Your Financial Planner

28/05/2026

28/05/2026

Last week, Paul Rogers from our Your Financial Planner office presented at the open forum 'Our Hills, Our Future,' which brought together the community at the Belgrave Inspiro hub. Congratulations to Elliot Bell from Bell Real Estate Belgrave for facilitating a bipartisan event that opened discussion on the challenges we are facing in our community.

The inaugural event was successfully attended by residents, business owners, and families who gathered with their neighbors to discuss concerns about the bigger economy's impact on our local community and what can be done to support each other.

The event was warmly received, with attendance from Federal Member for Casey Aaron Violi MP, representation from State Member Daniela De Martino MP's office, and Local Yarra Ranges Councillor Peter McIlwain and Mums of the Hills.

Thanks to Joel Sargeant from Your Lender and James Mclean from Finer Finishing Detailing for providing a door prize for the evening.

Feedback has been positive, and we look forward to participating in future events. Feedback is welcome, or if you missed this event, feel free to leave some suggestions or questions for the next one: https://form.typeform.com/to/o70VCmzE or contact Paul via [email protected]

06/05/2026

Save the date & secure your tickets - follow the below link for details. We hope to see you there. https://www.eventbrite.com/e/our-hills-our-future-whats-the-big-picture-tickets-1987661450906

11/02/2026

Looking forward to the next Hills Networking event.
Great to see Mountain Men & Mums of the hills support local small business.

Do you live on or around the mountain and work from home and or own or works in a local business? Do you miss out on after work socialisation and...

24/12/2025

Merry Christmas from our team to you and your family's.
All the best for 2026.

06/11/2025

Good luck to all the participants, hope the training is going well. We look forward to seeing you there.

🚴‍♂️ A Huge Thank You! 🚴‍♀️

We’re incredibly grateful to Your Financial Planner (YFP) for sponsoring this year’s Rob Monk Handicap Cycling Race. Their support helps us keep this event alive and thriving for our cycling community. 🙌

YFP are passionate about helping people achieve choice, confidence, and control in their financial future. They provide expert advice in:
✅ Superannuation & Retirement Planning
✅ Investment & Portfolio Management
✅ Personal & Business Protection Insurance
✅ Cashflow & Strategic Planning

With a dedicated team led by Paul Rogers and Scott Redpath, YFP takes the time to understand their clients and create tailored plans that simplify the complex world of finance.

Thank you again, YFP, for backing our riders and our event! 👏

Learn more about them here 👉 https://yfp.net.au

11/06/2025

Glad we could help out such a great social group. Thanks for all you do in the community Mountain Men 👍🏻

Mountain Men extends our sincere thanks to Paul Rogers from Your Financial Planner, Joel Sargeant from Your Lender & John Bouloukis from FinQuick for their ongoing support.

Through their community give back program, these local businesses have generously contributed donations to cover our upcoming quarter’s overhead expenses. Additionally, they have pledged to continue giving back with every Mountain Men member they assist.

If you're in need of financial planning, lending, or asset finance services, we encourage you to consider supporting the businesses that support us.

Feel free to reach out to them as per below:
Paul - [email protected] / https://www.linkedin.com/in/paulrogersfp/
Joel - [email protected] / https://www.linkedin.com/in/joelsargeantyl/
John - [email protected]

24/12/2024

On behalf of the entire Your Financial Planner team, we wish you and your families a Merry Christmas and a Happy New Year.

Working with you in 2024 has been fantastic; we look forward to a bigger and better 2025.

Our office is closed until January 6th, but Scott & Paul will be available on our mobile numbers. If there is anything that you need during this period, please do not hesitate to contact us.

Once again, thank you for your ongoing support and we look forward to working with you again in 2025.

31/08/2024

Last week we had productive discussions with Aaron Violi MP & Senator Jane Hume on making financial planning more accessible and affordable.
Great to see our local MP support shaping a future where every Australian can confidently navigate their financial journey. Financial Planner

14/07/2024

I recieved a review on Adviser Ratings today. A simple compliment or review remind us why we work for ourselves.

We put clients best interests first every time we deliver a financial plan. This helps build client confidence.
Good financial decisions start with education. Setting goals and understanding how to achieve them is key to staying motivated.

Monday will start with a smile :-)

https://www.adviserratings.com.au/showReview/6036639