About us

Who we are

We are a financial planning business based in Sydney and have been providing professional planning advice since 1990.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • Financial Planning
  • Retirement planning
  • Superannuation
  • Investment planning
  • Mortgage Broking
  • Debt Management
  • Banking Solution
  • Wealth Protection
  • Wealth Management

We also provide general advice on:

  • Small Business advice
  • Company insurance

Meet our team

Douglas You

Financial Planner, Managing Director

Quan Lu (Edward)

Financial Planner

Keer (Coey) Guan

Financial Planner

Theresa You

Accredited Mortgage Consultant

Chin Kuan (Leonard) Moy

Accredited Mortgage Consultant

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Get Started

Come and chat with us about how we can help.

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