Yashar Maghrebi

PSK Private Wealth

Bronze

7 Yrs Experience

Sydney, NSW 2000

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Yashar has been a financial adviser since 2017. He is highly qualified with a Master of Commerce, Graduate Diploma in Financial Planning and a Bachelor of Information. Part of an expert team of advisers spearheading personalised advice services, he specialises in areas including, wealth accumulation, personal insurance, investment strategies and planning, superannuation strategies and retirement planning, among others.

Working closely and communicating continuously with his clients, he enjoys finding the best personalised options for his clients to help them achieve their financial and life goals.

As a husband and a father of a young child, he understands how important it is for clients to protect their family’s future and grow their money by making informed financial decisions and is fully committed to helping each and every client attain their goals.

Click here to view Yashar's latest FSG

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Property Investment
Complex Investments
Tax Strategies
Growing Assets

Fixed/flat fee structure

5.00 July 2024

Yasher has been of very valuable assistance in regard to giving me advice in relation to my investments and my pension. I have found him to be always happy to advise and help me and I have great confidence in the advice he gives me. Yasher's advice has allowed me to have peace of mind especially in regard to the continuing management and growth of my investments.

5.00 June 2024

Yashar since the day that he took over our portfolio showed his communication skills. Keen to advise us on trends , growth opportunities and also ways of saving tax. With Yashar its not a one sided conversation - he is a keen listener and will go to lengths to ensure you understand the technical terms. He has the ability to make things that seem so wordy and complex to more basic information that we can understand. With his help we made decisions on our portfolios and have seen growth over the years. I am keen to continue this relationship. In closing, I will say he is professional, courteous and very approachable and likeable.

5.00 April 2024

Yashar took over when our previous adviser moved on, we have always found him to be pleasant, knowledgeable and most helpful. His advice has helped us to transition into retirement effortlessly without any concerns or issues. We are very confident moving forward and working with him to ensure our retirement years are financially secure.

4.50 April 2024

Yasher has been very forthright in his advice and very transparent.

He has successfully gained our confidence that he is advising as honestly as he can.

4.50 April 2024

Yashar made a number of good suggestions on changes to our allocated pension and associated investment plans which have had measurable positive financial results.