What we do

We will work to understand what you want in retirement and to help you realise these goals financially.

“We pride ourselves in communicating and presenting our advice with transparency, reliability and ease of understanding”.

We pride ourselves in communicating and presenting our advice with transparency, reliability and ease of understanding. We aren’t about the individual transactions but about long-term goals and team-work. Our team is on a single mission: to help our clients have the retirement they dreamed of. Nothing delights us more than helping our client’s dreams become a reality.

We believe that every Australian deserves unbiased, unconflicted advice. Unfortunately, most Financial Planners have ties to big institutions and product manufacturers. We believe this makes it impossible for them to deliver truly independent advice.

We are an independent financial planning firm that is not aligned or beholden to any financial institution; therefore you can trust that the advice we provide is unbiased and specifically for you and your needs.

All advisers at CY Financial advice are certified independent. Only advisers who have satisfied the most stringent standard of independence in the profession are certified independent.

What we won’t do

  • We don’t get commissions or kickbacks
  • We don’t sell insurance
  • We won’t invest your money without a plan
  • We will never suggest anything that we wouldn’t recommend to our parents or friends

Book a free discovery call

Our team is on a single mission: to help our clients have the retirement they dreamed of. Nothing delights us more than helping our client’s dreams become a reality. Book a discovery call now to find out more about how we hep you!

Book a free discovery call​

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.

Book a free discovery call
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
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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