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.

    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.

Yield Financial planning team
Financial Planners Balwyn

Growing wealth and retiring securely is our specialty

A local financial planner Balwyn, we have a long history advising Balwyn families. Working with professionals and business owners in the area, our advice includes tax structuring; investment strategies; risk minimisation; and retirement planning advice. Whatever your goals, we will assist you to grow your wealth and optimise your retirement through:

  • 1. Discovery

    We will identify what is important to you and your family

  • 2. Plan

    We will help you consider the variables and outline a clear pathway forward from here

  • 3. Manage

    We measure and analyse your progress and adapt to your advantage

DEFINED WEALTH PLAN

Let The Local Leaders Help You

With a tailored plan, building wealth can be simple. We pride ourselves on retirement planning and wealth creation for Balwyn residents, as we are local ourselves and understand the complexities of investing, tax, and debt planning. If you want your money working harder, Yield financial advisors will help you achieve the life you want to live.

250+

Empowered Clients we support

80+

5 Star Google Reviews shared by our clients

81+

Net Promoter Score, Exceptional for Financial Advisors

9

Professional Excellence Awards

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FINANCIAL advisor BALWYN WITH a focus on client experience

Come and see how your finances can work for harder you.

Our team of 15 have over 100 years of shared experience. Operating in and around the Balwyn area for almost two decades, we are experts at understanding the ever-changing world of retirement and wealth advice. And we love it! We are proud of the client experience we deliver for our clients, which is reflected by our client feedback. Choosing to meet with our team, you will see we are small enough to connect on a personal level with you and your goals, yet large enough to have the depth and experience you will value.

The 5 Steps We Take To Develop Your Financial Plan

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Engage

Understanding what you value and want to achieve is the first step for all of our clients in Balwyn

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Prioritise

Identify your options and the best solutions for you

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Build

Grow your wealth through sound investment, tax, and debt advice.

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Secure

Protect your position with risk management strategies

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Retire

The ultimate end goal, made achievable through a great plan and outcomes.

Some Of The Wonderful People We've Helped

We are privileged to serve clients that have shared their advice journey

Financial Planning

Plan

Wealth Creation

Grow

Retirement Planning

Retire



Client Testimonials

See What Our Clients Say

My experience with Yield Financial Planning in Canterbury, VIC has been nothing but professional and of high quality. The whole team have been great. I’ve been dealing closely with Jarrod and he’s been very responsive and helpful. My insurance company made an error but Yield Financial Planning were quick to work and have them rectify, updating me along the way. I definitely recommend their services.

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

Jayce Lazatin
client review - Renae Chapman & Tim Walsh
Renae Chapman & Tim Walsh
client review - Kevin & Anne Kennelly
Kevin & Anne Kennelly
client review - Ken & Frances Moore
Ken & Frances Moore
client review - Tim Prosser
Tim Prosser
client review - Angela Henwood
Angela Henwood
client review - Wade Lamberth & Narges Bayat
Wade Lamberth & Narges Bayat
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AWARDED FINANCIAL advisors BALWYN

See why our clients love us and stay with us

Yield Financial Planning’s investments 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+ 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 81+ Net Promoter Score (NPS ®) and the 80+ 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.

Get Started

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Free Consultation

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.