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We want to help you get the most from your retirement savings.

Contact - CY Financial Advice

What to Expect When You Contact Us

When you’re ready to take the next step toward confident retirement planning, the best way to begin is by getting in touch with us directly.
 
Once you reach out, we’ll arrange a Discovery Meeting with one of our experienced financial advisers. This is a 60 minute consultation designed to explore your financial goals, answer your questions, and assess whether we’re the right fit to support you.
 
Cost of the Discovery Meeting: $495 (incl. GST)
 
This is a one-time fee with no obligation to proceed further.
 
Following this meeting, if you choose to work with us, we’ll provide a clear outline of the advice and services we recommend, including any additional costs before you commit to anything further.

We get the best results by working with people over a 12-month period. We invite you to begin the process by sending us a message.

Our goal is for you to have the money you need, when you need it, so you can live the retirement you dream of.

Close to retirement

Retirees or close
to retirement

Our typical clients are over the age of 55 and want a plan in place to get the most out of their retirement savings.

Value an ongoing
relationship

We value the long-term relationships that we cultivate with each of our clients and want to be there to help you on an ongoing basis.

Seeking trusted advisor

Seeking a
trusted adviser

Our clients want an adviser that they can trust. An adviser that is working for them, and not a big institution.

Contact Us
It’s so simple, we don’t have to worry. We’ve been with Chris for 5 years and have no hesitation in recommending our friends and family. There are no products pushed on us. It’s just help, help, help... It’s not sell, sell, sell. What we’re told is what we got. The service is great!
Gary Staples
Gary Staples5 years with CY Financial
The fact of the matter is, both my wife and I, we both implicitly trust Chris Young and he has done, in all these years that we have now been with him an absolutely fantabulous job.
David King - CY Financial Advice
David King7 years with CY Financial
Circles - CY Financial Advice

Becoming a client

Choosing a financial adviser is an important decision. You want to be sure you're working with someone who understands your goals and can provide clear value. Our process is designed to help you feel confident every step of the way.

Get started
Discovery call

1. Get in Touch

Give us a call or send a message through our Contact page. We’ll have a brief chat about your situation and answer any initial questions. If it sounds like we’re a good fit, we’ll book your Discovery Meeting.

First meeting

2. Discovery Meeting ($495 incl. GST)

In this 60–90 minute meeting, we’ll get to know you, your financial situation, and what’s most important to you. We’ll also explain how we work and what you can expect from us.

Proposal

3. Personalised Proposal

If we think you would get value from personalised advice we will prepare a proposal outlining the advice that we will give and the cost to provide it. If you see value in our approach, we move forward together.

Circles - CY Financial Advice

Contact us

Don’t hesitate to ask, we are here to help you!

We’ll have a quick discussion about your situation and you can ask any questions you like about our services. We can then book you in for the first meeting.



68 South Terrace, South Perth WA 6151
1300 297 384 or (08) 6371 5000
help@cyfinancialadvice.com.au

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