Celebrating One Year of Yeates & Co Advisory

1 July marked the first anniversary of Yeates & Co Advisory. It has been an exceptional first year, made possible by the trust, cooperation, and confidence of the clients who have joined us on this journey.

We are humbled by the support we have received and by the enthusiasm for a different approach to advice — one that places every aspect of our clients’ needs at the centre of the business.

Investment markets are never easy, but our first-year results demonstrate what can be achieved when clients remain the number one priority.

We are pleased to share that Jarod is now registered with ASIC as an authorised representative and can provide advice, alongside the exceptional work he already contributes behind the scenes at Yeates & Co. We are also looking to welcome new faces in the coming months, so watch this space.

The business has grown solely through referrals, driven by the quality of our advice, the outcomes we deliver, and the investment returns achieved for our clients. It is the highest compliment a business can receive, and we are truly humbled.

We are deeply grateful to our clients, referrers, and supporters. Your continued confidence inspires us to keep improving and to deliver even better outcomes.