Noel Yeates brings over 30 years of experience in private wealth and portfolio management, most recently with Macquarie. With a global background in IT and strategy at EY, Noel helps clients align their financial lives with legacy planning goals. His holistic approach focuses on four pillars—social, personal, financial, and familial—to create meaningful, long-term outcomes. Noel is driven to help clients ensure their wealth has purpose, their goals are met, and their legacy endures. Through active advice and implementation, he delivers clarity, structure, and measurable results.