Wealth advisory | Financial Management

Your Direction Financial

We are a Financial Advice firm providing personal financial advice to individuals, couples and families. Financial Planning is all about you.

What we do

We are a Financial Advice firm providing personal financial advice to individuals, couples and families. Financial Planning is all about you. As professionals it is our responsibility to:
w

Understand

Work with you on identifying what you want to achieve

Advise

Help you make a balanced and informed decision

Assist

Assist with implementing those decisions

Track

Track you to ensure you achieve your desired outcome

Our Story – About Chris

I have been an authorised adviser with Matrix Planning Solutions since 2007 and been helping clients achieve their financials goals since I joined the financial planning industry with AMP in 2004.

Helping people understand their financial position, set goals and watching them achieve them has been my motivation for growing in this industry.

I enjoy helping all clients, however, with a young family myself, a passion of mine is making sure young families are protected and working towards achieving their goals, whether it be buying a house, paying off, saving for school or even retirement. It’s never too early to get your plans in place.

Services

We stand with our clients by helping them make educated financial decisions through life events such as:

  • Buying a house
  • Having a family
  • Going through divorce
  • Getting married
  • Receiving an inheritance
  • Planning to retire
  • Unplanned business exits
“With a young family myself, a passion of mine is making sure young families are protected and working towards achieving their goals, whether it be buying a house, paying off, saving for school or even retirement. Its never too early to get your plans in place.”
“With a young family myself, a passion of mine is making sure young families are protected and working towards achieving their goals, whether it be buying a house, paying off, saving for school or even retirement. Its never too early to get your plans in place.”

Let’s chat

I would love to sit down for a coffee and hear about your financial goals.

Phone: 02 9899 7497
Email: contact@ydfinancial.com.au
  Office: Suite 8, 33 Windsor Road Kellyville NSW 2155
Post: PO Box 601 Kellyville NSW 2155