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We empower our clients to reach their goals, to live their best lives.
Our vision is to transform how people engage with financial services, throughout their life stages.
Our mission is to become our clients’ trusted partner. Providing advice, insights and services, to ensure our clients meet their financial goals. We deliver this in a way that is easy and simple to understand.
We believe that to achieve the goals that are meaningful to you, your trusted adviser needs to look beyond achieving investment returns. As the custodians of your wealth, we build a deep understanding of your circumstances, relationships and preferences, so your assets are appropriately aligned to your personal objectives.
Our advice process aims to build a clear road map, the right strategies and a backup for the unexpected so that you have high probability of staying on track. You will be supported by our highly skilled and holistic financial advisers, who will navigate the noise and provide you with timely advice.
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Accounting is not just about recording the past. At Yarra Lane, we believe that taking a proactive approach to your accounting and taxation affairs, can be the difference between success and failure. Built on the knowledge that we have accumulated over 40 years, we know that having a tax effective structure is critical from the outset. We spend time with you, making sure you are setup correctly for future success.
We don’t tell you what to do, we show you what other successful people like you, have done.
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Unforeseen events can happen to any business or organisation. However, with an effective insurance program you can mitigate your risks and prevent devastating disruption to your business. Our highly qualified and experienced commercial insurance specialists will lead you and your stakeholders through the insurance process. We ensure that your insurance program addresses the risks specific to your needs and are structured in an effective manner so your premiums are sustainable and ready when you need them.
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Understanding law is complex, especially when your need is triggered by an unexpected life or business event. At Yarra Lane, we can make the legal process as smooth as possible for you. Established in 2004, our practice has built a knowledge base of complex pharmacy transactions, family law disputes, business agreements and other legal matters. Our team of legal professionals will have ‘your back’ and will go the extra mile to give you the best chance of success.
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Sara Jankovic
James and Jaharah were fantastic to deal with and made the process of buying our new home seamless. They ensured we were kept up to date throughout the entire process - highly recommend!
Brady Sayer
We are so glad to have Yarra Lane in our corner! Sam Bye has been our accountant for a couple of years now, and Ivana Mijac recently helped us secure our next home. Both individuals are so helpful, professional and a wealth of knowledge. We love how Yarra Lane has a number of different arms within the business, looking at your finances from every angle rather than just one area. We feel so confident now with our financial goals, knowing we have a wonderful team of experts just a phone call away. Highly recommend & thanks Yarra Lane!
Mark Winiarski
Brilliant service from Chris, Aartee, Trisha and the team. Made us feel very comfortable through the process, were very responsive to our needs and questions and importantly got us a great outcome. Highly recommend!
Hannah Christensen
Yarra Lane Group is brilliant and we couldn’t be happier with the service we’ve received. After our initial financial advice, Yarra Lane helped us with our tax and refinancing our mortgage. Every single person who has helped us had been an absolute joy to deal with. Quick to respond and happy to explain when we didn’t understand something. David Moloney is particularly wonderful and we are managing our finances so much better based on his advice. Aartee and Trisha were amazing when we refinanced. I’d give 10 stars if Google review would let me!
Sarah H
We had a fantastic experience with Yarra Lane. The team, in particular Ivana, really went above and beyond to organise us and help us understand all our options and loan details from start to end. We absolutely recommend.
Jack Nguyen
James, Jaharah and the whole team at Avant-Garde made my entire loan process absolutely seamless from start to finish. No question was too silly, everything was delivered clearly and promptly, would 100% have and recommend their assistance again without hesitation.
Purchasing a home is deeply personal and a key milestone for many. It can provide security, house what is most important and shelter your loved ones. Accordingly, our mortgage specialists understand it is not always a pure investment decision, you are achieving an important life goal. Which is why we take the time to understand your requirements and tailor a mortgage solution for your personalised needs.
Investing and understanding your tax position is in our ‘DNA’, where poorly thought-out debt structures can lead to below expected after-tax returns. Our mortgage team understand that they need to liaise with your tax specialist to implement a loan structure that improves your after-tax outcomes within the parameters of the legalisation.
Whether to secure your home, an investment property, a business or a commercial premises, we have a team of finance specialists that can help.
We do the heavy lifting from concept, to finance, to settlement and can compare and apply for a loan that suits you. We have access to a panel of over 40 lenders from the big four banks to credit unions, so you will have the comfort of knowing you will be getting a loan appropriate to you.
Commercial debt facilities can be complex, where unfavourable terms can stifle the cash-flow of your business. At Yarra Lane, we draw on our influence and experience to ensure your loans are competitive so your business can flourish.
Yarra Lane Finance Pty Ltd ABN: 93 108 784 425, Yarra Lane Finance Pty Ltd t/as Yarra Lane Finance is an Australian Credit Licensee, ACL Number: 392272
Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.
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