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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 PLANNING FOR CAMBERWELL FAMILIES

We will craft a plan for you which makes you secure.

Dynamic financial planner Camberwell, with expertise in retirement planning; investment strategies; tax structures; and life insurance. Our team excel at binding your financial strategy with what is important to you in life, via:

  • 1. Understanding

    What is important to you and your family

  • 2. Forming

    A plan that outlines the groundwork to success

  • 3. Integrating

    The plan into your life

Growing and Protecting Your Finances

Through understanding what is important to you and a well thought out plan, building wealth can be much more manageable. Our advisors provide best practice financial planning advice to our clients in Camberwell. Having resided in Camberwell for many years, we have supported several Camberwell families to maximise wealth creation and achieve secure retirement.

250+

Empowered Clients we support

79+

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 PLANNER CAMBERWELL PUTTING YOU FIRST

Allow us to demonstrate how your money can work so you don't have to.

Our team of financial planners are professionals at analysing and comprehending the fluctuating worlds of wealth creation and retirement planning. Our results and client feedback, reflect our ability to materially improve our clients lives and as a local financial planning Camberwell firm, we are large enough to provide a repeatable client experience, but small enough to connect with all our clients and their stories.

How We Can Help Your Financial Plan

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Analyse

Outlining a plan is the first step for all of our clients’ take towards financial freedom

Prioritise

Developing the most efficient method towards reaching your goals

Pay off mortgage or invest

Build

Developing and improving your current finances through exclusive investment strategies, tax and debt advice, and retirement planning

Secure

Protecting Camberwell’s finances for over a decade

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Retire

Achievable when staying true to a plan provided by Yield advisors

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



Testimonials

What Our Clients Say

James and his team here in Melbourne have been really wonderful to work with in regards to financial planning and how we manage our super. We always felt we were not special as customers cause our super was so small but James always gave us the best advice and his time. He never regarded us as small and offered what turned out to be very successful advice growing our super with great returns well above benchmark. James always took the time to explain to me, who found the financial talk difficult to understand, why we were taking the steps we were taking. He always said don’t make changes merely for change’s sake. Even in the difficult times of Covid 19 and the world economy diving our super continued to grow – something I was very happy and surprised with. James and his team do what they do because they are really good at it and love doing it – it is not merely a job for them. They are just the kind of people you want looking after your hard earned super. Thanks James. Well done.

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

Louise Poultney
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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PREMIUM FINANCIAL PLANNER CAMBERWELL

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 70+ 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.