Get in touch with us

Financial Planner Hawthorn
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 Hawthorn
Watch our video
Financial Planner Hawthorn
Financial advisers at Yield Financial Planning discussing wealth strategies for clients
FINANCIAL PLANNERS HAWTHORN

Making Your Money
Fit Your Life

Financial planning is about more than money, it’s about the life you want to create. From our Surrey Hills office, we’re proud to support clients across Hawthorn with personalised advice through every stage of life, from building wealth and protecting what you’ve built to preparing for a comfortable retirement. Indeed, we had an office in Hawthorn.

We also understand the more complex financial needs of business owners, doctors and HNW individuals, helping them make the most of their wealth and plan with confidence.

How we work:

  • 1. Understand You

    We take the time to understand your goals, priorities, and what you want your future to look like

  • 2. Build Your Plan

    We create a personalised financial plan that brings every aspect of your finances together and gives you a clear path forward.

  • 3. Grow With You

    As your life evolves, we’ll review and refine your strategy to help you stay on track and make confident financial decisions.

Financial Planner Hawthorn
Financial Planner Hawthorn
10+ YEARS OF EXPERTISE

Trusted Advice Across Hawthorn

For more than a decade, we’ve supported our clients through the financial decisions and life changes that matter most. The trust they continue to place in us, together with the recognition we’ve received across the industry, reflects the lasting relationships we’re proud to build and the difference we strive to make

450+

Empowered Clients we support

130+

5 Star Google Reviews shared by our clients

81+

Net Promoter Score, Exceptional for Financial Advisors

12

Professional Excellence Awards

Financial Planner Hawthorn
Financial Planner Hawthorn
Financial Planner Hawthorn
Money bag
Financial Advisors in Hawthorn

See What It's Like to Work With Yield

Our clients are at the heart of what we do. Hear how personalised financial advice has helped them make clearer decisions, build confidence and feel more prepared for the future.

Their experiences offer a genuine insight into the care we put into every relationship and the difference trusted advice can make over time.

Financial Planner Hawthorn
A Personalised Approach to Financial Success Watch our video

How We Help Individuals and Families Across Hawthorn

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

Property icon

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.

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

Wealth Protection

Protect what you’ve built with the right insurance and wealth protection strategies, helping safeguard your income, assets, and the people who matter most. Explore more

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

Aged care Icon

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

Financial Planner Hawthorn
Financial Planner Hawthorn
Financial Planner Hawthorn
Financial Planner Hawthorn
Financial Planner Hawthorn
Financial Planner Hawthorn

Financial Advice That Builds Confidence

Helping You Succeed at Every Financial Milestone

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

Plan

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

Grow

Photo of Tim and Renae, Yield Client
Financial Planner Hawthorn
Retirement Planning

Retire

Financial Planner Hawthorn
Financial Planner Hawthorn


Testimonials

What Our Clients Say

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 Hawthorn Photo of Renae and Tim, Yield Financial Planning clients
Renae Chapman & Tim Walsh
Financial Planner Hawthorn photo of Kevin and Anne, Yield Financial Planning clients
Kevin & Anne Kennelly
Financial Planner Hawthorn Photo of Ken & Frances Moore, Yield Financial Planning clients
Ken & Frances Moore
Financial Planner Hawthorn Photo of Tim Prosser, Yield Financial Planning clients
Tim Prosser
Financial Planner Hawthorn Photo of Angela Henwood, Yield Financial Planning clients
Angela Henwood
Financial Planner Hawthorn 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.
FINANCIAL ADVISORS HAWTHORN WITH STRONG TIES

What Sets Our Financial Advice Apart

At Yield, our focus isn’t simply on managing your money, but helping you achieve the life you want it to support. Through personalised strategies, specialist expertise, and long-term partnerships, we help you make confident financial decisions at every stage of life.

  • Specialist Advice -Benefit from a team of experienced financial specialists across retirement wealth, SMSF, property, lending, business planning, and aged care.
  • Proven Client Outcomes – 130+ five-star Google reviews, and 81+ Net Promoter Score reflect our commitment to delivering advice that makes a lasting difference.
  • Future-Focused Planning -We look beyond today’s decisions by creating personalised financial strategies with 20+ year projections, helping you plan with greater clarity and confidence.

If you’re looking for trusted financial advisors Hawthorn, start with a free initial consultation. Located just a 10-minute drive away in Surrey Hills, our team is here to help you achieve your financial goals with confidence.

Book a Free Consultation

Frequently Asked Questions

Do you have an office in Hawthorn?

We previously had an office in Hawthorn and have since consolidated our team at our Surrey Hills office, now conveniently located just a 10-minute drive from Hawthorn at Suite 4, 670 Canterbury Road, Surrey Hills VIC 3127.

 

We also offer phone and online consultations, giving you the flexibility to meet with one of our advisors in the way that suits you best.

Is the First Meeting with a Financial Advisor Free?

Yes. We offer a complimentary initial consultation. It starts with a brief phone conversation to understand your goals and the advice you’re looking for. If we’re the right fit, we’ll arrange a free initial meeting with one of our advisors to discuss how we can help.

 

To book your complimentary initial consultation, complete our contact form or call us on  03 9122 8705. Our client concierge team will guide you through the next steps and arrange a time that suits you.

What Can I Expect from My First Meeting?

Your first meeting is an opportunity to gain clarity and direction. You’ll leave with a better understanding of your current financial position, the opportunities available to you, and how a personalised financial plan could help you achieve your goals.

We’ll answer your questions, explain how we work, outline any fees upfront, and provide a clear picture of what working together could look like. There is absolutely no obligation to move forward, it’s simply an opportunity to see if we’re the right fit and decide what’s best for you.

How to Book a consultation with an Advisor?

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.

Why Choose Yield as Your Financial Planner in Hawthorn?

People choose Yield because we put their goals first. We believe great financial advice starts with understanding what matters most to you and creating a strategy that grows with you over time.

 

As an independently owned, fee-for-service financial planning firm, our advice is transparent, personalised, and focused solely on your best interests. We believe you should always understand the recommendations we make, the value they provide, and exactly what you’re paying for.

decoration leaves 1
decoration leaves 1
decoration leaves 1
decoration leaves 2
decoration leaves 2

Get In Touch

Interested to discuss something?
Have a question or comment?
Submit your details and we’ll be in touch.

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.
decoration leaves 3