CONTACT US

Start a conversation.

If you’re considering a long-term advisory relationship, the first step is a 20–30 minute conversation to understand whether we are the right fit for you and your family.

Three short questions, and the right person at York will be in touch shortly after.

Call 0450 003 135
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STEP 1 OF 3

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WHAT HAPPENS NEXT
  1. 01You choose a timeAnswer three short questions, then book a call in our calendar at a time that suits you.
  2. 02A first conversation20–30 minutes, in person or by video, to understand your situation and whether we are the right fit.
  3. 03A clear proposalIf we are, we set out our recommendations and fees in writing before any advice is given.
WORKING WITH YORK

For professionals, managers and media.

Good advice rarely happens in isolation. We value relationships with the professionals who serve our clients, and with the managers whose ideas shape our portfolios.

PROFESSIONAL PARTNERS

Accountants, lawyers and advisers.

We work alongside our clients’ accountants, lawyers and estate planners, and we look for relationships with professionals who share our long-term approach.

  • Referring clients who need investment advice
  • Joint ventures and formal partnerships
  • Working together on shared clients
Start a partner enquiry
MANAGERS, MEDIA & THE RATE OF CHANGE

Present your investment or your ideas.

We allocate capital on merit and review managers continuously. If you manage a fund, a private equity or venture strategy, or a property or private markets investment, tell us about it. We also welcome podcast guest, media and speaking enquiries for The Rate of Change.

  • Managed funds and ETFs
  • Private equity and venture capital
  • Property and other private markets
  • Podcast, media and speaking

We will be in touch where there is a fit, and will request further material at that stage.

Make an enquiry
OUR OFFICES

Where to find us.

Meetings are by appointment, in person or by video.

SYDNEY

MLC Centre

Level 57, MLC Centre
19–29 Martin Place
Sydney NSW 2000

BRISBANE

Eagle Street

Level 19, 10 Eagle Street
Brisbane City QLD 4000

NOOSA HEADS

Sunshine Coast

Meetings by appointment.

GET IN TOUCH

Phone and email

0450 003 135
contact@ywm.com.au