Financial Planning

YBM Financial Services Pty Ltd
Our Financial Planning services are tailored to your individual circumstances, values and goals, to give you peace of mind, now and in the future.

YBM Financial Services Pty Ltd was established in recognition of the longer-term financial advice sought by many of our clients.  Working alongside the YBM Accounting team, our Financial Planners will consider your current circumstances, risk tolerance and existing investment portfolio to provide professional advice.  The YBM Financial Services team are thinking in the long-term and looking at your big picture.  They will work to get to know you, your needs, hopes and goals.  Most importantly, they will tailor a package to seamlessly move you to the next stage of your life, whether lifestyle focused, superannuation advice or retirement planning.

YBM Financial Services:

  • Superannuation and Rollover strategies
  • Managed Investment Funds
  • Direct Equities
  • Self-Managed Superannuation Funds (SMSFs)
  • Redundancy strategies
  • Aged Care planning
  • Retirement income strategies
  • Pension planning
  • Lifestyle planning
  • Estate Planning
  • Personal Insurance
  • Lending solutions
  • Mortgage and Equipment Loans

YBM Financial Services Pty Ltd (AR 257942) is a Corporate Authorised Representative of Alliance Wealth Pty Ltd (AFSL 449221), part of Centrepoint Alliance Limited (Centrepoint Alliance Group).

Click here to view the Financial Services Guide.

Meet Our Financial Planners

Financial Planner
Sarah Carter
Financial Planner
Patrick Duffy
Company Mission

YBM makes a difference to the lives of its clients and staff, providing opportunities for growth and an environment that fosters collaboration, problem solving and working towards goals.

Our Vision
YBM will be the go-to firm in the Central West for all accounting, business and financial planning needs. Vision with Tradition – Welcome to the new world of financial opportunities.
Trusted Company
Originally established in the 1930’s, YBM boasts a long history of delivering professional services to the Central West community with integrity and reliability.
Certified Team

Our qualified Accountants, licenced Financial Planners, experienced Business Advisers and certified Bookkeepers employ a team approach to meet all client needs.