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.
Lifetime Planning
for our Clients
Financial Success
Who are Our Clients?
Financial advice is most valuable for people who know they can be managing their money better. Invested in their career, plus keeping time aside for family and friends to do the things that they love, leaves limited time to give their finances the attention they need.
We best cater to the needs of professionals, families working for themselves running their own successful businesses, and those looking to make sure they are set up for retirement properly.
High Net Worth Individuals & Families
Doctors & Medical Professionals
Business Owners
Transition to Retirement
Tradies & Construction
IT Professionals
Divorce & Separation Advice
How Much Do I Need To Retire?
Yield is a highly awarded firm
What Our Financial Advice Could Provide
It is our job to provide advice that we see will add real value to your financial plan. We are driven by seeing your investment returns improve and you saving on tax and debt costs.
But we add more than just dollar value to our clients lives
Informative
We want you to understand why we are advising a particular strategy or product. So, informing our clients on why we do what we do is a part of the relationship we will develop.
Emotional
Relying on investments to provide your income is one of the most stressful parts of retirement. By helping you develop a sustainable plan, we will enhance your security and ease your concern over investment markets.
Educational
Our long-term relationship will be guided by new financial policy and opportunities to improve your financial plan. We present our unique voice across digital channels to assist our Yield community.
Financial
Our financial advice and plans are prepared by our team of experts and will show you the quantifiable financial benefits of the advice we recommend.
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.
