Book a 15-minute
initial phone call with an Adviser

We will discuss your current situation and the financial goals that you have.

Based on this, we will be able to detail how our services may be of benefit to you and give you an understanding of what you can expect from being a client of CY Financial Advice. If we believe we can assist you, you will be invited to attend an in-person meeting for a cost of $495.

CY Financial Advice is an independent financial planning firm that specialises in retirement planning. We have no ownership links or affiliations with financial institutions, superfunds or insurance providers. We do not accept commissions or any other renumeration that may influence our advice.

Have the
retirement you dreamed of.

You can be assured, in alignment with our ethics and independent status that this review will not be a sales pitch or a hard sell. We will do our best to help you as much as possible and there is no obligation to engage with us for additional services. We are specialist retirement planners and will be able to help answer many questions that you have including:

  • Am I eligible for the age pension?
  • Can I get the health care card or any other government benefits?
  • Am I on track for retirement?
  • Are there any strategies that I should be looking at?
  • Should I review my superfund?
  • What should I do when I do retire?

More about us
Grandpa with his grandchild
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
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Circles - CY Financial Advice

Becoming a client

You need to know that we are the right advisers for you, that we can give you the help you need. You need to know how much we cost, and the value we will provide. We invite you to start this process by booking a completely free discovery call.

Get started
Discovery call

1. Make contact

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.

First meeting

2. First meeting

In the first meeting we will get a clear understanding of your situation and what is important to you. We’ll explain what you can expect from working with us. If, after this meeting, you would like to continue the process CY Financial Advice will start working on your proposal.

Proposal

3. Proposal

We’ll outline the advice we will give you and what it will cost to deliver this advice. There is no pushy sales tactics here. If you see value in what we propose, then we can start working 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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