Your financial journey is unique, and the right plan should fit around your life. We’ll help you make sense of where you are today, explore your options and put a clear plan in place for what matters most to you.
We have a long-standing connection to Malvern, having previously had an office in the area. While our team is now based at our Surrey Hills office, we continue to support individuals, families, professionals, business owners and retirees across Malvern and the surrounding suburbs.
How we work:
We take the time to understand your goals, priorities, and what you want your future to look like
We create a personalised financial plan that brings every aspect of your finances together and gives you a clear path forward.
As your life evolves, we’ll review and refine your strategy to help you stay on track and make confident financial decisions.
Malvern is where our story began, and we’re proud of the connection we’ve built with the local community over the years. For more than a decade, we’ve had the privilege of supporting clients through the financial decisions and life changes that matter most. Their continued trust, together with the recognition we’ve received across the industry, reflects the genuine relationships we build and the difference we strive to make.
Empowered Clients we support
5 Star Google Reviews shared by our clients
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
If you’re in Malvern and looking for a financial planner to support you through your financial journey, we believe the best way to understand our approach is through the people we’ve helped. Hear how personalised financial advice has given our clients greater clarity, confidence, and peace of mind as they work towards the future they want.
Their story offers a genuine insight into our personalised approach and the lasting relationships we build with our clients. Watch the video to see the difference trusted financial advice can make.
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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
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.
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
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
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
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
Helping You Succeed at Every Financial Milestone
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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
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.
If you’re looking for trusted financial advisors Malvern, start with a free initial consultation. Located just a short drive away in Surrey Hills, our team is here to help you achieve your financial goals with confidence.
We previously had an office in Malvern and have since consolidated our team at our Surrey Hills head office, just a short drive away 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.
We work with a wide range of clients, including professionals, business owners, pre-retirees, retirees, property investors, and high-net-worth individuals. Whether you’re looking to grow and protect your wealth, prepare for retirement, optimise your superannuation, manage investment properties, plan for aged care, or navigate complex financial decisions, our advice is tailored to your goals, circumstances, and stage of life.
To learn more, explore our Clients section.
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.
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.
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.
People choose Yield because we put their goals first. With our roots in Malvern and more than a decade of experience, we start by 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 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.
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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.
Empowered Clients we Support
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
We have entrusted our wealth creation and future security with Yield FP 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 YFP!!!
