Simon Yeo & Russell Kane
Combining Wealth Management, Strategic Advice and Stockbroking.
Our focus is on ensuring our clients achieve long term investment success, wealth generation and wealth preservation. We pride ourselves on excellent client service, delivering results and building strong relationships that endure.
Our Services for Clients
Wealth Management
We create and manage diversified portfolios of investments tailored to the specific goals and risk tolerance of our clients. We devise wealth management plans and investment strategies to enhance your financial wellbeing.
Stockbroking
Our presence and connectivity in Western Australia means we have the scale and infrastructure to uncover specialist investment opportunities. Harnessing the expertise of Euroz Hartleys’ extensive resources, we are supported by a locally based research team focused on producing institutional quality insights.
Strategic Advice
We build comprehensive financial plans tailored to specific goals and circumstances, encompassing cash flow and debt management, superannuation, tax optimisation and succession planning. We look to create a clear roadmap to enable our clients to navigate financial challenges, capitalise on opportunities, and achieve financial objectives.
We see your engagement with us as a long-term proactive relationship. We are backed by a specialist team, and can recommend an ongoing service package that reflects your financial complexity, needs and budget.
Simon Yeo
Private Wealth Adviser
Russell Kane
Private Wealth Adviser
Tyler Hurley
Private Wealth Adviser
Jess Langer
Private Wealth Adviser
Mitch Yeo
Private Wealth Adviser
Our Services Brochure
Our latest insights
One of our core pillars at Euroz Hartleys Private Wealth is education and sharing our knowledge with our client community. Our goal with the Wealth Insights section of our website is to explain sometimes technically challenging wealth management topics in simple and easy to understand language. The broad range of short videos and reports can be accessed here.
Some recent posts include:
