YV Financial Services

At YV Financial Services, we believe financial advice should be more than just numbers—it should be about people, their goals, and their future.

Meet the Team

Founded in 1983 by Les King, our firm has been proudly serving the Yarra Valley community for over four decades. What began as a small local practice has grown into a trusted financial planning business with a reputation for delivering tailored advice and long-term client relationships.

In 2012, Steven King joined the business, continuing the legacy of personalised service while driving innovation and growth. Today, our office is conveniently located on the main street of Healesville, where our experienced team of five financial advisers work together to help clients achieve their financial goals, supported by our incredible administration and paraplanning teams, both onshore and offshore.

While our roots remain firmly in the Yarra Valley, our reach extends far beyond. We proudly service clients both locally and across Australia, providing expert advice and support wherever life takes them.

At YV Financial Services, we’re here to help you plan, apply, and succeed.

What makes us different isn’t just what we do, but how we do it:

A Legacy of Trust

With over 40 years of experience, we’ve built enduring relationships founded on integrity and personalised service.

Local Roots, National Reach

Based in the heart of the Yarra Valley, we combine the care of a local business with the capability to support clients across Australia.

Client-Centric Approach

We take the time to understand your unique circumstances and aspirations, ensuring our advice aligns with what matters most to you. Our advice isn’t one-size-fits-all—it’s personal, thoughtful, and designed to suit your life.

Commitment to Your Success

From the first meeting to the achievement of your goals, we’re with you every step of the way. We work with you to create a plan that fits your life—not someone else’s idea of success. And we’ll always take the time to explain your options clearly, so you can make confident, informed decisions.

Holistic Expertise

Our team of skilled advisers, paraplanners, and administrative staff work collaboratively to provide comprehensive strategies tailored to every stage of life.

Professional Advice with a Personal Touch

Our team combines technical expertise with genuine empathy. We stay up-to-date with the latest industry knowledge so we can offer you strategic, trustworthy advice—without the jargon.

From the first meeting to the achievement of your goals, we’re with you every step of the way.

We work with you to create a plan that fits your life—not someone else’s idea of success. And we’ll always take the time to explain your options clearly, so you can make confident, informed decisions.