Financial Planner Hawthorn
Enhance Your Financial Position
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.
We will show you how your money grows over time
and help you track it.
A Financial Planner Hawthorn, our team are experts providing retirement advice; investment structures; investment strategies; and life insurance. We cater to the sophisticated needs of Business owners, Doctors and HNW wealth planning and support many in Hawthorn as they seek a secure retirement. We will follow three proven steps:
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1. ListenSo we understand your story and goals
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2. EstablishDemonstrate how we can assist you to reach your goals
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3. AchievePut your plan into force and monitor and manage it with you
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Trusted proven advice
With the help of a defined plan, building wealth should be systematic and predictable. At Yield we are multi awarded leaders in retirement planning and wealth generation. As a business situated in Hawthorn for many years, we understand the complexities of Hawthorn residents including Investing, Tax reduction, and Debt planning. Yield financial planners hawthorn can help you put your best foot forward.
250+
Empowered Clients we support
80+
5 Star Google Reviews shared by our clients
81+
Net Promoter Score, Exceptional for Financial Advisors
9
Professional Excellence Awards
Let us show you how good it can be.
Our local financial planners are experts at investigating the ever-changing worlds of retirement planning and wealth creation. With skills that can improve clients’ lifestyles, we pride ourselves on sharing consistently beneficial advice. Yields business is big enough to offer holistic advice, but small enough to understand you and your situation.
How We Can Help Your Financial Plan
Plan
Developing a plan is the first step for all of our clients, to view what goals are able to be reached in the future.
Arrange
Understanding your situation to ensure the swiftest of transitions towards reaching your goals.
Grow
Building up your current and future finances through best industry standard practices in investment, tax, debt advice, SMSF and retirement planning.
Conserve
Protecting Hawthorn’s finances for over a decade.
Retire
Obtainable through an excellent plan and consistent results.
People We've Helped
We are privileged to serve clients that have shared their advice journey
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Plan
Grow
Retire
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
Renae Chapman & Tim Walsh
Kevin & Anne Kennelly
Ken & Frances Moore
Tim Prosser
Angela Henwood
Wade Lamberth & Narges Bayat
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 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 579, Level 2 UL40, 1341 Dandenong Rd, Chadstone VIC 3148
Suite 2, Level 24, 1 Market Street, Sydney NSW 2000
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.
