Silver & Young Private Wealth 7 Secant Street, Liverpool, New South Wales 2170
About the Business
Welcome to Silver & Young Private Wealth, a leading financial life planning and wealth creation consultancy located in Liverpool, Australia. As a trusted establishment in the finance industry, we are dedicated to providing exceptional services that cater to your individual needs.
At Silver & Young Private Wealth, we understand the importance of protecting your loved ones and securing your financial future. That's why we offer expert guidance through the life insurance process, ensuring that you and your family are well taken care of.
We also specialize in superannuation fund reviews and investment advice, helping you make informed decisions about your retirement savings. Our experienced team can assist you in choosing the best investment structure for your super, maximizing its growth potential.
In addition, we are accredited by the Property Investment Association of Australia (PIAA) to provide expert advice on property investment. Whether you're a seasoned investor or a first-time buyer, we can help you acquire direct shares as part of your investment portfolio.
With over 20 years of experience as an Accountant, our Managing Director is well-equipped to optimize your tax obligations. We can assist you with retirement and estate planning, ensuring that you have peace of mind and a secure financial future.
Managing debts and maximizing personal wealth is another area where we excel. Our team can provide valuable insights and strategies to help you effectively manage your current and future debts, allowing you to achieve your financial goals.
As a socially and environmentally responsible institution, we are committed to offering investment options that align with your values. Our aim is to connect you with your future and help you achieve your goals, enabling you to live life comfortably and retire in style. We believe in providing our clients with the best opportunities in life, both for themselves and their families.
Our accreditation as an authorized representative of HNW Planning, an Australian Financial Services license-holder, ensures that we adhere to strict education and compliance guidelines. We pride ourselves on offering transparent, honest, and attentive service through our team of senior financial advisors, who bring years of experience to the table.
Unlike other institutions, we are not affiliated with banks or any specific financial products. This allows us to provide unbiased advice tailored to your unique circumstances, ensuring that your financial plan is customized to suit your needs.
For a wealth of valuable information, be sure to check out our podcast. We strive to empower our clients with knowledge and insights that can help them make informed financial decisions.
Dimitri Argyros, ASIC Authorised Representative No. 305156, is an authorized representative of HNW Planning Pty. Ltd. S & Y Private Wealth Pty. Ltd., trading as Silver & Young Private Wealth (ASIC Representative No. 445413), is a Corporate Authorised Representative of HNW Planning Pty. Ltd. The financial services we offer are provided through S & Y Private Wealth Pty. Ltd., ABN 60 504 633 842.
Choose Silver & Young Private Wealth for expert financial guidance and the opportunity to create an extraordinary life filled with purpose and meaning. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Photos
Location & Phone number
7 Secant Street, Liverpool, New South Wales 2170, Australia
Hours open
Monday:
2:00 PM - 5:00 PM
Tuesday:
2:00 PM - 5:00 PM
Wednesday:
2:00 PM - 5:00 PM
Thursday:
2:00 PM - 5:00 PM
Friday:
2:00 PM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Thank you to Dimitri and the team at Silver & Young Private Wealth for helping us to formulate our financial plan. Dimitri has been patient, given us options and always been available to answer our questions. We have finally started our investment journey and taken the first steps of developing our family's wealth."
"I have been a client of this firm for a number of years, I have found Dimitri and his team very knowledgeable and professional when helping us with any financial queries no matter what the issue would be."
"Our journey through planning and preparing for our families’ financial future with the expert guidance of Dimitri of S&Y Private wealth has been both an educational and supportive process. Our family, our needs and our future financial potential were all carefully considered in our private wealth consultations. We can confidently say that the plans our family have cooperatively designed and adopted to take us toward our retirement years are based on best practice, highest levels of compliance, unparalleled knowledge and transparent consultancy… the benefits and rewards look to be extraordinary."
"I have found Dimitri and his team to be extremely helpful and responsive, and they know their stuff. The relationship started as financial advisors on how we could get the most benefit and growth from our SMSF for when we retire. They are now managing our SMSF and taking care of the annual Tax return burden. My wife and I have also just made them the accounting firm looking after personal tax returns. Looking forward to many years of working together !"
"Dimitri provided valuable information and guidance. He has a pleasant nature and very understanding. Importantly he did not confuse us with terms that were unfamiliar and explained each step of our finance situation very clearly. He responded to questions diligently and always our best intentions . I would recommend S &Y private wealth."
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