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Financial Services • Sydney, New South Wales, Australia • 1-10 Employees
Key Contact at You Partners
Josh Yudasin
Director | Financial Adviser
Company overview
| Headquarters | Sydney, New South Wales, Australia |
| NAICS | 52 |
| Employees | 1-10 |
About You Partners
You Partners is a boutique fee for service financial advice practice. We provide financial advice that is intelligent, considered and most importantly, about You. You Partners is not aligned with a bank or insurer so you can know that our advice is based on what is right for you. We believe that your most important asset is you – and what sets us apart is how we go beyond just creating bespoke wealth strategies. We care about you as an individual and want to see you enjoy your wealth. We all want a life not limited by money, and we help our clients feel empowered to make smarter choices through financial education coaching. It's really important to us that relationships with our clients aren't transactional. When you partner with us, you'll feel just how invested we are in your financial and wellbeing goals. We take the time to understand exactly what it is you're after, and then we help you bring it to life. Our advice and support incorporates wealth creation, superannuation, risk management and more. We have also partnered with succession and estate planners, as well as legal, tax and mortgage professionals. We're excited to offer a fresh take on financial advice!
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
You Partners has never raised funding before.
Frequently asked questions
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