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Everything we do puts your needs first.
“We’re wealth advisors who assist Australian business owners, professionals & families who value protecting & growing their wealth for generations to come”.
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1
How would you best describe yourself?
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I'm DIY but I'd like to pay for a one-time plan.
I'm looking for an advisor team to provide ongoing proactive wealth management.
I'm looking for access to private equity and lending opportunities.
I'm not sure yet.
Other
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2
Where do you mainly invest?
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Property
Managed Funds
Australian Shares
International Shares
ETFs
Private Equity
Fixed Income
Term Deposits
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3
How did you hear about York?
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Your Accountant, Lawyer or Advisor
Podcast - "The Rate Of Change"
A Friend, Family Member or Colleague
LinkedIn
YouTube
Facebook
Other
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4
What's your name?
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First Name
Last Name
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5
Approximately how much is your net wealth including investible assets, superannuation and property?
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$1M-$2M
$2M-$2.5M
$2.5M-$3M
$3M-$3.5M
$3.5M-$4M
$4M-$4.5M
$5M Plus
Less than $1M
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6
Anything else you'd like to say?
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7
What's your email and I'll reach out to you.
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example@example.com
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8
What's your best phone number?
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Please enter a valid phone number.
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