Financial Advice

Are you ready to transform your financial life beyond what you ever thought possible?

Connect with Halle for a one on one financial advice consultation.

Financial advice for Financial Wealth Mastery (the private wealth creation- protection and accumulation road map) with Halle is just right for

  • professionals and their family
  • business owners, their family and their businesses
  • anyone committed to take control of their financial destiny

Halle will assist you in stepping into your power to have a sustainable financial future while at the same time building your financial legacy.

The following are the areas that Halle will guide you through:

For personal needs

  • Uncovering your money personality ( a set of attitudes that determine what influence your decisions about money and its management), and what is really important to you
  • Building and retaining healthy cash flow
  • Benchmarking your current financial reality for wealth enhancement
  • Indentifying and guiding you thorough your short , medium and long term goals
  • Creating a tailored financial road map for building your sustainable financial wealth
  • Protecting your most important asset; your income
  • Protecting your life, family’s financial future and assets against unexpected life events – death, total and permanent disability and/or serious sickness
  • Utilising tax effective strategies for wealth accumulation and retention
  • Saving and investing for your financial legacy

For business needs:

  • Key man (capital) protection
  • Revenue protection
  • Business overheads protection
  • Financial succession planning for business partners – Buy/Sell agreement

Halle has created a diverse client base over the last ten years and has advised high income earning individual professionals through to medium and small business owners, employees and their families.

Specialising in assisting with wealth creation and accumulation, personal and business risk management strategies and an understanding of what is really important to you, Halle has the skill set and experience to combine a variety of powerful tools to get real results for you.

The process

It is a fee-based advice, which means your best interest is taken care of and there is no conflict of interest. Most importantly you will have access to Halle’s speciality, experience and resources for your financial wealth mastery. The good thing is that your package will be uniquely designed to match your needs and objectives.

For clients who are committed to take control of their financial life, we engage in the following process:

Step 1:

Email Halle at info@halleyilmaz.com or inquiry at www.halleyilmaz.com/contact . Together we then begin to get to know each other a bit more and explore your financial planning and investment advisory needs. This starts the process before deciding whether an advisory relationship with Halle might be a good fit for both parties.

Step 2:

If we think we may be able to assist you, we then arrange a complimentary in person or online Skype consultation with Halle to assess your needs and goals in more detail and determine what Halle can do for you.

Step 3:

After step two, if both parties have agreed to work together then you will be introduced to the following process.

Halle Yilmaz - financial advice

Halle Yilmaz is an authorised representative ( No.290127) of Lifespan Financial Planning Pty Ltd trading as Lifespan Financial Planning ABN 23 065 921 735, AFSL  No: 229892. To find out how Halle’s services would benefit you.