Y Partners e-Brochure

YPARTNEaRbSout With over 30 years' experience helping families in South Australia, we love partnering with Adelaide families and their businesses. We focus on building deep, long-term relationships. This fuels quality, tailored advice that is developed specifically for your personal circumstances. We strongly believe that our advice will have a positive impact on your world. Our goal is to assist you in obtaining financial freedom, and make sure that you understand your path toward financial freedom as soon as possible. We are knowledgeable, experienced and eager to empower your strengths. We are committed to going the distance with you, providing you with the information you require to make fully informed decisions.

GourOAL It's about You, Your Family, Your Business and Your Future. At Y Partners, our goal is to provide you with outstanding service, advice and value. We want to have a positive impact on your world. Our goal is to ask you why you do what you do, and invest in understanding you, your family, your business and your future in order to offer you the most valuable insights and solutions. Our vision is to partner with you to maximise your success.

SouEr RVICES We are fully integrated between each facet of financial advisory our business; therefore, we can provide you an all-encompassing service. What is your idea of financial freedom? As a member of Hillross, we can offer advice on financial planning, superannuation, wealth protection, estate planning and more. Our Our business is based on forging strong principal aims are to grow and protect your wealth. relationships with our clients, which allows us to comprehensively service your needs. We are tax & accounting here all year-round to answer your questions and provide advice regarding your small In addition to traditional accounting and taxation compliance services, we can also business, your retirement plans, your family or provide holistic business support and advisory. We also offer many other services such your next investment. as the implementation of cloud-based solutions, ASIC compliance, preparing SMSF financial reports and fringe benefits tax returns. bookkeeping Running your own business is hard work - to make life easier for you we also offer full- service bookkeeping. We can complete all of your data processing including preparing your BAS. mortgage & lending We have an accredited mortgage consultant available in-house who can assist with your lending needs. With access to over 40 lenders, we can work closely with you to determine the lending solution that best meets your needs.

OUR ADDRESS Level 8, 185 Victoria Square Adelaide SA 5000 OUR EMAIL [email protected] OUR PHONE NO. 08 8110 6400 Y Partners Wealth & Advisory Pty Ltd (ABN 89 097 681 322), trading as Y Partners Wealth & Advisory, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licensee and Australian Credit Licensee.