Your Life & Money Matters is a boutique firm created to assist younger generations be financially successful and live the life they want to live by taking control of their finances.
Everyone's financial journey and goals are different, YLMM uses all the financial disciplines to help clients live their own lives with their own money, in a way most suited to their needs.
We are qualified and experienced in helping people of all age groups and life stages manage their financial endeavours.
In our experience with more mature clients, it is those clients that started good habits in their youth who are most financially satisfied in life. Our goal is to help start those good habits and keep you on track to build your future.
Keryn is the Founder & Financial Adviser at YLMM. Keryn has over 12 years experience in financial services. Keryn created this business as a sole operator to allow for the provision of truly boutique advice and to create an environment where long term personal relationships with clients will flourish.
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Master of Financial Planning (currently undertaking)
It is fantastic to be able to offer a truly boutique and personal experience to clients. However there are some benefits to clients in having a larger team. To ensure our clients access the best of both worlds, we work with a team of experts that form our Advisory Board, this helps us to ensure we deliver the best advice to our clients.
Richard has over 30 years experience as a Financial Adviser, specialising in personal and business insurance. Richard consults with YLMM in regard to their insurance panel and strategies.
Fabio has worked all over the world as a Portfolio Manager. He has over 20 years experience managing money for clients. Fabio assists in creating investment portfolios for YLMM clients. Meaning when you join YLMM you are accessing specialist private office investment advice.
Fiona runs her own Accounting business and is keen to help our members with their Accounting needs. In the background Fiona provides taxation advice and strategy support to YLMM.
Avalon Financial Services
The Responsible Managers of AVALONfs have a combined experience of over 50 years in Funds Management, Life Insurance and Compliance and provide Technical and Compliance support to us to ensure we provide quality advice to you.
ASSOCIATION OF FINANCIAL ADVISERS
The AFA has been the authentic voice of advice professionals since its beginning in 1946. Today, the AFA is a vibrant, innovative association whose members remain driven by a shared belief in the value of great advice for more Australians. The AFA provide training, legislative guidance and support to YLMM.