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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.

Awarded
Financial Planners

Working For Your Goals

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. We work to give our clients the most value possible by making their money work as hard as possible.

 

200+

Empowered Clients we support

73+

5 Star Google Reviews shared by our clients

81+

Net Promoter Score, Exceptional for Financial Advisors

5

Professional Excellence Awards

Financial Advice For You & Your Families Situation

We will show you what your financial position could be over the next 30+ years.

We work in 4 key areas; investment strategies; investment structures; life insurance; and financial advice for retirement. Depending on what is important to you, we can contribute to you successfully growing your wealth and empowering you to enjoy it now and in retirement. We will help:

  • 1. Define

    What matters most to you and your family

  • 2. Articulate

    What your plan for the future is

  • 3. Provide

    A cohesive strategy that binds your ideal life now with the retirement you wish to have

FINANCIAL ADVISORS IN CHADSTONE WITH DECADES OF EXPIREINCE

Let us show you what your finances are capable of.

Our team are experts at navigating the constantly evolving world of retirement planning and wealth creation. Trained to identify strategies that improve our clients lives, we are big enough to deliver a consistently rewarding advice experience every time, but small enough to really get to know who you are and what matters to you.

Our clients benefit from a team who assess and project the opportunities that exist to them personally, unlike other financial planners who have a one size fits all model.

How We Can Help Your Financial Plan

Plan

Good fortune needs great planning. We can show you what your financial position could be with and without our advice in 10, 20, and 30+ years.

Grow

See why our investment returns are often so much better than the major industry super funds. Partner with stock and property investment experts.

Protect

Your financial goals rely on your ability to earn an income, so your insurance should always be set up in conjunction with your financial plan.

Retire

Developing a plan for your retirement that you desire and have worked so hard for is our number one priority.

Legacy

Financial decisions over your estate will have intricate tax implications. Our advice will help your loved ones be well positioned to enjoy your legacy.

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

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

Penny O’Grady & Trevor Shevchenko
Renae Chapman & Tim Walsh
Kevin & Anne Kennelly
Ken & Frances Moore
Tim Prosser
Angela Henwood
Wade Lamberth & Narges Bayat
TRUSTED FINANCIAL PLANNERS ACROSS MELBOURNE

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.

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Free Consultation

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.