At Yield, we believe financial advice should feel personal, practical, and easy to understand. As one of the top financial advisors canterbury supporting individuals and families, we create tailored financial strategies that support both the life you’re living today and the future you’re building toward.
With our office conveniently located on Canterbury Road, just a 5-minute drive from Canterbury, you’ll always have nearby access to experienced advisors, ongoing support, and in-person guidance when needed.
We take the time to understand your goals and priorities.
We create a financial plan tailored to your future.
We stay alongside you as your life and goals evolve.
With over 10 years of experience, we’ve become trusted local advisors for individuals and families across Canterbury, providing personalised financial advice and ongoing support to each stage of life. Our approach brings every part of your finances together into one clear and cohesive plan across investments, retirement planning, SMSF, selling invetsment properties, business planning, insurance, mortgage, and aged care.
Empowered Clients we support
5 Star Google Reviews shared by our clients
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
At Yield, we believe the best financial advice is advice that creates real and meaningful outcomes for the people we work with. Our approach focuses on helping clients feel more organised, confident, and in control of their financial future through long-term planning and personalised strategies.
In this video, you’ll hear how one couple achieved greater financial clarity and freedom through structured advice, ongoing support, and a clear financial direction tailored to their goals. Their journey reflects the impact the right financial guidance can have over time.
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Turn your financial goals into a clear wealth-building strategy through investments, superannuation, tax planning, and business planning, helping you make the most of every financial opportunity. Explore more
Whether you’re buying your first home, growing a property portfolio, or selling investment properties to fund retirement, we’ll help you make informed property decisions that support your long-term financial goals.
Prepare for the next chapter of life with a retirement strategy that gives you confidence, financial security, and the freedom to enjoy the lifestyle you’ve worked hard to achieve. Explore more
Whether you’re purchasing, refinancing, or investing, we’ll help you find lending solutions that align with your financial goals while balancing cash flow, debt, and future opportunities. Explore more
When the time comes to support yourself or a loved one, we’ll help you navigate aged care decisions with clarity, compassion, and strategies that protect your wealth and family’s future. Explore more
Create a lasting legacy by ensuring your wealth is structured and passed on according to your wishes, providing certainty and peace of mind for the people who matter most.
See how trusted advice helped our clients feel more confident about their future
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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
At Yield, we believe strong financial advice comes from combining experience, strategy, and long-term thinking. As experienced wealth management advisors, we work closely with individuals and families across Canterbury to create financial plans that are structured, adaptable, and aligned with the future they want to build.
Rather than focusing on short-term market movements, our approach is centred around building long-term financial direction. We use forward-looking projections and strategic planning to help you understand how today’s decisions could shape your financial position over the next 20+ years.
What sets our approach apart is how we work with our clients:
We’re proud of the trust our clients place in us, reflected in our 81+ Net Promoter Score (NPS®) and 120+ five-star Google reviews. It’s this commitment to delivering real, measurable outcomes that defines how we work with our clients.
If you’re in Canterbury and looking for a financial planner to help you feel more confident about your financial future, our team is here to help. Reach out to arrange your free initial consultation with one of our advisors.
We support clients locally from our nearby Surrey Hills office at Suite 4, 670 Canterbury Road, Surrey Hills VIC 3127, just a 5-minute drive away from Canterbury. We also offer flexible meeting options, including phone and online consultations. Feel free to reach out to book your free initial consultation with one of our advisors.
We provide comprehensive financial advice across investments, retirement planning, SMSF, insurance, business planning, mortgage broking, property investments, selling investment properties and aged care, helping support every stage of your financial journey.
To learn more, explore our services section.
Getting started is simple. You can reach out through our contact form or give us a call on 03 9122 8705 to speak with our client concierge team. We’ll take the time to understand what you’re looking for whether it’s retirement , investments, property, or broader financial advice and guide you through how we can help.
From there, we can arrange your free initial consultation with one of our advisors, either in person, over the phone, or online. If we feel we’re not the right fit for your needs, we’ll always do our best to guide you towards the right professional who can help.
In your first meeting, you’ll get a clear understanding of how we can support your goals and how we work. Your advisor will walk you through how we can help across what you want to achieve, whether that’s investments, retirement planning, business financial , property or aged care. From there, you can decide if it’s the right fit for you and how you’d like to move forward.
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 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.
Empowered Clients we Support
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
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!!!
