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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.

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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.

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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®) 68+. 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 interests 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

Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.