An extraordinary life
Silver & Young Private Wealth is a financial life planning and wealth creation consultancy
based in Liverpool, NSW
Insurance & Lifestyle Protection Packages
We can guide you through the life insurance process to ensure that you and your loved ones are looked after.
We can review your superannuation fund and investment choice, and advise on the best structure for your super.
Direct Shares & Investment Portfolios
We can advise and help you acquire direct shares as part of your investment portfolio.
Accredited Property Investment Advice
We are accredited by the Property Investment Association of Australia (PIAA) to provide property investment advice.
Our Managing Director has over 20 years’ experience as an Accountant and can help you to optimise your tax obligations.
Retirement and estate planning
We can assist with retirement and estate planning to ensure that you have the peace of mind that you deserve.
Debt Management and Budgeting
We can assist with managing your current or future debts and helping you maximise your personal wealth.
We are committed to providing you with socially and environmentally responsible investment options.
Our vision is to connect people with their future and to help them get them there.
We aim to help people establish and realise their goals, to live life in comfort and to retire in style. We want our clients to be able to give themselves, and their family, the best opportunities in life.
We want to enable our clients to create their own extraordinary life filled with purpose and meaning –
by design, not just by default.
And how do we do this?
Our accreditation as an authorised representative of HNW Planning, an Australian Financial Services license-holder, ensures we have met strict education and compliance guidelines and abide by an equally strict code of conduct.
We offer transparent, honest and attentive service through senior financial advisors with many years of experience.
We are not affiliated with the banks or any particular financial products. This allows us to give our clients the right advice to suit their individual circumstances.
We want you to feel excited about your future again!