Financial Advisor / Superannuation and Insurances
Some people receive contributions to their superannuation as a PAYG employee. Others make self-funded contributions, or not?
Legal Advice/Representation
Is there a legal process you need advice or representation for? YRHM can introduce you to a lawyer for family law, criminal law, and complex VCAT advice (I can represent you for VCAT hearings).
Vendor Advocacy
Selling a residential or investment property? A vendor advocate is the third party that sits between you, the property seller, and the real estate agent. YRHM will help you to understand the process and represent you during the process.
Investment Loans for Shares
I would be very pleased to introduce you to one or more of my Financial Advisors and experts in Wealth Management. We consider all aspects of your Financial Situation.
Investment Loans for Property
Build wealth through informed residential investments. Jonathan Fordham of Capital Edge Australia and I can meet with you at any time.
Residential Loans
Review/refinance residential loans at least every 2 years. Why? To optimise the benefits to you. A health check on your mortgage.