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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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Kristina Ellis
I had the pleasure of working with James and Jaharah to arrange finance for my first home. From start to finish, they demonstrated exceptional professionalism and made the entire process seamless and stress-free. Their communication was ...
Kylie White
Thank you James for your help with refinancing my home loan. It was such an easy process and your support and knowledge made it far easier than I expected. Thanks also Jaharah for your admin support. Highly recommend the team if you’re looking for financing.
Lynda T
Just want to take a moment to let the google world know how AMAZING it has been dealing with James and his team @ Yarra Lane Group. James has successfully identified banks that were able to help us secure our home loan without needing to ...
Swanon Syed
Mandy and James made the whole process very easy. Always approachable and ready to help. Highly recommended.
Rayda Raysa
Highly satisfied with the services. We purchased our first home, James was a very dedicated and helpful broker who was always available for any questions we had. Our conveyancer Mandy was also there guiding us dedicatedly throughout the process. Overall, a very satisfying experience with Yarra Lane Group.
Shaun Grandi
Seamless process, cannot recommend enough. Ivana Mijac and Christine Le were fantastic!
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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