Personal Financial Services

Welcome to Personal Financial Services, located at Melbourne's Queen Street. We are an established financial institution and a point of interest for individuals seeking expert financial advice. We are excited to announce that we have recently completed a merger with the Yarra Lane Group (YLG), which will enable us to enhance the level of personal service and proactive advice that we have always provided to our valued clients.

With this merger, we are now part of a fully integrated multi-disciplinary practice, opening up new opportunities and benefits for our clients. Our dedicated team, led by Shane and myself, will continue to work tirelessly to ensure that we remain a trusted source of advice for all your financial needs.

While you're here, we invite you to explore our new range of services on our website. With easy navigation options at the top of the page, you can discover the comprehensive solutions we offer to help you achieve your financial goals.

At Yarra Lane, we believe in building long-standing generational connections with our clients. Our team is committed to making your financial journey seamless and stress-free. We pride ourselves on providing professional financial advice with a friendly personal approach. Don't just take our word for it - our clients highly recommend our services, praising our great communication, helpful guidance, and tailored advice that meets their specific needs.

In addition to finance, our institution also offers taxation, legal, and real estate services. Our professional, honest, and strategic approach to all matters of advice and support has made us an invaluable partner for many individuals and companies. We encourage you to reach out to our team, consisting of David Moloney and Christopher Guy, who possess a wealth of expertise and knowledge in the current landscape. They are renowned for their approachability and ability to explain complex concepts in a digestible form.

We understand that time is precious, especially for business owners. That's why our collaboration of professionals is here to assist you with all your business and personal needs. From accounting and taxation to financial planning and property advice, we have the expertise to exceed your expectations and help you achieve your goals.

Our team, led by Sam, Nick, and Dane, is known for their efficiency, professionalism, and ethical conduct. They go above and beyond to provide clear and concise advice, answer all your questions, and put your mind at ease. With no hidden fees, they are a must-have team for any business negotiations.

We take pride in our exceptional customer service, as exemplified by our quick turnaround time for tax returns and our commitment to meeting your financial needs. Our first-time customers often become long-term clients, and we are grateful for their trust and loyalty.

Thank you for considering Personal Financial Services. We look forward to working with you and providing the expert financial advice and support that you deserve. Contact us today to start your financial journey with us.