Wealth Management
York's experienced Wealth Managers understand the needs of investors and their families. We understand that each investor is unique and we pride ourselves on our ability to provide superior proactive advice and investment solutions.
By partnering with York, you will be joining a firm owned by the people who work for the business. We have built our reputation on putting your needs first, whilst we help you at each stage of your wealth creation.
Our Wealth Managers will provide you with expert advice and access to the following services:
- Broking & Execution
- Portfolio Reviews
- Platform Solutions
- Domestic Equities
- Model Portfolios
- Exchange Traded Funds
- Listed Investment Companies
- Managed Funds
- Self Managed Super Fund - Investment advice
- Industry Leading Research
- Corporate Flow - IPOs, LICs, Hybrid Notes & Share Offers
- Cash Management Accounts
- Term Deposits