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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.

Super Work Test

30 Jun, 2023

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.

Aged Care Financial Advice

23 Jun, 2023

Discover the 4 key ways aged care financial planning advice is so important

Concessional Contributions

13 Jun, 2023

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.

Financial Advice for Medical Professionals

23 May, 2023

50% of our top clients are doctors & medical specialists and we are uniquely positioned to help

Best Financial Advisor Melbourne

11 May, 2023

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.

Non-Concessional Contributions

05 May, 2023

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.

Pros and Cons of Buying an Apartment

20 Apr, 2023

As experienced property advisors who understand the Melbourne and Australian market, we have helped 1000’s of Australians make informed property decisions.

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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.