Financial Planner Brighton
Multi Award Winning Advice Firm
We will show you how to make your money work harder for you
A dynamic financial planner Brighton, we are experts in wealth creation and retirement planning. Many of our Brighton clients are business owners and professionals and we are best placed to serve the local community, because we specialise in servicing the high net worth market. Our team is highly trained and resourced to ensure our client experience is of the highest standard and we will develop a personalised financial plan for you by:
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1. ListeningTo understand what is important to you
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2. DevelopingA financial plan that delivers real outcomes
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3. DemonstratingHow you can retire securely
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Delivering outcomes for clients is what drives us
We are a team of 21 providing qualified financial planning Brighton to many local clients. Our focus is on innovative financial solutions that give you confidence in your financial future. Our measure of success is the ROI we can deliver, along with the experience we offer, and we are laser focused on making both the best possible always. Choosing to work with us, you can expect a personal service, with sophisticated advice solutions that are measurable.
Empowered Clients we support
5 Star Google Reviews shared by our clients
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
Let us demonstrate how to grow and protect your wealth
The best way to grow and protect wealth is to build your plan around what you want from your life. Money is in the end a commodity to live a great life and so you want flexibility in your financial structuring, while maximising your returns. This is achieved through tax planning, debt management and investing well. Yield Financial Planning is a local firm, offering a private banking service and our client feedback demonstrates our focus on delivering a personalised client experience and results driven advice.
How We Will Help You Develop Your Financial Plan
Research
We must first really understand what you value and are trying to achieve
Model
Consider multiple pathways to get the best possible outcomes
Grow
Look to build on what you have and reorganise things where its valuable to optimise your returns
Protect
Minimising risk through structuring and insurance is foundational for your success
Retirement
Yield advisors will help you understand how much you need and a pathway to get there
Hear from Clients We've Helped
Our privilege is helping clients achieve what they want from life and here three share their journey
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Planning
Growth
Retirement
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!!!
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
Penny O’Grady & Trevor Shevchenko
Renae Chapman & Tim Walsh
Kevin & Anne Kennelly
Ken & Frances Moore
Tim Prosser
Angela Henwood
Wade Lamberth & Narges Bayat
Why our clients love working with us
At Yield we measure and track your performance, to understand how you are going, against the projections in your financial plan. In this way we can analyse any differences to our assumptions and provides a framework to control the controllables and manage change effectively when it is warranted. We also actively benchmark our returns and regularly outperform our benchmarks.
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 130+ 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 In Touch
Interested to discuss something?
Have a question or comment?
Submit your details and we’ll be in touch.
03 9819 0699
Level 1, Suite 4 670 Canterbury Road, Surrey Hills VIC 3127
Suite 2, Level 24, 1 Market Street, Sydney NSW 2000
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.
Plan Your Financial Success,
Book a Call Now!
Talk to an expert about your financial needs today
- 03 9069 2636
- service@yieldfp.com.au
- 4/670 Canterbury Rd, Surrey Hills VIC 3127
Nationally Awarded Top 3 Certified Financial Planner
450+
Empowered Clients we Support
81+
Net Promoter Score, Exceptional for Financial Advisors
12
Professional Excellence Awards
What Our Clients Say
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!!!
