Life is constantly changing, and so are your financial priorities. From career progression and growing your family to building wealth, investing in property, preparing for retirement, or navigating unexpected life events, your financial plan should evolve with you.
We help individuals and families across Box Hill build personalised financial strategies that adapt as life evolves, bringing together every part of their financial life into one clear, long-term plan.
We take the time to understand your goals, priorities, and what matters most to you.
We build a financial plan tailored to your unique circumstances.
We regularly review your plan and refine it as your life and goals evolve.
For over 10 years, we’ve helped individuals and families build stronger financial futures through personalised advice and long-term planning. As experienced wealth planners in Box Hill, we bring together investments, superannuation, retirement planning, property, insurance, business planning, and aged care into one personalised financial strategy.
Whether you’re growing your wealth, navigating life’s changes, or preparing for the future, we’re committed to helping you make confident financial decisions and thrive through every stage of your journey.
Empowered Clients we support
5 Star Google Reviews shared by our clients
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
Your money has the potential to achieve more than you may realise. With the right strategy, it can help you build wealth, create financial freedom, reduce financial stress, and open doors to opportunities that may have once felt out of reach.
At Yield, we provide a clear roadmap from the very beginning. You’ll understand where you are today, what opportunities lie ahead, and the steps needed to achieve your financial goals. With a personalised strategy and ongoing guidance, you’ll always have a clear direction for your financial future.
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Turn your financial goals into a clear wealth-building strategy through investments, superannuation, tax planning, and business planning, helping you make the most of every financial opportunity. Explore more
Whether you’re buying your first home, growing a property portfolio, or selling investment properties to fund retirement, we’ll help you make informed property decisions that support your long-term financial goals.
Prepare for the next chapter of life with a retirement strategy that gives you confidence, financial security, and the freedom to enjoy the lifestyle you’ve worked hard to achieve. Explore more
Whether you’re purchasing, refinancing, or investing, we’ll help you find lending solutions that align with your financial goals while balancing cash flow, debt, and future opportunities. Explore more
When the time comes to support yourself or a loved one, we’ll help you navigate aged care decisions with clarity, compassion, and strategies that protect your wealth and family’s future. Explore more
Create a lasting legacy by ensuring your wealth is structured and passed on according to your wishes, providing certainty and peace of mind for the people who matter most.
Hear how personalised financial advice helped our clients thrive
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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
Choosing a financial planner is about more than finding someone to manage your finances. It’s about having a trusted team by your side to help you make informed decisions through every stage of life.
Conveniently located just 5 minutes from Box Hill, we work with individuals, families, and business owners seeking personalised financial advice. If you’re looking for experienced financial planners in Box Hill, we’re here to help you plan with confidence and clarity.
Our office is located just a 5-minute drive from Box Hill at Suite 4, 670 Canterbury Road, Surrey Hills VIC 3127. We also offer phone and online consultations, giving you the flexibility to meet with one of our advisors in the way that suits you best.
Yes. We offer a complimentary initial consultation. It starts with a brief phone conversation to understand your goals and the advice you’re looking for. If we’re the right fit, we’ll arrange a free initial meeting with one of our advisors to discuss how we can help.
To book your complimentary initial consultation, complete our contact form or call 03 9122 8705. Our client concierge team will guide you through the next steps and arrange a time that suits you.
Your first meeting is an opportunity to gain clarity and direction. You’ll leave with a better understanding of your current financial position, the opportunities available to you, and how a personalised financial plan could help you achieve your goals.
We’ll answer your questions, explain how we work, outline any fees upfront, and provide a clear picture of what working together could look like. There is absolutely no obligation to move forward, it’s simply an opportunity to see if we’re the right fit and decide what’s best for you.
Simply complete our contact form or call 03 9122 8705 to get started. Our client concierge team will take the time to understand your circumstances, the goals you’re working towards, and the type of advice you’re seeking. We’ll then connect you with the advisor best suited to your needs and organise your complimentary initial consultation, either in person, over the phone, or online.
At Yield, we believe great financial advice starts with understanding you. Before making recommendations, we take the time to understand your goals, priorities, and what you want to achieve.
As an independently owned, fee-for-service financial planning firm, our advice is transparent and focused on what’s in your best interests. We believe you should always understand the advice you’re receiving, the value it provides, and exactly what you’re paying for.
To learn more about our team, our approach, and what makes Yield different, explore our About Us page.
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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.
Empowered Clients we Support
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
We have entrusted our wealth creation and future security with Yield FP 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 YFP!!!
