ABOUT US

Your Life & Money Matters  is a boutique firm created to assist younger generations be financially successful and live the life they want to live by taking control of their finances.

Everyone’s financial journey and goals are different, YLMM uses all the financial disciplines to help clients live their own lives with their own money, in a way most suited to their needs.

We are qualified and experienced in helping people of all age groups and life stages manage their financial endeavours.

In our experience with more mature clients, it is those clients that started good habits in their youth who are most financially satisfied in life. Our goal is to help start those good habits and keep you on track to build your future.

YOUR ADVISER

Keryn Batsilas

Keryn is the Founder of Your Life & Money Matters, she is a licensed Financial Adviser
specialising in working with Women, Couples and Families, helping them to live their best life now and in the future. Keryn has worked in
financial services for over 19 years and 10 of those as a Financial Adviser. She has three young children and values spending time with family and friends.

In 2018 Keryn founded Your Life & Money Matters, driven by two key factors;

  1. To create a more flexible way to do what she loves yet be there for her children.
  2. To serve and guide clients of her choosing with a focus on establishing and building
    financial foundations for women and families.

From experience Keryn ahs seen that building your financial foundations early in life will help you achieve financial freedom sooner, she has seen this time and time again with her clients, it is rarely those that earn the most that lead the most fulfilling or financially free lifestyles.

Keryn created the Your Life and Money Matters Advice Journey framework to help those that are often overlooked for not having “assets”  but can befit most from sound financial advice.

Keryn is licensed by ASIC through Clarity Financial Services and holds a

Diploma of Financial Planning
Advanced Diploma of Financial Planning; and
is currently studying a Master of Financial Planning.

ADVISORY BOARD

It is fantastic to be able to offer a truly boutique and personal experience to clients. However there are some benefits to clients in having a larger team. To ensure our clients access the best of both worlds, we work with a team of experts that form our Advisory Board, this helps us to ensure we deliver the best advice to our clients.
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Clarity Financial Services

The team at Clarity Financial Services have a combined experience of over 40 years in Funds Management, Life Insurance and Compliance and provide Technical and Compliance support to us to ensure we provide quality advice to you.
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ASSOCIATION OF FINANCIAL ADVISERS

The AFA has been the authentic voice of advice professionals since its beginning in 1946. Today, the AFA is a vibrant, innovative association whose members remain driven by a shared belief in the value of great advice for more Australians. The AFA provide training, legislative guidance and support to YLMM.