Investment Advice

Yes Life provides diverse investment options and will help you understand what's available to you and enable you to make the right choices for you, investment goals, and your family or your business.

The following is just a small list of the investment types :

Managed Funds
Individual Bonds
Bond Mutual Funds and ETFs
Index Funds and ETFs
Term Deposits
Stocks Purchase or Sale
Exchange Traded Funds (ETFs) & ETF Trading
Futures Trading

Benefits of Working with us:

INTEGRITY

It is always our fiduciary responsibility to act ethically in our clients’ best interest first and foremost with every financial decision we make on their behalf.

KNOWLEDGE

We pride ourselves on staying up with current market trends and we give thoughtful and intelligent financial advice. It is always our aim to capitalise on these changes so that our clients’ future is safe

RESPONSIVENESS

We always place a premium on staying in close communication with our clients, providing thoughtful and proactive information and feedback so that our operations run more efficiently and so that our clients are always in the know.

Here's what to expect

You Get In Touch

You fill out the form below to get some help with your money needs

Risk Profile Questionnaire

You complete the risk questionnaire for us to asses your risk apetite.

Discovery Meeting

You’ll sit down with your dedicated financial adviser to chat about your situation and explore how they can help.

Second Meeting

We schedule a second meeting to complete our financial plan

Plan Presentation

We present your plan, fine-tune it with you, and ensure all your questions are answered.

6-monthly or annually

Implementation

We take action and implement the plan

Regular Reviews

Your adviser will meet with you regularly to make sure you’re staying on track and your plan still fits your goals.

Our Prices

$ 2200 flat fee excluding GST for an investment plan and services include:

First meeting to assess your financial goals
Financial analysis for your position
Financial projections of your future goals
Presentation meeting for investment plan
Implementation of the investment plan
Access to our tools and software
Person-to-person reviews

$ 440 flat fee excluding GST for 3 monthly reviews or $ 220 for 6 monthly reviews:

Review of your investment plan and position
Financial analysis of your updated position
Financial projections of your future goals
Access to our tools and software
Updated investment planning and software
Compliance Overview
Person-to-person reviews

DISCLAIMER: Yes Life does not provide Discretionary Investment Management Services (DIMS) or advice on Estate and Tax Planning. We strongly recommend that you consult an estate and tax planner for these specialised services.