Financial Planning

Our Financial Planning services are tailored to your individual circumstances, values and goals so you get the best out of your future.

With all of our clients, individuals or business, we’re thinking in the long-term and looking at the big picture. This approach is particularly important when it comes to Financial Planning. So we start by getting to know you, your needs, hopes and goals and we use our knowledge, expertise and experience – while following sound business practice – to give you unbiased, professional advice that gives you peace of mind now and in the future.

Our Strategic Financial Planning advice includes:

  • Superannuation & Rollover Strategies
  • Managed Investment Funds
  • Direct Equities
  • Self Managed Superannuation Funds (SMSF’s)
  • Redundancy Strategies
  • Retirement Planning
  • Retirement Income Strategies
  • Pension Planning
  • Lifestyle Planning
  • Insurance Estate Planning

We can put together a Financial Planning package that’s tailored to your needs and includes a face-to-face review of your personal needs and objectives, your risk tolerance and a portfolio strategy for existing investments, investment performance and their appropriateness to your current circumstances. We can also give you valuation reports and ongoing access to planners.

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YBM Financial Services Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 / AFSL 246934