Get The Advice
You Deserve
A Team You Can Trust With Your Financial Future
Celebrating 10 Years of Helping Clients Thrive
Yield Financial Planning was founded by James McFall in 2015, to help business owners and professionals grow wealth and retire securely. With a unique strength in property planning, we provide a lifelong partnership to our clients and families.
With 2025 marking our 10th anniversary, Yield proudly reflects a decade-long legacy of trusted advice, strong relationships, and a proven history of helping clients make confident decisions. Today, Yield is a team of 21 professionals united by our values and a shared vision: To Be Leading Specialist Advisors, Helping Our Clients Thrive Through Life’s Journey.
With offices in Melbourne and Sydney, we service clients nationally, as well as expats living overseas. Our head office is based in the leafy community of Surrey Hills, where we’ve built strong connections throughout Melbourne’s eastern suburbs and in Sydney, we are in the heart of the CBD and support a diverse group of professionals and business owners to thrive.
At Yield we know how you make money, keep it, and will even help you feel confident spending it, now and in retirement.
Sharing over 100 years of experience, our team are diverse, ethical, caring and thorough. We specialise in the needs of professionals, business owners and HNWI’s. But we are known for going out of our way to help everyone we can. We can help you invest confidently and develop a financial plan that gives you the clarity and empowerment you are seeking.
Our ‘secret’ for consistently helping clients grow wealth and retire securely is to personalise our financial solutions to what they are trying to achieve. Giving financial advice that is truly in YOUR best interest is at the heart of everything we do. This simple philosophy is how we build long lasting relationships, and with 100+ 5 star google reviews it demonstrates the success of this obvious and proven approach.
Proudly, we have always been independently owned and have operated a fee for service investment model since our inception. Because it is transparent, and that is what we are all about.
Four PROVEN Stepsto Wealth Management Success
A Conversation about You
Your Yield Financial Planner will get to know you and the life you aspire to live.
Create your Personal Financial Roadmap
We will analyse your current plan and provide a vision for how you can evolve and measurably improve your position.
Take Action and Yield the Benefits
By following the advice in your plan, you will put yourself on a path to financial freedom and retirement security.
Review, Measure and Monitor
By partnering with the Yield Financial Planning team, we will help you manage change and keep your plan on track for life.
Our Commitment to a
Greener Future
At Yield, we believe that creating a better future goes beyond managing finances, it also means caring for the world we all share, in whatever way we can. That’s why we’ve embraced a simple but meaningful way to give back, by planting 15 trees for every new financial plan we create through our partnership with One Tree Planted.
To date, this initiative has helped grow over 2,000 trees, and it’s a practice we’re proud to continue.
Our 12 Commandments
Client Comes First
Treat clients with care and respect always
Honesty
Be honest with our clients, our peers and ourselves. Honesty breeds honesty
Respect
Respect the difference in everyone and try and learn from it
Continuous Improvement
Continuously look to evolve and improve in everything we do.
Accountability
Be accountable for what we believe and the work we do and don’t blame others
Professionalism
Demonstrate skill, good judgement and polite behaviour
Company Culture
Maintain an environment that is enjoyable and challenging to work in
Solutions Focused
Don’t present a problem alone, but one or more potential solutions
Teamwork
Working as a team will always deliver better outcomes than a group of individuals.
Praise Good Work
Acknowledge peers and clients when they do something well and you will in turn be acknowledged
Work Life Balance
This is the key to being fulfilled and is essential to our shared success
Success
Success will be achieved when we live by what we stand for
We Can Help You
Lets Start The Conversation
With 12 industry awards and professional practice recognition from the Financial Advice Association of Australia, you can feel confident you are working with a team that place your interests first and will provide personal financial planning always.
Local TeamPersonal Advice Solutions
You get more than just a financial advisor when you partner with Yield. Our team of experts, including investment experts, retirement planners, SMSF specialists, aged care advisors, and mortgage brokers becomes your team, working together to deliver one of the best-rated and most recognised client experiences in the industry.
With our team’s collaborative support, you will benefit from:
- Financial planning knowledge and experience that spans over 100 years
- Proven investment expertise including specialist property planning
- Qualifications and certifications including Masters, Bachelor’s Degrees, Advanced Diplomas, Certified Financial Planner CFP® status and Accredited SMSF Association Specialists.
- A team that are cohesive and share knowledge regularly
Importantly also, if you need advice that extends beyond our inhouse capability, we have a network of related professionals that we can introduce you to or we will work directly with yours. For us, it is all about delivering a client experience that you will want to talk to your friends and family about. This is why we have a Net Promoter Score rating of 81+ as well. Because we set our bar high for every client we work with and we will for you too.
Give Us A Call
Meet the people behind Yield Financial Planning
Get In Touch
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Free Consultation
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.
