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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.

What is a Bucket Company, and Why Use One For Your Business and Investment Structure?

A bucket company is a structure that businesses can use to maximise their profits and to structure their business and personal assets in a tax effective and strategic manner.  The term ‘bucket company’ is used as it sits under your business to ‘catch’ the profits you determine to be not payable to you, thus saving… Continue reading What is a Bucket Company, and Why Use One For Your Business and Investment Structure?

Is The Australian Share Market Overvalued?

We were recently asked by Adviser Ratings to answer a question they were asked on the Australian share market and its current performance in 2021. Graham asked “My searches indicate that the Australian share market is overvalued. Is the Australian share market overvalued and does this mean we can expect a major correction shortly ???”  Thanks… Continue reading Is The Australian Share Market Overvalued?

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Categorized as Yield

Financial Planning Fees in 2021

The Financial Planning industry has had to rapidly adapt to the changes in compliance measures and the shift in the industry as a whole over the last three years, which is leading some firms to increase their fees in 2021.  With the major banks, largely transitioning away from Financial Planning advice and the professional standards… Continue reading Financial Planning Fees in 2021

Investment Planning Like a Business Owner – ‘Leaky Tap’ (Part 4)

People are always interested in investing but are doubtful where to start. Proper and long-term investment planning needs a range of financial advice and strategies in place to be successful. A Good Money Management System Is Like Getting Your Plumbing Right If the tap you have leaks, but your normal usage hasn’t changed, you’ll use… Continue reading Investment Planning Like a Business Owner – ‘Leaky Tap’ (Part 4)

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Categorized as Yield

FPA Financial Planner of the Year

We are excited to announce that the Financial Planning Association of Australia has named James McFall as a finalist of the FPA Certified Financial Planner Professional of the Year Award for Yield Financial Planning. We are over the moon to be announced with other finalists. Being recognised with this collection of professional and trusted financial… Continue reading FPA Financial Planner of the Year

Federal Budget & Who Will Benefit Most

In the face of Australia’s worst economic downturn since records began in 1959, the Federal Government handed down a record-setting budget on Tuesday 6th October, to help Australia’s recovery. Adviser Ratings asked us to comment on the Federal Budget and to explain the stimulus measures available. Have a look at their newsletter Together Australia to see… Continue reading Federal Budget & Who Will Benefit Most

Good Debt vs Bad Debt – ‘Leaky Tap’ (Part 3)

Debt is usually a huge component of people’s financial situation, and if it isn’t, it usually means they may have taken the steps to minimise its impact. This does not necessarily mean paying down as much as possible as soon as you can. There is a range of financial strategies you could implement to manage… Continue reading Good Debt vs Bad Debt – ‘Leaky Tap’ (Part 3)