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Financial Planner Burwood
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.

Financial Planner Burwood
Watch our video
Financial Planner Burwood
Financial advisers at Yield Financial Planning discussing wealth strategies for clients
Wealth Management for Individuals in Burwood

Clear Advice for Smarter Financial Decisions

At the heart of what we do is helping you feel confident about your future. Through personalised Wealth Management for Individuals, we take the time to understand you and guide you every step of the way. With our Surrey Hills office only minutes away from Burwood, we’re always close by to support you with ongoing guidance and trusted financial advice.

  • 1. Understand You

    We listen to what matters most to you

  • 2. Build Your Plan

    We create a strategy around your goals

  • 3. Stay Aligned

    We adjust your plan as life evolves

Financial Planner Burwood
Financial Planner Burwood
EXPERTISE YOU CAN TRUST

Financial Advisor Burwood

At Yield, we take a structured and thoughtful approach to financial planning, shaped by over a decade of experience. Working closely with individuals and families across Burwood, we deliver strategies that bring structure, direction, and confidence to your financial life.

450+

Empowered Clients we support

120+

5 Star Google Reviews shared by our clients

81+

Net Promoter Score, Exceptional for Financial Advisors

12

Professional Excellence Awards

Financial Planner Burwood
Financial Planner Burwood
Financial Planner Burwood
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FINANCIAL EXPERTS IN BURWOOD WITH A DECADE OF EXPERIENCE

Helping You Grow Your Wealth with Clarity and Confidence

At Yield, our financial experts are dedicated to truly understanding your individual goals and concerns. We excel at analysing and conceptualising the shifting landscape of retirement planning and wealth creation.We provide comprehensive financial solutions that cover all aspects of your financial future, while maintaining the personal touch that makes our advice relevant and meaningful to your life.

Client testimonial thumbnail featuring Tim and Renae sharing their story
Financial Planner Burwood
Tim & Renae’s Journey to Financial Confidence Watch our video

How We Help Individuals and Families Across Burwood

Wealth Planning

Turn your financial goals into a clear wealth-building strategy through investments, super, tax, and business planning, helping you make the most of every financial opportunity. Explore more

Retirement

Retire with confidence through a personalised strategy that maximises your wealth and gives you the freedom to enjoy the lifestyle you’ve worked hard to achieve. Explore more

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Property

Whether you’re purchasing a home, expanding your investment portfolio, or planning to sell investment properties for retirement, we’ll help you make informed property decisions that align with your long-term financial goals.

Mortgage & Lending

From purchasing and refinancing to investment lending, we help you secure lending solutions that support your broader financial strategy while balancing cash flow, debt, and future opportunities. Explore more

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Aged Care

Simplify the financial complexities of aged care by helping you understand your options, protect your wealth, and make confident decisions that support the wellbeing of you and your loved ones. Explore more

Estate Planning

Ensure your assets are passed on according to your wishes with a clear estate plan that protects your loved ones and preserves your legacy for future generations.

Financial Planner Burwood
Financial Planner Burwood
Financial Planner Burwood
Financial Planner Burwood
Financial Planner Burwood
Financial Planner Burwood

Financial Journeys Built on Trust and Expertise

Hear how we’ve helped people feel more in control of their finances and their future

Client Ben Brockhurst featured in a Yield Financial Planning testimonial video discussing his positive experience with Yield.
Financial Planner Burwood
Financial Planning

Plan

Client Alan Brophy featured in a Yield Financial Planning testimonial video discussing his successful wealth creation journey with Yield
Financial Planner Burwood
Wealth Creation

Grow

Client Greg featured in a Yield Financial Planning client testimonial video discussing his successful retirement planning journey with Yield.
Financial Planner Burwood
Retirement Planning

Retire

Financial Planner Burwood
Financial Planner Burwood


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

Financial Planner Burwood Photo of Penny & Trevor, Yield clients
Penny O’Grady & Trevor Shevchenko
Financial Planner Burwood Photo of Renae and Tim, Yield Financial Planning clients
Renae Chapman & Tim Walsh
Financial Planner Burwood photo of Kevin and Anne, Yield Financial Planning clients
Kevin & Anne Kennelly
Financial Planner Burwood Photo of Ken & Frances Moore, Yield Financial Planning clients
Ken & Frances Moore
Financial Planner Burwood Photo of Tim Prosser, Yield Financial Planning clients
Tim Prosser
Financial Planner Burwood Photo of Angela Henwood, Yield Financial Planning clients
Angela Henwood
Financial Planner Burwood Photo of Wade Lamberth & Narges Bayat, Yield Financial Planning client
Wade Lamberth & Narges Bayat
Life planning pyramid showing the key stages of building long-term financial security relevant to Yield Financial Planning's services.
TRUSTED FINANCIAL WEALTH ADVISOR IN BURWOOD

Financial Advice That Gives You Confidence

At Yield, our focus is on delivering steady, long-term outcomes through personalised financial strategies. We take a structured approach to building your plan, one that’s designed to grow and adapt over time, not just react to short-term changes.

 

We also provide clear, forward-looking projections, helping you understand where you are today and what your financial future could look like over the next 20+ years. This gives you a clear sense of direction and confidence in your decisions.

 

At the core of our approach is how we work with you:

  • We bring deep expertise to every financial decision
  • We communicate with clarity at every stage
  • We act with integrity in everything we do

If you’re in Burwood and want to feel more in control of your financial future, we’re here to help. Feel free to reach out and book your free initial consultation with one of our advisors.

Book a Free Consultation

Frequently Asked Questions

Do you have an office in Burwood?

While we don’t have a physical office in Burwood, we proudly serve clients across the area from our nearby Surrey Hills office. Our office is conveniently located at Suite 4, 670 Canterbury Road, Surrey Hills VIC 3127, just a 5 min drive from Burwood.

We also offer flexible meeting options, including phone and online consultations, making it easy to access personalised financial advice in a way that suits you.

What financial planning services do you offer?

We provide comprehensive financial advice, including investment and wealth planning, retirement, business planning, insurance, mortgage broking, and aged care, supporting you across every stage of your financial journey.

To learn more, explore our services section.

How can I book an initial consultation?

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.

What can I expect from the first meeting?

our first meeting is a chance to talk through your goals and understand how we can help. We’ll walk you through our approach and outline how we could support your situation, so you can decide if it’s the right fit.

How is Yield Different from Other Financial Planners?

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 In Touch

Interested to discuss something?
Have a question or comment?
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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
Yields, 'The Good Fortune Guide Ebook' available for free download.

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.

  • If you were, please provide the name of the person who referred you.
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