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.
Secure Futures
And Prepared Clients
Relationships Matter
As a financial advisor for divorce and separation, it is delicate. Importantly it requires a re-evaluation of what is important to you and how you move forward financially, to feel secure. We work with several clients who are single due to divorce or separation and we can be relied on, to work through the issues you are presented with. When we meet, we will determine what is most important to you, as well as what you have to help you re-establish your financial security.
64%
Of Our Divorced Clients
Are Now In Retirement
2M
Average Net Worth
Of Our Divorced Clients
100%
Of Divorced Clients Engage In
Our Full Planning Service
60
Years Old Is The Average Age
Of Our Divorced Clients
Assessing What You Have & Planning What You Can Do
Yield’s financial advisors need to understand what your personal
circumstances, goals and fears are. We do this so our team
understands what motivates you to secure your financial plan.
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1. DiscussWe will have a conversation about your current financial
position and what your financial history has looked like. -
2. ArticulateYield is in your corner and will work with you to understand what your goals are for your finances. For most divorced clients this is about retiring securely.
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3. ProposeWe will provide a pathway forward that helps you realign your finances to what is most important to you now, with advice that makes your money work for you
Complex Financial Positions Need Great Advice
Coming out of divorce with a complex financial position is a common concern clients have when they first come to us. Unravelling your financial position from your ex-partner, not only requires agreement, but has tax and investment considerations to work through. You could have retained your primary residence but need advice about the position of your super, as you draw closer to retirement. Or, you could have a healthy amount of shares, but unsure what property decision is right for your financial plan. No matter your position, we will discuss the following in our first meeting.
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1What is important to you and the advice you are seeking
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2The ideal lifestyle you desire now and in retirement
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3Proven solutions to help grow wealth and retire in comfort
Your Financial Plan
Invest
Investing to the level you are comfortable with and a structure that aligns with your goals. Securing your income for retirement.
Property
Your next property purchase could be the place you are in for the rest of your life. Have us analyse what this will mean for your financial position.
Debt
We help you structure your debt and mortgage repayments so that you are retiring debt free. Ensuring the successful drawdown of your mortgage is vital for retirement.
Tax
An effective tax structure could have you saving more for retirement and be paying a lower tax bill that you would have otherwise. A poor tax structure could have you paying more than necessary.
Retirement
At a certain stage, your financial plan should be working towards your comfortable transition to retirement. You have worked your entire life to enjoy your retirement.
Best Practice Advice
We are proud to share these stories from our Yield community.
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Plan
Grow
Retire
Awards & Recognition
What Our Clients Say
We have entrusted our wealth creation and future security with Yield Financial Planning for a number of years now. They truly are professionals who have stayed ahead of the game by making strategic decisions at the right time and have always given sound advice. Security for our future is in great hands. Thanks Yield Financial Planning!!!
Yield Financial Planning has provided us with professional expert sound advice. It is always a pleasure to deal James and his team who always have our best interests at heart and has set up a sound plan for retirement. James and his team have provided first rate advice and funds management. I have confidence in James’s competence and integrity.
Yield Financial Planning have been excellent in their advice and investment strategies being a pleasure to work with over many years. Their strategies and constant portfolio reviews making changes when needed have guided us right through from our working days, the GFC and now retirement. We hold Yield as being an invaluable necessity.
Just the excellent service we receive and doesn’t matter how many questions we have; the staff are happy to oblige. They follow things through and let us think about important and critical matters methodically with a helping hand along the way. So overall the Journey is pleasant, professional and comprehensive yet it is explained to you what could help you or your needs.
I’ve been with Yield for more than 10 years and I’ve found the advice invaluable in helping to navigate life’s twists and turns. Highly recommended 5 Stars!
I would like to congratulate Yield Financial Planning, for their high quality of care, expertise and knowledge they have provided in ensuring my future growth is heading in the right direction. These qualities have reflected both in results and the ongoing follow up as an existing client, which I find reassuring.
Have been with Yield for a few years as my financial planners, and was very pleased when they announced their Mortgage Brokering Services – their Broker had great communication, and at no time was I unsure of where we were in the process. Being my Financial Planner, I was much more comfortable knowing they had my interests at the forefront of all negotiations – rather than getting a mortgage broker off the street who is probably aligned with a bank. From a more financial perspective, Yield saved us over $5000 per year through reduced interest payments alone – I highly recommend looking into Yield Financial
Get In Touch
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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.
