individual circumstances and goals.
- We are a team of experts all highly regarded in our industry, with a proven history of results.
- We focus on building long-term client relationships, not one off transactions.
- Our goal is to help you design and achieve the lifestyle you have always dreamed of.
Financial Advice is not just for the wealthy. Financial advice is about making the most of the money you have to increase your wealth and protect it.
A Financial Planner will advise on your overall wealth including superannuation, personal insurances and investment options across many platforms; be it shares, property investment, superannuation, retirement and estate planning or cash savings.
Our Financial Planners take the time to understand your overall life goals and objectives. We proactively seek opportunities to grow and protect your wealth by developing a personalised wealth plan to ensure your ongoing financial needs are met.
From something as simple as mastering the household budget, which is one of those things that is always on the “to do list”. By getting an understanding of your finances and making better use of your surplus money it can result in amazing improvements to your long- term wealth and lifestyle.
Ever think about the lifestyle you want to have when you retire? You’d be surprised by the amount of money you will have… or lack of. Talk to our financial planners today to see if you’ll be living the champagne or baked bean diet in retirement.
From tracking down lost supers to setting up your Self Managed Super Fund, our financial planners are experienced and, more importantly, qualified to make sure your savings are working for you.
We have Financial Planners that specialise is unique areas.
Peter Yonson is our retirement specialist. Peter works with you in the years leading up to retirement and whilst you enjoy your retirement. He is able to help maximise Centrelink entitlements and build your personal wealth to ensure your retirement is everything you imagined it to be, plus putting plans in place to ensure your estate is passed on in the way that you wish.
Lucy Thompson is our Self Managed Superannuation specialist, who will work with you in the creation and ongoing management of your Self Managed Super Fund, including direct property through superannuation, shares, managed funds and any other specialist investments.