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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.

    What areas of financial planning are you looking for advice on?

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.

Property Planning Australia Financial Planning Has Been Rebranded

As announced by Property Planning Australia on Friday 1st May, we have rebranded Property Planning Australia Financial Planning to Yield Financial Planning.

Yield Financial Planning and Property Planning Australia’s teams continue to work alongside each other to deliver a cohesive client experience across our combined services.

We’ve done this to make it outwardly clearer that we provide full-service Financial Planning advice and one of the many advantages of this, is that we can bring our clients and subscribers an exclusive newsletter, focused on their financial plan.

Please take the time to have a look at Yield’s new website.

To discuss your Financial Plan, email info@yieldfp.com.au or call 03 9819 0699.  We welcome the opportunity to assist you and to answer any questions you may have.

This is an exciting change and we look forward to delivering our evolved Financial Planning service and advice to you in the years ahead.

“GOOD FORTUNE NEEDS GREAT PLANNING”

 


GENERAL DISCLAIMER:

The content of this presentation is intended to be general information only and has been prepared without taking into account any person’s objectives, financial situation or needs. Each person should consider its appropriateness having regard to these matters or obtain relevant professional financial advice before making any financial decisions.  Examples are illustrative only. Each person should obtain any relevant professional financial, taxation and social security advice before making any financial decisions.

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About Yield - Financial Planner Melbourne

Who we serve – We help time poor professionals and business owners who intuitively know they should be doing more to improve their financial position and are seeking an expert to guide them on financial planning strategies. Our clients want personalised financial planning advice and to feel empowered and confident that they can achieve a secure transition to retirement.

What we do – We gain a deep understanding of your current financial position and preferences, what you value and want to achieve. We then help you develop a highly personalised financial plan, to show you how to make your money work harder for you. Ongoing we regularly monitor and measure progress against your plan projections, to show you how you’re tracking and help you manage change to your advantage.

How we do it – We apply our proven expertise in investment markets (Shares & Property), Tax and Debt structuring, Retirement Planning, Risk management and Estate planning, to help you reorganise the way you use your money to achieve your desired outcomes.

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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.