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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.

Yield’s Annual Investment Returns for 2021

2021 investment returns
Pay off mortgage or invest
Wealth Creation Investment planning needs great foresight with a structure that is bespoke for your needs and a portfolio that is in line with your risk profile and considerate of what you are comfortable with.

Yield’s audited investment returns for 2021 are in, and we are pleased to report it has been another strong year for our clients.

Independently audited by Accounting Adviser Services, Yield Financial Planning has been using this service since January 2019, to provide insight on Yield’s performance, that can be relied on.

The three audited portfolios, reflect the most common risk profiles of our clients, being Moderately Conservative, Balanced, and Growth, and are benchmarked against Mercer funds for comparison.

2021 investment returns
*Inception Date – 02.01.2019 **Mercer Indicators – 31.12.2021

Given the size and reach that industry funds have in the market, we also compare our returns to a basket of well-known industry funds for further insight.

2021 investment returns
Rest Super Comparison
2021 investment returns
CBUS Super Comparison
2021 investment returns
Aware Super Comparison
Hostplus Super Comparison
*Australian Super is the biggest industry fund, but its returns are only released at the end of the financial year.

Yield Financial Planning Investment Philosophy and Approach

At Yield, our investments are governed by an investment committee made up of Yield Financial Planning’s Managing Director James McFall, Head of Research at Lifespan Financial Planning, John Kounadis, and Partner Stockbroker at RED Asset Management Ben Brockhurst.

Meeting monthly, the committee monitors macro trends impacting the economy, both global and domestic, assessing and tracking risks including economic, political, legislative, and market.

Our investment philosophy is change when change is needed, not change for change’s sake and we generate our outperformance adopting strategic asset allocation and investment selection through the cycle.

Depending on our client needs, Yield offers a diverse approach to investment management. This includes managing portfolios to a specific risk profile, such as the audited funds we have illustrated.

We also tailor portfolios to the bespoke needs of High Net Worth Individuals (HNWI), by developing portfolios around the other investments you own or wish to invest in, such as direct property or shares.

Developing a Wealth Creation Plan that is Personal for You

While investment performance is important, there are fundamental building blocks to achieving investment success.

These include your risk profile, income needs, retirement intentions, debt management, and lifestyle needs and desires.

Once we understand what is important to you, we can help you develop a plan that builds on the strategies you already have in place or are considering, including an investment portfolio that helps you achieve your objectives and improves your position.

Contact us now for a no-obligation conversation and receive an exclusive copy of ‘The Good Fortune Guide’ or learn more about our wealth creation advice.

Important Note 
Any information provided here is general advice only and does not consider your objectives, financial situation or needs. This information should not be taken as comprehensive and does not constitute legal or financial advice. You should seek legal, financial or other professional advice before relying on any content. Yield Financial Planning is not responsible to you or anyone else for any loss suffered in connection with the use of this information. Information is only current at the date initially published.

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.