Get in touch with us
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.
SMSF Investment Options
SMSF are the best retirement solution for some investors
Innovative Retirement Income Streams
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.
Retirement Planning Checklist
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.
Small Business Succession Plan
Make your business and personal financial plan work together
Mastering Tax Structuring: A Comprehensive Guide to Optimising Financial Success
Great tax structuring is just one important way to grow wealth
Investing in Shares
Investment planning needs great foresight with a structure that is bespoke for your needs and a portfolio that is in line with your risk profile and considerate of what you are comfortable with.
Property Investment Planning
As experienced property advisors who understand the Melbourne and Australian market, we have helped 1000’s of Australians make informed property decisions.
Personal Financial Advisor Melbourne
Investment planning needs great foresight with a structure that is bespoke for your needs and a portfolio that is in line with your risk profile and considerate of what you are comfortable with.
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.
Get In Touch
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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.
