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.






Start your Financial Planning journey
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Top 3 Certified Financial Planner
- Financial Planning knowledge and experience that spans over 70 years
- Proven Investment expertise including specialist property planning
- Qualifications including Masters, Bachelor’s Degrees, Advanced Diplomas and Certified Financial Planner CFP® status
- A team that is cohesive and shares knowledge regularly


Our Excellence Awards







Complimentary E-book
With your free strategy consultation you will also 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.
Our Offices

Surrey Hills
- 03 9819 0699
- info@yieldfinancialplanning.com.au
- Level 1, Suite 4 670 Canterbury Road, Surrey Hills VIC 3127

Chadstone
- 03 9819 0699
- info@yieldfinancialplanning.com.au
- Suite 579, Level 2 UL40,1341 Dandenong Rd, Chadstone VIC 3148

Sydney
- 03 9819 0699
- info@yieldfinancialplanning.com.au
- Suite 2, Level 24, 1 Market Street, Sydney 2000