Your dreams, our drive.
There’s advice that can change your day. Then there’s advice that can change your life and the lives of those you love.
About Us
Yarra Wealth is a boutique and unconstrained wealth managment organisation, acting as a trusted advisor to high net worth individuals, families and foundations. With the support of our strategic partners we help our clients make sensible and deliberate decisions about their money.
At Yarra Wealth we strongly believe that the difference between putting your money to work and having your money work for you means we’ll never prioritise our own interests over yours. Ever.
Our Story
2016:
Following an over 15 year career at global Investment Banks, Merril Lynch and Macquarie Bank, Brian Francis established Yarra Wealth to provide a truly bespoke and client centric wealth offering.
2024:
With the support of our strategic partners Yarra Wealth has materially improved our clients’ financial positions and has fostered loyal and trusted relationships, highlighted by a client retention rate of over 95% since the firm’s inception.
Our Services
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Our philosophy starts with gaining a deep understanding of our clients, their needs and aspirations. Only when we truly understand our clients’ needs, can we work with them to achieve their goals through delivering a tailored and integrated wealth solution.
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A strategic plan is only as good as its execution. We work together with our clients’ other trusted professionals to implement the necessary changes to help improve their financial position.
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We provide ongoing unbiased financial advice, care and support to ensure that when things change, our clients continue to feel confident, secure and excited about the future. It is our mission that all our clients view their relationship with our firm as a life partnership in wealth management.
Hence our belief: ‘It’s business, but it’s personal.’
