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.

    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.

Yield Financial planning team
FINANCIAL PLANNERS HAWTHORN

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:

  • 1. Listen

    So we understand your story and goals

  • 2. Establish

    Demonstrate how we can assist you to reach your goals

  • 3. Achieve

    Put your plan into force and monitor and manage it with you

Grow With Yield

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

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FINANCIAL PLANNERs HAWTHORN WITH EXPERT KNOWLEDGE

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

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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.

Pay off mortgage or invest

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.

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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

Financial Planning

Plan

Wealth Creation

Grow

Retirement Planning

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

client review - Renae Chapman & Tim Walsh
Renae Chapman & Tim Walsh
client review - Kevin & Anne Kennelly
Kevin & Anne Kennelly
client review - Ken & Frances Moore
Ken & Frances Moore
client review - Tim Prosser
Tim Prosser
client review - Angela Henwood
Angela Henwood
client review - Wade Lamberth & Narges Bayat
Wade Lamberth & Narges Bayat
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FINANCIAL PLANNER HAWTHORN WITH STRONG TIES

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 Started

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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.