My mission is helping clever businesses and smart individuals to drive sustainable wealth.Together with my team at Silver & Young, we supported more than 3000 business professionals in the Sydney area and beyond to reduce tax, create financial wealth and retire earlier where possible. I apply my tailored personal advisory based on the foundation of more than 20 years in the financial planning industry and similar time as company director.I help private clients in the age 35-50 years with investment advice towards lifestyle and income protection including their loans and concrete financial situation. Those above the age of 50 are often missing retirement plans in place. Together we plan against fallbacks doe to misfortunes or unforeseen events to not fall back where they started, rather increase step by step. This way my clients achieve a higher risk resilience and preparedness towards peace of mind.Beyond serving my clients, it is important for me to give back to community. I have a passion to support local and international organisations with volunteering activities including the Australian Red Cross and Greek Community of Liverpool. As an example, I coordinated the publishing of a cookbook that sold over 1500 copies and raised over $45,000 for the Liverpool Hospital and to other charities.Please connect with me on LinkedIn and reach out by phone (02 9600 7759) and via email (dimitri@silveryoung.com.au).
Listed skills include Finance, Accounting, Tax, Financial Planning, and 24 others.