Our Company

Welcome to PY Financial, where our Advisors provide solution driven tailored advice, specialising in investment and retirement solutions for high net wealth individuals since 2018.

Our team has years of experience working with high net worth individuals across Australia and abroad and understand the complexities of managing large sums of money.

We are fully committed to the fiduciary standard, which means we always act in your best interests.

PY Financial Pty Ltd and its Authorised Representatives are licensed by Apex Macro Financial Group (ABN 33 617 164 413)

Australian Financial Services License 498715.

To find out more about Apex Macro, please visit their website www.apexmacro.com

Our Services

We offer a variety of solution-driven advice tailored to your needs.

Investment Management: We develop customized investment strategies based on your personal goals, risk tolerance, and time horizon.

Wealth Planning: Our team provides comprehensive wealth planning services that cover superannuation, retirement planning, and more.

Risk Management: We help you reduce risk and protect your assets through insurance solutions, estate planning, and other strategies.

Wholesale Investors: Access to investments that include fixed Income solutions such as bonds, structured investments, private equity, and more.

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