South Yarra Financial Services
Multiple locations
Multiple locations
South Yarra Financial Services aims to secure a comfortable future for you and your family.
The SYFS advantage is our ability to provide a holistic financial service, proactive, personalised service and professional advice in all areas of financial planning.
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What do you love most about your job?
The ability to help people feel comfortable with their finances and build strong long-term relationships. I get great satisfaction providing advice to our clients and knowing they will be in a better place financially.
Why should our clients choose you?
With up to 30 years of experience within our business, the knowledge and research provided to clients is invaluable to helping them achieve their goals and enjoying their current lifestyles during retirement.
Can you provide your services online or remotely? If so, please add details.
Yes, we offer face to face meetings or online (Zoom) meetings.
What changes have you made to keep your customers safe from Covid-19?
We started offering remote client meetings and setup QR check-ins upon arrival at our office. Hand sanitiser and face masks have been implemented when required.
Investment Advice
The analysis of your needs, your risk vs return profile and your long term investment goals are the basis of our professional and individual advisory services.
Retirement Planning
Do you have enough financial resources for early retirement? We will provide you with help to cover this, and other questions, and look for the best solutions.
Estate Planning
Make sure your family is provided for and that your assets go where you want them to both before and after you die. We can assist you with identifying gaps in your estate planning and provide solutions to ensure they are addressed. We can also provide referrals to legal professionals or provide access to an online estate planning solution.
Self-Managed Superannuation Funds
SYFS will assist you in the creation of a comprehensive superannuation strategy for your SMSF.
Insurance Advice
We offer a well-researched selection of quality insurance companies providing death and total disability cover, income protection, and trauma cover. We review your cover to ensure it meets your current needs with quality cover in a cost-effective manner.
Cashflow Management
SYFS will analyse your current and future cashflow to ensure your living expenses are met and provide investment strategies to utilise surplus cash effectively.
Tax Minimisation
Sick of paying too much tax? We will provide Superannuation and Investment strategies to help minimise your tax liability and ultimately reduce your tax payable.
Family Office
Allows us to provide advice and coaching to the entire family group. With the aim to preserve and grow their wealth. We familiarize and provide advice to the family group that may not normally independently seek financial advice.
