Y Partners

Our team was proud to take part in the 2026 Vinnies CEO Sleepout, helping raise awareness for South Australians facing homelessness.

As a team, we raised over $45,000, and thanks to the generous dollar-for-dollar support of the AMP Foundation, that total grew to more than $95,000. Y Partners was also recognised as South Australia’s highest fundraising team, with Richard receiving the First Timer First Prize.

Thank you to everyone who was able to donate and support such an incredible cause.

Welcoming Matt to the Y Partners team today! Matt is joining Scott’s team as a Senior Accountant, and we’re so happy to have him on board with us! 🙌

30 June is approaching, making now a good time to review your records, expenses and any tax planning opportunities before the end of the financial year.

A little preparation now can help make tax time much smoother. Please contact our team if you have any questions ☎️

Today we welcome Nick to the Y Partners team! Nick is joining our team as a Client Services Officer in Financial Planning. Nick’s currently an undergraduate at Adelaide University studying a Bachelor of Commerce (Banking and Finance). We’re excited to have him on board! 🎉

Y Partners is proud to be taking part in the 2026 Vinnies CEO Sleepout.

This year on the 16th of June, Ben, Georgi, Marie, Richard, Les, Rebecca and Jade will be sleeping out to help raise awareness and funds for the many Australians experiencing homelessness.

One night outdoors is only a small glimpse into the reality faced by so many people every day. Funds raised through the CEO Sleepout help Vinnies provide crisis accommodation, food, support services and pathways to secure housing.

If you are able to donate, please click the link in our bio or below to support the cause:

https://www.ceosleepout.org.au/fundraisers/ypartners2026

Together, we can help make a meaningful difference.

A beautiful afternoon by the sea with the Y Partners team 🌊

The Y Partners team enjoyed a staff event at the West Beach Sea Squadron, where Aldo volunteers, with plenty of laughs, friendly competition and great company all around.

A few of our team members hosted a quiz and trivia session with prizes, along with some fun games and the Y Partners band treated us to a few songs as the afternoon rolled on.

It was a great chance to relax and enjoy some time together outside the office.

Last month, Greg came back from retirement for a very valuable training session with our Associate team!

The team loved his engaging style, the deep dive into technical strategies, and the way he made complex concepts easy for everyone to understand. Greg’s passion for financial planning and years of experience made for an unforgettable training session. A real privilege to learn from Greg’s experience once again – and nice to have him back for a day! 🙌

Great to be a part of the Fat Farmers breakfast this morning. 💪🤝

A simple idea making a big difference — farmers getting together to walk, train and talk. A great initiative encouraging farmers and rural communities to focus on their physical and mental wellbeing while supporting each other along the way.

We’re thrilled to share that Georgi has been selected as a finalist in the Accountants Daily Rising Stars Awards in the Multiservice (Accounting & HR) category!

This recognition is a testament to Georgi’s dedication, expertise, and the incredible impact made across our clients and team. We couldn’t be prouder to see this hard work celebrated on a national stage.

Georgi will be attending the awards event on 24 April!

🌟 Congratulations, Georgi. Best of luck at the awards! 🌟

We’re excited to welcome Danii to the team as our new Head of Operations & Strategy in Accounting! She brings a wealth of experience, and we’re thrilled to have her on board 🙌