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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.

    What areas of financial planning are you looking for advice on?

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.

Strategic
Wealth Management

For Your Family's Needs

Building wealth securely for retirement can be easy, with the right financial plan. We specialise in retirement planning and wealth creation and serve our Sydney clients best because we understand the complexities of investing, tax, and debt planning. If you are seeking a partner that will make your money work, so you don’t have to, Yield financial advisors will help you craft your perfect retirement.

 

200+

Empowered Clients we support

73+

5 Star Google Reviews shared by our clients

81+

Net Promoter Score, Exceptional for Financial Advisors

5

Professional Excellence Awards

SYDNEY FINANCIAL PLANNING + STRATEGIC THINKING = SECURE RETIREMENT

Your Objectives Are The Bedrock Of Our Financial Advice & Plans

We work in 4 key areas; investment strategies; investment structures; life insurance; and financial advice for retirement. Depending on what is important to you, we can contribute to you successfully growing your wealth and empowering you to enjoy it now and in retirement. We will help:

  • 1. Define

    What matters most to you and your families lives

  • 2. Articulate

    What your plan for the future is currently

  • 3. Provide

    A cohesive strategy that binds your ideal life now, with the retirement you wish to have

WEALTH ADVISORS & RETIREMENT PLANNERS

We'll coordinate your finances to work for your retirement

Living in Australia’s most expensive city can make financial planning for Sydney siders a finer balance because more wealth is tied up in the family home. But there are strategies we consider that will create confidence in the future, like restructuring your finances to reduce tax and debt costs and leverage equity you have created to accelerate wealth creation. Our advisors will:

  • 1
    Plan for how you can improve & protect your finances
  • 2
    Grow your wealth & investment opportunities
  • 3
    Protect you and your family with insurance cover
  • 4
    Retire securely with projections measured to age 90

Financial Advice For Sydney

Invest

The common thread that binds financially successful people is that they invest. Investment portfolios should be; diversified; in line with your risk profile; & manage concentration risk.

Property

Property has been a wonderful choice for investors in Sydney. Our property planning advice assists buyers and sellers, to analyse the cashflow and capital impacts for their financial plan

Debt

Sydney has the highest average household debt levels. The most effective way to reduce debt is to structure it well. We assist our clients to retire debt free!

Tax

Tax is the biggest expense for most of us. Tax reduction strategies are available to put more money in your pocket instead of the governments.

Retirement

Downsize or stay in family home? Retire early or scale back from work? Many of these decisions have financial implications.

Best Practice Advice

We are proud to share these stories from our Yield community.

Financial Planning

Plan

Wealth Creation

Grow

Retirement Planning

Retire

Testimonials

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!!!

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!

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

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.

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.

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.

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.

Penny O’Grady & Trevor Shevchenko (Sydney)
Tim Prosser (Sydney)
Wade Lamberth & Narges Bayat (Sydney)
Ken & Frances Moore (Melbourne)
Renae Chapman & Tim Walsh (Melbourne)
Angela Henwood (Melbourne)
Kevin & Anne Kennelly (Melbourne)
TRUSTED SYDNEY FINANCIAL ADVISOR

We are accountable to our clients for the progress they are making

Yield Financial Planning’s investment choices regularly outperform benchmarks and our plans focus on measurable strategies to put in place. We present calculated projections to you that show where you are now and where you could be over the next 20-50 years if our advice is taken on.

 

Our Service DNA means:

  • We are highly responsive and here to answer your questions
  • We do what we say and follow through
  • We always put your interests before our own

We are proud of our 71+ Net Promoter Score (NPS ®) and the 70+ reviews we have on Google, leaving us with a 5-star rating. Our clients love what we do and how we have worked with them over many years.

 

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Free Consultation

Free Consultation

Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.