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Ebooks
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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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.

Browse Our List of Free eBooks

Our free ebooks may be read on a computer or mobile device using a web browser or by using free or low cost e-reader software.

Sell Your Property Portfolio for Retirement

Sell Your Property Portfolio for Retirement

Approaching retirement with an investment property portfolio can feel overwhelming. These 10 practical moves show you how to sell at the right time, keep more of your money, and enjoy a retirement that’s stress-free and exactly the way you’ve planned.

Aged Care Planning: What You Need to Know

Aged Care Planning: What You Need to Know

Major changes to Australia’s aged care system took effect from 1 November 2025. This eBook gives you a clear guide to new fees, government subsidies, and strategies for funding care at home or in residential care. Don’t wait until the last moment to plan your aged care journey for yourself or a loved one.

Save Your Money Fast & Smart

Save Your Money Fast & Smart

Unnoticed expenses can drain your savings like a leaky tap. This free eBook reveals hidden costs and proven strategies to help you identify, manage, and eliminate them. Take control of your money, stop the leaks, and start saving smarter.

Step by Step Guide to Retire Early in Australia

Step by Step Guide to Retire Early in Australia

If early retirement is your goal, this guide is your roadmap. It breaks down everything from setting realistic goals and boosting your super to managing cash flow and building steady income streams. Explore how you can turn your retirement dreams into a clear, achievable plan.

Pros & Cons of SMSF

Pros & Cons of SMSF

An SMSF offers unique advantages, like control over your investments and potential tax savings, but also comes with challenges such as management costs and regulatory responsibilities. This SMSF guide provides a balanced look at both sides, helping you make an informed choice for your SMSF Journey.

Guide to Starting Your Own SMSF

Guide to Starting Your Own SMSF

Setting up your own SMSF can feel overwhelming, but this guide makes it straightforward. From selecting the right trustees to building a strong investment plan and rolling over your super, each step is broken down into simple, actionable insights. With years of SMSF expertise, this guide provides practical steps to help you confidently start your… Continue reading Guide to Starting Your Own SMSF

Top 5 Pre-Retirement Strategies

Top 5 Pre-Retirement Strategies

Planning for retirement doesn’t have to be overwhelming. This retirement guide breaks down five key strategies to help you retire confidently. Discover how to make the most of your super, explore SMSFs, leverage home equity, reduce debt, and downsize for flexibility. These insights will help you understand how to prepare for a secure and comfortable… Continue reading Top 5 Pre-Retirement Strategies