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YML Insight July 2015

In today’s meeting the Reserve Bank of Australia (RBA) decided to leave the cash rate unchanged at 2.00 per cent.

You’ve known us for years as Yoav Mark Lewis Chartered Accountants or as Acctpro, but we are proud to commence the new financial year as our new brand, YML Group.

This year marks our 22-year business anniversary – 22 years, and now, a fresh new look. We started the business as a chartered accounting firm and today we are so proud to have grown this business into a comprehensive financial services organisation.

Many of you have come to know us through a single service – and we’re betting you’ve never realised that we offer so much more.

At YML Group, we’re proud to offer our clients expert advice on Accounting, Tax, Financial Planning, Super Solutions, and Business Services & Finance. Managing individuals and SME companies, YML’s dynamic team can assist you to reach your financial goals and maintain long-term financial success. We address our client’s needs holistically, and our information sharing practices ensures that we offer due consideration to all aspects of your individual and often unique financial situations.

YML Group is now built on five specialised divisions – meaning we offer individualised, integrated plans to satisfy any financial service you may require. If you’d like to learn a little more about YML Group, check out our short video here

We can assist you with:

Finance

  • Arrange a Personal, Car, Residential or Commercial loan with YML
  • Negotiate, refinance, and consolidate your financial position
  • Discuss your financial security and Superannuation plan

Finance

 

Business services

  • Boost your Financial Performance
  • Develop your Performance Management and Strategic Planning needs
  • Assess your business Risk Management strategy

Business Services

 

Financial planning

  • Develop your personalised portfolio and wealth creation strategy
  • Plan for your retirement, make your estate arrangements
  • Maximise your Superannuation, and insure against the unexpected

Financial planning

 

Super solutions

  • Develop your ideal investment plan, self-manage your super, and succeed with YML
  • Learn how your super can buy you property
  • Manage your audit, administration, and tax reporting

Super Solutions

 

Chartered accountants

  • Plan, prepare, and lodge your tax returns with YML, advice included
  • Overseas investor? We manage international tax, and connect businesses to Australia
  • Our accountants cover all business needs, from Audits and Company Secretarial to business programs, valuations, and financial statements

Chartered accountants

 

Our company’s recent name change and rebranding process means we may look a little different to you. You’ll notice changes to our look – from our stationery suite to our office signage and of course, our website

We’re excited about these changes, and we hope you are too – take a look and let us know what you think!

We’ll be offering all sorts of useful tips on our facebook page, plus you can check out the photos from our recent Launch Event (25/6). Like and share our Facebook page – we promise, you’ll be glad you did.

We’d also like to extend a warm welcome to Judy Swan, the newest addition to the YML family.
Judy Swan, principal solicitor and notary public, has joined YML Group to head up the YML Legal division – this is a great complimentary service to our financial services’. Welcome Judy! We look forward to a long and prosperous partnership.

As always, we know we wouldn’t be here today without you. YML Group would like to thank you for your loyalty, support, and partnership over the years. We look forward to doing some great business together in the coming months and years!

The YML Team

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