Yarra Wealth Information

It’s business, But it’s personal. Yarra Wealth is a boutique Melbourne based wealth management organisation established by Brian Francis and Eli May. We have over three decades of combined experience being trusted advisers to high net worth individuals, families, foundations and institutional investors. With the support of our loyal clientele and strategic partners we created a dynamic, personalised and unconstrained holistic wealth offering. Yarra Wealth employs a long term conservative investment style aiming to deliver consistent after tax returns. We seek to achieve this through the specialised application of fundamental research, technical analysis and an active value based approach to investing. Yarra Wealth provides bespoke, innovative tax effective investment and timely risk management solutions across a wide range of asset classes including; equities (domestic and international), managed funds, fixed income and alternative investments. Additionally, we are proud of our cost effective institutional trade execution services and market leading portfolio administration and reporting service. At all times clients retain absolute beneficial ownership of their assets. Our philosophy begins with gaining a deep understanding of our clients, their needs and aspirations. Only once we truly understand your needs, can we work with you on achieving your goals. That’s why we say… It’s business, But it’s personal. Brian Francis ASIC authorised representative number: 1237455 Yarra Wealth Pty Ltd (ACN 614 962 435 ABN 68 513 065 643) is a Corporate Authorised Representative of MWH Capital Pty Ltd, (AFSL 338141, ABN 64 136 888 956 ).