Business Details
Trusted Accounting & Financial Advisory Services in Adelaide
At Y Partners, we prioritise understanding your unique needs to deliver tailored financial solutions. With over 30 years of experience serving South Australian businesses and families, our team combines technical expertise with a client-centric approach. We specialise in accounting, tax compliance, and business performance reviews, leveraging cloud-based technology to provide real-time insights. Our financial advisory services, supported by Hillross, focus on wealth management, retirement planning, and insurance strategies.Our HR specialists ensure compliance and strategic alignment, while our mortgage consultants offer no-obligation loan assessments. We are committed to fostering long-term partnerships, combining local knowledge with industry-leading standards to maximise your financial success.
Services
Tax & Accounting
Financial Advisory
Human Resources
Cloud Solutions
Mortgage & Lending
Highlights and features
- We have over 30 years of experience serving South Australian businesses and families.
- Our team combines accounting expertise with cloud-based technology for real-time insights.
- We offer no-obligation mortgage consultations with access to 40+ lenders.
- Our HR specialists hold Chartered Accountant and CPHR certifications.
- We partner with Hillross to ensure regulatory compliance and up-to-date technical knowledge.
Associations and certifications
- Australian Financial Services Licence
Services
Tax & Accounting
We provide comprehensive tax compliance services, business performance reviews, and cloud-based bookkeeping. Our team prepares tax returns for individuals and businesses while offering strategic financial advice. With over 30 years of local experience, we help clients maximise refunds and mitigate liabilities through proactive tax planning.
Financial Advisory
As Hillross-licensed advisors, we offer financial planning, superannuation strategies, and investment advice. Our services include retirement planning, insurance coverage assessments, and wealth protection strategies. We develop personalised plans to align your financial goals with tax-effective solutions for long-term security.
Human Resources
Our certified HR specialists provide compliance reviews, policy development, and workforce planning. We assist with employee disputes, recruitment processes, and strategic alignment of HR practices with business objectives. Services include FairWork compliance and customised HR procedure implementation for South Australian businesses.
Mortgage & Lending
We offer mortgage consulting with access to 40+ lenders for home loans, refinancing, and debt consolidation. Our accredited consultants provide no-obligation assessments to help clients secure competitive rates. We specialise in structuring loans to improve cash flow and support financial freedom.
Cloud Solutions
Our cloud-based bookkeeping integrates with MYOB and Xero platforms for real-time financial tracking. We handle data entry, BAS preparation, and payroll processing while providing regular performance reviews. This technology enables clients to access up-to-date financial information from anywhere at any time.
People
Georgi Collins
Accounting and HR Specialist
Chartered Accountant and Certified HR Practitioner with expertise in aligning business strategy with workforce management. Specialises in compliance reviews and strategic HR planning for South Australian businesses.
Ben Silby
Tax & Accounting Team
Experienced tax advisor focusing on compliance and business performance reviews. Provides strategic financial guidance to individuals and businesses across multiple industries in South Australia.
Jade Eley
Financial Advisory Team
Accredited financial planner offering retirement strategies and wealth protection solutions. Works closely with clients to develop personalised investment and insurance plans aligned with long-term goals.
Edward Bartels
Mortgage & Finance Team
Accredited mortgage consultant with access to 40+ lenders. Specialises in home loans, refinancing, and debt restructuring solutions to improve client financial outcomes.
Debra Hann
Senior Consultant
Senior advisor with extensive experience in business advisory services. Provides strategic guidance on tax planning, compliance, and operational improvements for small to medium enterprises.
Questions
What accounting services does Y Partners offer?
We provide tax compliance, business activity statements, payroll processing, and business performance reviews using cloud-based software for real-time financial insights.
Do you offer financial advisory services for retirement planning?
Yes, our Hillross-accredited advisors specialise in retirement strategies, superannuation, and wealth protection tailored to your personal financial goals.
Can you assist with mortgage refinancing?
Our accredited mortgage consultants offer no-obligation assessments to help you secure better rates or restructure loans across 40+ lenders.
What HR support is available for businesses?
We provide compliance reviews, strategic HR planning, employee dispute resolution, and policy development to align your workforce with business objectives.
Are your services available outside Adelaide?
While based in Adelaide, we serve clients Australia-wide through cloud technology and virtual consultations for accounting, financial, and HR services.
How do you ensure data privacy?
We comply with AMP's Privacy Policy, offering secure data handling and allowing clients to request access or opt-out of communications at any time.
