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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.
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.
Mortgage Brokers With Financial Planning Focus
The best mortgage brokers provide financial analysis and projections and identify debt management strategies. By structuring your loans well, you are setting yourself up to achieve your financial planning goals.
Financial planning firm =
Best practice mortgage broking advice
We are a financial planner with in-house mortgage broking services, because our clients know we are the best advisors to help them determine how much debt they can take on and what this will look like in the future.
Using debt management strategies as a part of a methodical and well considered financial plan, has a positive impact over time and makes future financial decisions easier. All mortgage brokers will seek out the best deal for you and one that fits in with your specified comfort level. However, at Yield we extend this by looking at other aspects of your finances, to help save you money and reduce your risk, including with insurance protection.
The right strategy
For your situation
Having the right debt management plan and mortgage in place is one of the most important aspects of every property owners financial plan, even if you have never discussed it with a mortgage broker or financial planner. Many people will take out a mortgage with the financial institution they have been with for decades. This ignores the various policies lenders have in place that may mean it is not the best suited mortgage product for you and your family.
At Yield, our mortgage brokers are also trained as financial advisors. Adapting your debt management strategies to your financial plan and tailoring financial advice for your goals and circumstances. Our holistic approach to mortgage broking navigates lender policies for you to ensure that the debt management strategies we recommend are the best on offer for your situation.
Fixed or variable interest rates
Using equity to invest
Credit score
Debt reduction
Principle and interest or interest only
Home loans
Debt recycling
Investment property services
Partnering with the best mortgage brokers to put your financial plan in the best position possible.
I could not recommend Yield Financial Planning and their team enough. I have been working with Jake Frend from exchange of contracts to settlement of my off-the-plan apartment and he exceeded all expectations. I felt so supported throughout the process and Jake went above and beyond to make sure he found the best mortgage option for me and that it met all my needs. As a first homebuyer I was a bit naive to the process and the importance of long term financial planning. However, Jake took the time to look through my finances and provide savings advice and strategies and did everything he could to keep my stress levels down. It has been a pleasure to work with Jake and I will definitely engage Yield Financial Planning again in future. Thank you so much!
Why choose Yield to assist
Choosing Yield as your mortgage broker and Financial Planner ensures that your debt needs are considered as carefully as every other aspect of your financial plan. Our mortgage brokers are trained to look at your financial situation holistically which means they are well placed to look at all elements of your financial plan including:
- Insurance cover, so if you are unable to work, your mortgage is still taken care of.
- How much your repayments will need to be to retire debt free
- What equity you have and how this can be invested within your comfort level
- Partnering with us for strategic service for investment, debt, retirement and insurance advice.
Our team are here to help you uncover how you can make your debt and equity work as effectively for you as possible.
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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.
