By speaking to a Certified Financial Planner Melbourne, over other financial advisors, some of your due diligence about the advisors’ qualifications and ethical alignment is done for you. At the end of 2022, there were 15,819 Financial Planners in Australia. Of these, 4,610 or roughly 29% were Certified Financial Planners (CFP®). CFP® is the only… Continue reading Certified Financial Planner Melbourne
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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
Why is Financial Planning Important?
According to National Australia Bank research, fewer than 10% of Australian’s are receiving financial advice, which leaves 90% asking – why is financial planning important? I am a Certified Financial Planner, with over 20 years’ experience, and I have watched the industry evolve into a profession. In this blog, we will demonstrate why financial… Continue reading Why is Financial Planning Important?
How to build a stronger business | by Mead Partners
And then the economy huffed and puffed: Building a business to withstand the blows of the economic big bad wolf Is your business built with straw-like cash flow, budgets and sales – just holding together and hoping a big blow doesn’t bring it down? Or are you building a resilient business that can withstand the… Continue reading How to build a stronger business | by Mead Partners
Early Retirement Planning Guide
Early retirement planning guide for a prosperous future. Are you thinking about retiring early but feeling a bit unsure about what comes next in your journey? It’s more than just stepping away from work early. It’s about securing a future of financial freedom and lasting security. This guide is here to walk you through essential… Continue reading Early Retirement Planning Guide
Ethical Financial Advisor Melbourne
The way to establish an enduring financial advice relationship you can trust, is to work with an ethical financial advisor. An ethical financial advisor Melbourne will demonstrate professionalism, expertise, and always work in your best interest. In this blog we break down what ethical financial advice is in Australia, including: Characteristics of an Ethical Financial Advisor … Continue reading Ethical Financial Advisor Melbourne
High Net Worth Wealth Management
An analogy for high net worth wealth management, is that it is like planning a wedding. No two weddings are the same and similarly no two high net worth (HNW) plans are the same either. They both require deep consideration, and are always highly personalised. For high net worth wealth management, it is essential to… Continue reading High Net Worth Wealth Management
Finance Advice for Tradies: A Path to Sustainable Prosperity
As one of the skilled tradespeople in Australia, you are part of the backbone of the construction and service industries. But each trade faces unique financial challenges, making personalised finance advice for tradies so important. In this blog, we will explore the value of financial advice for tradies in Australia and will show you… Continue reading Finance Advice for Tradies: A Path to Sustainable Prosperity
Asset Protection
Asset protection is a top priority for securing your wealth. It involves strategically safeguarding what you have earned from potential risks and unforeseen events. Whether you’re an employed individual or business owner, asset protection is essential for long-term financial security. This guide delves into the nitty-gritty of asset protection, exploring strategies, legal aspects, and why… Continue reading Asset Protection
Small Business Financial Planning: The Key to Business Success
To run a successful small business in Australia, it is essential to be dynamic. But with so many decisions required each and every day, it can quickly become disorganised. Small business financial planning provides a framework for strategic decision making. So you achieve your goals, and navigate inevitable change and economic uncertainties. In this blog… Continue reading Small Business Financial Planning: The Key to Business Success
SMSF Investment Options
As your super balance grows, the flexibility of SMSF investment options can be alluring. The author of this blog is a Certified Financial Planner and SMSF specialist with over 20 years of experience, advising clients on SMSF. I have an SMSF personally, and when they are suitable, there is simply no better way to manage… Continue reading SMSF Investment Options
