Get in touch with us

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Top 3

Certified Financial Planner

Our Melbourne based team of 10, with over 14 years of learning and innovation, are all focused on making our client experience exceptional; and as Strategic Wealth Management and Retirement experts, we are highly confident we can develop a personalised Financial Plan for you that aligns your finances to what you want from your life.

250

Empowered Clients we support

100+

Positive Testimonials shared by our clients

67+

Net Promoter Score, Exceptional for Financial Advisors

4

Professional Excellence Awards

Strategy + Investing Well = Financial Freedom

When you stop the leaks and invest well, you will enjoy true peace of mind

Strategic Wealth Management is more than just balancing your bank account. It’s about implementing investment strategies that build your wealth successfully and empower you to enjoy it, now and in retirement. Leveraging our 4 core strengths of investment strategies, investment structures, life insurance and financial advice for retirement; our wealth specialists will help you:

  • 1. Define

    Define the things that matter most to you in life

  • 2. Articulate

    Articulate what your current plan is; and

  • 3. Provide

    Provide a vision for you to achieve the things that you value, with measurable success

YOUR RETIREMENT STRATEGY

Let’s put you on the path to a self-funded retirement

Our team of retirement experts are handpicked and trained to identify the wealth creation strategies and retirement planning opportunities that others miss. We are big enough to deliver a consistently rewarding advice experience every time, but small enough for us to really get to know who you are and what matters to you. Everything is personal for us and that’s why, in our first meeting together we will identify:

  • 1
    What is important to you and the advice you are seeking
  • 2
    The ideal lifestyle you desire now and in retirement
  • 3
    Proven solutions to help grow wealth and retire in comfort

Your Financial Planning

Plan

Your future security and lifestyle rest on the decisions you make today. Let us help you to live a life you love now and to retire securely.

Grow

Lets identify investment strategies that match your risk profile and help you shrink your tax and debt bill, to really get your money working for you.

Protect

We will show you how to protect the wealth you have worked hard to create using a variety of risk management strategies including Life insurance.

Retire

Structuring your assets well to provide for your income needs is the most important aspect of retirement planning. Let us help you get it right.

Legacy

Financial decisions often have estate implications, such as taxation. Our advice will help you structure your affairs so that your loved ones are taken care of.

People We've Helped

We are privileged to serve clients that have shared their advice journey

Financial Planning

Plan

Wealth Creation

Grow

Retirement Planning

Retire

Testimonials

What Our Clients Say

Yield Financial Planning has provided us with professional expert sound advice. It is always a pleasure to deal James and his team who always have our best interests at heart and has set up a sound plan for retirement. James and his team have provided first rate advice and funds management. I have confidence in James’s competence and integrity.

I would like to congratulate Yield Financial Planning, for their high quality of care, expertise and knowledge they have provided in ensuring my future growth is heading in the right direction. These qualities have reflected both in results and the ongoing follow up as an existing client, which I find reassuring.

Have been with Yield for a few years as my financial planners, and was very pleased when they announced their Mortgage Brokering Services – their Broker had great communication, and at no time was I unsure of where we were in the process. Being my Financial Planner, I was much more comfortable knowing they had my interests at the forefront of all negotiations – rather than getting a mortgage broker off the street who is probably aligned with a bank. From a more financial perspective, Yield saved us over $5000 per year through reduced interest payments alone – I highly recommend looking into Yield Financial
Planning.

We have entrusted our wealth creation and future security with Yield Financial Planning for a number of years now. They truly are professionals who have stayed ahead of the game by making strategic decisions at the right time and have always given sound advice. Security for our future is in great hands. Thanks Yield Financial Planning!!!

Yield Financial Planning have been excellent in their advice and investment strategies being a pleasure to work with over many years. Their strategies and constant portfolio reviews making changes when needed have guided us right through from our working days, the GFC and now retirement. We hold Yield as being an invaluable necessity.

I’ve been with Yield for more than 10 years and I’ve found the advice invaluable in helping to navigate life’s twists and turns. Highly recommended 5 Stars!

Just the excellent service we receive and doesn’t matter how many questions we have; the staff are happy to oblige. They follow things through and let us think about important and critical matters methodically with a helping hand along the way. So  overall the Journey is pleasant, professional and comprehensive yet it is explained to you what could help you or your needs.

Renae Chapman & Tim Walsh
Angela Henwood
Wade Lamberth & Narges Bayat
Penny O’Grady & Trevor Shevchenko
Kevin & Anne Kennelly
Tim Prosser
Ken & Frances Moore
Trusted Melbourne Financial Planners

Delivering results for our clients is what drives us

We are proud of the positive client feedback we receive, which is evidenced by our Net Promoter Score (NPS®) 67+. An industry survey completed by Beddoes Institute ‘identified 50 or more reflected an objective benchmark of exceptional client service and performance’ for financial advisors.

 

Our Service DNA means:

  • We are highly responsive and we are here for you
  • We do what we say
  • We always put your interests before our own

Our investments regularly outperform benchmarks; and our plans and strategies deliver realistic and measurable results, tailored to your risk profile. If these are qualities you are looking for in a financial planner, Yield Financial Planning is your obvious first choice.

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Free Consultation

Free Consultation

Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.