As the current financial year draws to a close, it’s time to begin thinking about the various approaches you can take to reduce your tax bill and improve your investment position. The end of financial year is a stressful time for most, which is why we recommend taking this time to work alongside your financial… Continue reading How a Financial Advisor Can Help You at End of Financial Year
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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.
Author: James McFall
Questions to Ask Your Financial Planner
There are many traits that people tend to look for when searching for a financial planner. Amongst them are usually common requirements including an abundance of industry knowledge, as well as certifications and experience. But understandably, what tends to be the most important character trait for a financial planner to possess, is how trustworthy they… Continue reading Questions to Ask Your Financial Planner
Yields Approach to Insurance Reviews
In the case of an unfortunate event that puts you and your financial future at risk, life insurance advice and policies act as a safety net, to protect your family, as well as your finances. Among the variety of life insurance available to you, the most common forms of cover include Income Protection, Total Permanent… Continue reading Yields Approach to Insurance Reviews
The Highs and Lows of the 2022-23 Federal Budget
The Morrison Government Budget announcement has been delivered, proving they are prepared to throw a lot of money at trying to secure your vote for the upcoming election. The government’s response to higher cost of living pressures, including the record fuel prices and growing housing, grocery, and medical costs is to hand out short term… Continue reading The Highs and Lows of the 2022-23 Federal Budget
Should I Pay Off My Mortgage or Invest?
A commonly encountered roadblock experienced by those who are in the process of making the most of their finances, remains the age-old question, being ‘should I pay off my mortgage, or invest my money?’. Unfortunately, there is no simple answer to this question, as there is no one-size-fits-all solution. Deciding whether paying off the mortgage… Continue reading Should I Pay Off My Mortgage or Invest?
Superannuation Changes to be Made in 2022
A staggering amount of people will be getting paid superannuation for the first time after minimum salary thresholds have been discarded as a result of Parliaments recently passed bill. This change is just one of several amendments being made to superannuation in 2022, which will come into effect alongside the upcoming financial year, as of… Continue reading Superannuation Changes to be Made in 2022
The Benefits of a Financial Planner
There are numerous benefits of a financial planner, regardless of your situation. But despite this it’s not unusual for people to second guess their suitability due to their position or current investments. The aim of this blog is to prove why everyone can benefit from a financial plan. Some common concerns you may have felt yourself include: “Financial planners are only for people who already have a… Continue reading The Benefits of a Financial Planner
It’s Normal for Share Markets to Have Periods of Drawdown
Drawdown periods in investing can sometimes be quite stressful. However, it’s important to know that periods of drawdown are totally normal. The above graph provides a visual account of the S&P 500 index (America’s top 500 companies by market capitalisation) over the past 94 years. The blue lines are the total returns for the… Continue reading It’s Normal for Share Markets to Have Periods of Drawdown
Yield’s Annual Investment Returns for 2021
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,… Continue reading Yield’s Annual Investment Returns for 2021
Tips for Saving Money in 2022
As the holiday season has come and gone, it’s likely that you will be using this time to reflect upon the year that was, and how you can make the most of the New Year to be. In terms of your finances, it is typical that your spending was likely higher over the holidays, and… Continue reading Tips for Saving Money in 2022
