Financial Planning

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.
  • 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 financial health 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. Do you 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.

From starting out at your very first job, to retiring right, our financial planners are experienced and, more importantly, qualified to make sure your money is working for you.