Who we are
Yarra Wealth is a wealth management organisation providing quality services to high-net-worth individuals, families, foundations and institutions.
Our philosophy starts with gaining a deep understanding of our clients, their needs and aspirations. Only when we truly understand our clients’ needs, can we work with them to achieve their goals.
It is our mission that all our clients view their relationship with our firm as a life partnership in wealth management.
Hence our belief: ‘It’s business, But it’s personal.’
Based on each individual’s personal circumstances, we help to determine the most suitable solutions for their needs.
Being the trusted source of information and the voice of reason, we guide our clients through the market cycles to stay on course towards achieving their long-term goals.
Brian has spent nearly 30 years managing client wealth, financial planning and investment requirements. Brian has built a successful career having worked for many years with global investment banks Merrill Lynch and Macquarie Bank and has worked globally including the United Kingdom and Australia.
Brian specialises in working with high net worth individuals and families, employing a long-term conservative investment style, aiming to deliver consistent after-tax returns. He seeks to achieve this through the application of a disciplined and evidence-based approach to investing.
With his strong belief in markets, coupled with his extensive experience in the financial markets around the world, Brian guides clients in their financial well-being and ideal lifestyle by helping them to determine investment actions that add value.