SYFS Group Pty Ltd, operating as South Yarra Financial Services, is a leading financial advisory firm in Australia. With a focus on personalized services, the team of experts at SYFS Group offers a wide range of financial solutions tailored to meet the unique needs of each client. Services provided include investment advice, superannuation planning, tax optimization strategies, cashflow management, insurance advice, SMSF advice, estate planning, and aged care advice. By considering all aspects of a client’s financial situation, SYFS Group aims to deliver superior outcomes and help individuals achieve their financial goals at every stage of life.
Established on the principles of building long-lasting relationships with clients, SYFS Group takes pride in its track record of serving clients for over 15 years. The firm’s holistic approach to financial planning sets it apart, allowing clients to manage all their financial affairs conveniently in one location. Led by Certified Financial Planner Brendan Milburn and supported by Associate Members of the Financial Planning Association of Australia, SYFS Group is committed to providing expert guidance and comprehensive financial advice to help clients navigate the complexities of wealth management and financial planning.
SYFS Group’s philosophy revolves around the belief that the value of a financial adviser goes beyond investment decisions. By offering thoughtful asset allocation, tax planning strategies, and behavioral coaching, the firm aims to enhance portfolio growth and financial well-being for clients. Through a complimentary, no-obligation advice and strategy session, SYFS Group invites individuals to take the first step towards a brighter financial future. With a focus on delivering tailored solutions and exceptional service, SYFS Group is dedicated to helping clients secure their financial success and achieve peace of mind.