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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.

    What areas of financial planning are you looking for advice on?

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.

Downsizer Contributions & Your Superannuation

09 Jul, 2021

Successful retirement planning requires your investments to last your entire life after-work, which requires a long term and well thought out structure for you to achieve this.

Changes to Superannuation in 2021

08 Jul, 2021

Successful retirement planning requires your investments to last your entire life after-work, which requires a long term and well thought out structure for you to achieve this.

4 Money Mistakes to Avoid in Retirement

07 Jul, 2021

Successful retirement planning requires your investments to last your entire life after-work, which requires a long term and well thought out structure for you to achieve this.

What is the Retirement Age in Australia?

01 Jul, 2021

Successful retirement planning requires your investments to last your entire life after-work, which requires a long term and well thought out structure for you to achieve this.

Work Test Exemption

30 Jun, 2021

Successful retirement planning requires your investments to last your entire life after-work, which requires a long term and well thought out structure for you to achieve this.

Succession Plan for Business Owners

27 Jun, 2021

With all intricacies of business planning and protection, like bucket company structures and business insurance – having a financial plan for your business could benefit you in the long run.

Protecting Your Ability to Earn Income, With Insurance – ‘Leaky Tap’ (Part 5)

09 Jun, 2021

Your biggest financial asset is probably your ability to provide an income for your family. Your unique insurance cover will not only safeguard you, but the people you love around you.

Women in Financial Planning

03 Jun, 2021

Learn about Yield and our Female Financial Advisors

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Trusted Melbourne Financial Planners

Delivering results for our clients is what drives us

We are proud of the positive client feedback we receive, which is evidenced by our Net Promoter Score (NPS®) 81+. An industry survey completed by Beddoes Institute ‘identified 50 or more reflected an objective benchmark of exceptional client service and performance’ for financial advisors.

 

Our Service DNA means:

  • We are highly responsive and we are here for you
  • We do what we say
  • We always put your insterests before our own

Our investments regularly outperform benchmarks; and our plans and strategies deliver realistic and measurable results, tailored to your risk profile. If these are qualities you are looking for in a financial planner, Yield Financial Planning is your obvious first choice.

 

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Free Consultation

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.