Jade Eley - Director

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Jade and his team from Plan 4 Financial Solutions have recently merged with Y Partners in 2022. He has been an adviser since 2013 after working in corporate finance roles for several years and became managing director of Plan 4 in 2015. As owner/manager of his own financial planning practice for the past 7 years, Jade brings considerable experience to the management team at Y Partners.

 

Jade specialises in working with medical professionals, business owners and higher net-wealth individuals to manage tax-effective wealth creation and financial protection strategies for their future wellbeing. He provides the discipline and support needed to see these strategies through to fruition and has a keen personal interest in portfolio management where he is an integral part of the Y Partners investment committee. He also sits on several national consultancy groups within the Hillross advice network for the betterment of clients and the dealership.

 

Outside the office, Jade enjoys family time with his wife and daughters and has a passion for guitars and music after spending his earlier years as a touring musician.

 

 

Qualifications

Master of Financial Planning

Graduate Diploma of Financial Planning

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Areas of expertise

Tax-effective wealth management • Retirement strategies • Self-managed superannuation • Personal insurance