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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.

Your Go-To Guide: Finding a Retirement Financial Advisor Near Me

So you want to know “How do I find a retirement financial advisor near me?”  and find one that is good right! This blog will break it down into simple steps to find a trusted advisor who fits you perfectly. 1. Dream Big! Before you start looking for a retirement advisor, take a moment to… Continue reading Your Go-To Guide: Finding a Retirement Financial Advisor Near Me

How Much Do I Need to Retire on $200,000 a Year in Australia?

Retirement isn’t just a milestone, it’s like stepping into a whole new chapter of your life. This means you should be actively considering what your ideal retirement lifestyle could look like and what it may cost. At Yield, we typically support the needs of business owners and professionals and several of our clients ask us,… Continue reading How Much Do I Need to Retire on $200,000 a Year in Australia?

Let’s Look at How Much Do I Need to Retire on $80,000 a Year?

If you’re already thinking about this, you’re heading in the right direction! Here at Yield, we’ve had lots of conversations with clients just like you, wondering: How much do I need to retire on $80,000 a year? Or is $80,000 a year enough for retirement? It’s not just about the number; it’s about imagining the… Continue reading Let’s Look at How Much Do I Need to Retire on $80,000 a Year?

Let’s Look at How Much Do I Need to Retire on $100,000 a Year?

Determining how much you need to retire, is the starting point of a successful retirement, and the fact you already know how much income you want, means you are off to a great start. Here at Yield, we have helped 100’s of people to retire securely and our clients often ask: How much do I… Continue reading Let’s Look at How Much Do I Need to Retire on $100,000 a Year?

No Inheritance Tax Blues in Australia: But is Your Inheritance Tax-Free?

When your parents or grandparents pass on and leave behind their possessions as an inheritance, it becomes a significant chapter in your financial story. As you consider what you’ll do with your inheritance, you should also be asking yourself about any potential taxes. Because keeping tax to a minimum, can lead to more money in… Continue reading No Inheritance Tax Blues in Australia: But is Your Inheritance Tax-Free?

Certified Financial Planner Melbourne

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

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