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    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.

Investing For Yield

Investing for Yield means you are seeking income from your investment strategy.

There are several reasons why investing for Yield may be a great strategy, but fundamentally it always needs to tie back to your specific investment objectives. For example, it is typical for retirees to invest for yield given they need their investments to provide income to meet their living needs.

There are several options that exist to generate Yield from your investments. Below is a chart that reflects a large majority of them, including how they can typically perform from a risk return objective. The vertical axis reflects relative return, whereas the horizontal axis reflects relative risk.

A characteristic of investing for Yield is that it generally means lower risk, when compared to the pursuit of pure growth. However as this chart highlights there will almost always be a trade-off for higher returns, in the form of higher risk.

The way to determine the right investment blend is to consider short, medium and long term goals and objectives, personal risk profile and whether capital preservation or growth is the key investment objective.

Contact us at Yield Financial Planning.

“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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