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
ENHANCING FINANCIAL POSITIONS

We will give you clarity and confidence

Your Financial Planner Kew, we are local experts that will help you establish your retirement plan and continue growing your wealth. The advice we provide includes investment strategies; investment structures; life insurance; and retirement advice. We support a number of Kew families and have specialist skills for business owners, doctors and high net worth families. When you contact us we will:

  • 1. Analyse

    What is of greatest value to you and your family

  • 2. Establish

    A defined path to your goals

  • 3. Achieve

    Put the plan into action

Financial Planning Kew

Wealth & Retirement

With a bespoke financial plan, retirement could be achievable sooner than you think. We are privileged to have developed the retirement plans for several Kew residents over many years.  Our focus is local Eastern Suburbs advice, but with an aptitude for the sophisticated needs of our community in Kew. If you want advice that provides clarity and security, Yield can help you develop your perfect plan.

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 PLANNER KEW WITH PREMIUM KNOWLEDGE AND EXPERIENCE

Let us highlight what your financial position could be.

Our local team of advisors have over 100 years of experience at your disposal. Your financial plan starts with us understanding what matters most to you and what you are trying to achieve. We then develop highly detailed and thorough cash flow analysis to illustrate how well positioned you are currently and then how our advice will benefit you further. We are big enough to deliver award standard advice, nevertheless still small enough to bond and resonate with you on a personal level.

How We Can Help Your Financial Plan

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Establish

Outlining a plan is the initial step for all of our clients, to view what is achievable in the future.

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Enhance

Growing and building your funds as a result of investment, tax, and debt advice.

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Assure

Protecting your finances is one of the main aspects of financial planning, our advisors are the best in the business at keeping your money secure.

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Retire

The primary goal made possible by an excellent plan and sound advice.

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Transition

Consideration for estate objectives is always a priority to enable your loved ones 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

I have had the pleasure of dealing with James and the team at Yield Financial Planning for a number of years now and cannot recommend them more highly. They are professional and easy to relate to. They are dedicated to remaining at the forefront of financial advice so that they can best support their clients in reaching their objectives. Definitely worth giving these guys a call!

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

Alyce Mattmann
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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TRUSTED LOCAL FINANCIAL PLANNERS

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. Financial planners Kew, 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.