Financial planning has had some big changes in recent years, including how advisors get paid, higher standards for adviser qualifications, and a shift away from product-based advice.

The changes are positive for consumers and provide greater transparency in regards to how the industry operates. If you would like more information about these changes, please feel free to reach out to us. 

One thing that hasn’t changed is our need to provide information to prospective and engaged clients about what we can and can’t advise on, how we’re remunerated and any notable relationships we have with other businesses.

This is communicated via a Financial Services Guide, which you can find here for Yulania, as well as our licensee.

These may be updated from time to time and we will let you know when this occurs, but the documents here will always be the most up to date versions.

If you have any questions, please contact us.

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