Y Partners

Our team had a great time this week at the Meet the Next Generation of Financial Advice Professionals event, hosted by Adelaide University and MLC Australia.

Brenae, Lucas, and Jack connected with aspiring financial advisers and shared insights into career pathways within financial planning. Thank you to everyone who stopped by for a chat. We’re excited to see the next generation of talent entering the profession! 🌱

Welcoming Lee to the Y Partners team this week! Lee is joining Scott’s team as a Senior Accountant, and we’re excited to have her with us! ✨

Meet Jack!

Jack is one of our Financial Advisers who works closely with clients to help them plan for the future with confidence. He has a particular passion for helping clients navigate the journey to retirement, providing advice and strategies to support a smooth transition into the next stage of life.

Jack also specialises in wealth protection and personal insurance advice, helping individuals and families put safeguards in place to protect their financial wellbeing when the unexpected occurs.

Jack enjoys building relationships with clients, hearing their stories, and supporting them through every stage of their financial journey. If you’re looking for guidance on retirement or protecting your family’s future, Jack is here to help.

📞 Get in touch with Jack today to discuss how he can help you plan and protect your financial future: https://ypartners.com.au/contact-us

2026 EOFY celebrations with the Y Partners team! Excited for another year ahead

📢 Payday Super is now in effect

As of 1 July 2026, employers are required to pay employees’ superannuation contributions at the same time as their salary and wages.

If you haven’t reviewed your payroll processes yet, now is the time to make sure your business is meeting the new requirements.

We’re here to help. Contact our team today 📞

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.