What is Financial Planning? 

Our objective is to assist you to achieve your financial lifestyle goals over a period of time through wealth creation, wealth protection, retirement and estate planning.

 We can provide you with a holistic financial planning service, or simply assist in one or more of the following areas:

  • Retirement Income Streams
  • Redundancy Packages
  • Centrelink/ Veterans' Affairs Strategies
  • Wealth Creation
  • Investment Portfolios
  • Salary Packaging
  • Personal Risk Insurance
  • Tax Effective Investing
  • Estate Planning
  • Investment Placement
  • Superannuation
  • Retirement Projection

Please find enclosed a portfolio regarding "Financial Services and Credit Guide" for more information.

Please find enclosed a portfolio regarding "Product Disclosure Statements" for more information.

Portfolio Code

Portfolio Name

TMD Link

NTH1076

Private Portfolio Collection Conservative

https://documents.feprecisionplus.com/tmd/mnamp/tmd/v1gv_en-au_mercerprivate_umbrella_blank.pdf

NTH1077

Private Portfolio Collection Moderate Growth

https://documents.feprecisionplus.com/tmd/mnamp/tmd/hqgz_en-au_mercerprivate_umbrella_blank.pdf

NTH1078

Private Portfolio Collection Balanced

https://documents.feprecisionplus.com/tmd/mnamp/tmd/ugrw_en-au_mercerprivate_umbrella_blank.pdf

NTH1079

Private Portfolio Collection Growth

https://documents.feprecisionplus.com/tmd/mnamp/tmd/w37t_en-au_mercerprivate_umbrella_blank.pdf

NTH1080

Private Portfolio Collection All Growth

https://documents.feprecisionplus.com/tmd/mnamp/tmd/vnzf_en-au_mercerprivate_umbrella_blank.pdf

NTH1081

Private Portfolio Collection Retirement Conservative

https://documents.feprecisionplus.com/tmd/mnamp/tmd/urn5_en-au_mercerprivate_umbrella_blank.pdf

NTH1082

Private Portfolio Collection Retirement Moderate

https://documents.feprecisionplus.com/tmd/mnamp/tmd/di2m_en-au_mercerprivate_umbrella_blank.pdf

NTH0303

Private Portfolio Collection Retirement Balanced

https://documents.feprecisionplus.com/tmd/mnamp/tmd/ybba_en-au_mercerprivate_umbrella_blank.pdf

 

Please contact us using the details below if you want more information. We are committed to ensuring the privacy and security of your personal information.

YPartners Head Office

Office Location: Level 8 / 185 Victoria Square, Adelaide SA 5001

Postal Address: GPO Box 2940, Adelaide SA 5000 5001

Telephone: 08 8110 6400

PDK Financial Solutions Pty Ltd (ABN 67 008 126 396) is an authorised representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence No. 232 705, Level 24, 33 Alfred Street SYDNEY NSW 2000.
This web page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please note that any taxation and accounting services are not endorsed nor the responsibility of Hillross Financial Services Limited.
If you decide to purchase or vary a financial product, your financial adviser Hillross Financial Services Limited, Level 24, 33 Alfred Street SYDNEY NSW 2000, and other companies in the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments.