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
Local Financial Planning Leaders

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 are 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:

  • 1. Listening

    To understand what is important to you

  • 2. Developing

    A financial plan that delivers real outcomes

  • 3. Demonstrating

    How you can retire securely

Delivering outcomes for clients is what drives us

We are a team of 15 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.

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 Planners Brighton with integrity

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

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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

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Protect

Minimising risk through structuring and insurance is foundational for your success

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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

Financial Planning Brighton

Planning

Wealth Creation

Growth

Golden Years

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

client's review
Penny O’Grady & Trevor Shevchenko
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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Trusted Financial Planners Brighton

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 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
Cover page of the Good Fortune Guide

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.