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.
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 Advisors Melbourne Results Driven Advice
Awarded to Yield for our high ethical standards and putting our client’s interest first
Founded by James McFall in 2006, we service the needs of Australian professional’s at home and abroad. We harness the latest technology to make our advice accessible, efficient and highly engaging. This has not only improved our service delivery, but also our ability to achieve consistent investment returns that regularly exceed our benchmarks. What guides us, is a relentless focus on delivering an exceptional client experience and our team take wealth accumulation and retirement planning strategies to the next level! We love showing our clients how to achieve big improvements to their retirement prospects, often with relatively small adjustments to their life.
Situated in the leafy suburb of Canterbury, in the inner east of Melbourne and with an office in the Sydney CBD, our team are diverse, ethical, caring and thorough; and we understand money! We know how you make it, keep it, and will even help you feel confident spending it, now and in retirement. Our ‘secret’ for consistently helping clients grow wealth and retire securely is to personalise our financial solutions to what they are trying to achieve. Financial advice in YOUR best interest, is the key. This simple philosophy is how we build long lasting relationships, and our client feedback demonstrates the success of this obvious and proven approach.
Proudly, we have always been independently owned and have operated a fee for service investment model since 2006. Well before it became mandatory in the financial planning industry in 2013, because it is transparent, and that is what we are all about.
Four PROVEN StepsTo Wealth Management Sucess
A conversation about You
Your Yield Financial Planner will get to know you and the life you aspire to live.
Create your personal financial roadmap
We analyse your current plan and provide a vision for how you can evolve and measurably improve your position.
Take Action and Yield the Benefits
By following the advice in your plan, you will put yourself on a path to financial freedom and retirement security.
Review, Measure and Monitor
By partnering with the Yield Financial Planning team, we will help you manage change and keep your plan on track for life.
Our 12 Commandments
Client Comes First
Treat clients with care and respect always
Honesty
Be honest with our clients, our peers and ourselves. Honesty breeds honesty
Respect
Respect the difference in everyone and try and learn from it
Continuous Improvement
Continuously look to evolve and improve in everything we do.
Accountability
Be accountable for what we believe and the work we do and don’t blame others
Professionalism
Demonstrate skill, good judgement and polite behaviour
Company Culture
Maintain an environment that is enjoyable and challenging to work in
Solutions Focused
Don’t present a problem alone, but one or more potential solutions
Teamwork
Working as a team will always deliver better outcomes than a group of individuals.
Praise Good Work
Acknowledge peers and clients when they do something well and you will in turn be acknowledged
Work Life Balance
This is the key to being fulfilled and is essential to our shared success
Success
Success will be achieved when we live by what we stand for
Why Choose Us
With four industry awards and professional practice recognition from the Financial Planning Association, you can feel confident you are working with a team that place your interests first.
Top FinancialPlanning Advisers
You get more than just a financial advisor when you partner with Yield Financial Planning. Our team of retirement planners become your team and we all play our part to deliver one of the best rated and recognised client experiences in the industry. With our team support, you will benefit from:
- Financial planning knowledge and experience that spans over 70 years
- Proven investment expertise including specialist property planning
- Qualifications including Masters, Bachelor’s Degrees, Advanced Diplomas and Certified Financial Planner CFP® status
- A team that are cohesive and share knowledge regularly
Furthermore, if you need advice that extends beyond our inhouse capability, we have a network of related professionals that we can introduce you to or we will work directly with yours. For us, it is all about delivering a client experience that you will want to talk to your friends and family about. This is why we have a Net Promoter Score rating of 67+ as well. Because we set our bar high for every client we work with and we will for you too.
Meet the people behind Yield Financial Planning
Get In Touch
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Free Consultation
Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.
