Knowing what to do with your money isn’t always the challenge, knowing what to prioritise often is. With so many competing financial decisions, it’s easy to lose sight of the bigger picture.
We help individuals and families across Mont Albert bring clarity to those decisions by creating a structured financial strategy that aligns their wealth, lifestyle, and long-term goals.
We bring your investments, super, property, and financial goals together into one clear direction.
We help you understand your options and make confident decisions based on your goals and future priorities.
As life changes, we review and adjust your strategy to keep you moving towards the future you want.
For over 10 years, we’ve helped clients create greater clarity and certainty around their financial future. Our wealth advice is designed to connect every aspect of your financial life, from wealth creation and retirement planning to property, SMSF, insurance, and aged care, so you can move forward with a clear plan and greater confidence.
Empowered Clients we support
5 Star Google Reviews shared by our clients
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
Many people know they want a better financial future but aren’t sure if they’re on the right track.
Our advisors help answer some of life’s biggest financial questions:
Through strategic advice and long-term financial projections, we help provide the answers and direction needed to move forward with confidence.
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Whether through investments, superannuation, SMSF, or broader wealth creation strategies, we help you build a strong financial foundation that supports your long-term goals and future lifestyle. Explore more
Gain clarity around your retirement goals and understand what may be required to achieve the lifestyle you envision. Explore more
Life doesn’t always go to plan. Whether it’s a career change, growing family, property purchase, or unexpected medical challenge, we help ensure your financial strategy continues to support your goals.
From managing mortgages and investment property decisions to planning how property wealth may support your retirement, we help you understand the opportunities, trade-offs, and long-term impact of each decision within your overall financial strategy.
Whether planning for yourself or supporting ageing parents, we help you navigate aged care decisions with greater clarity and confidence. Explore more
Through strategic planning, we help ensure your assets are managed and transferred in a way that reflects your wishes.
Watch our clients share their experiences and the impact the right financial advice had on their lives
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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
Located just a 5-minute drive from Mont Albert at our Surrey Hills office, we work with many local individuals and families who value having a trusted advisor nearby to provide guidance through life’s important financial decisions.
If you’re in Mont Albert and looking for a financial planner to help you build greater confidence in your financial future, our team is here to help. Reach out to arrange your free initial consultation with one of our advisors.
We’re just a 5-minute drive from Mont Albert, with our office conveniently located at Suite 4, 670 Canterbury Road, Surrey Hills VIC 3127.
We also offer flexible meeting options, including in-person, phone, and online consultations, making it easy to access financial advice in a way that suits your needs and schedule.
We work with a wide range of individuals and families, 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.
At Yield, we do not charge for initial meetings. We start with a conversation to understand your goals, the advice you’re seeking, and whether we’re the right fit to help.
If we can assist, we’ll arrange a complimentary consultation where you can learn more about our approach, how we can help, and what working together would involve. There is no obligation, and it gives you the opportunity to determine whether we’re a good fit.
Booking an initial meeting is easy. Simply complete our contact form or call 03 9069 2636 to arrange your free initial consultation.
We’ll start with a brief 15–20 minute phone conversation to understand your situation, what you’re hoping to achieve, and the type of advice you’re looking for. This helps us determine whether we’re the right fit for your needs and how we may be able to add value. From there, we’ll connect you with one of our advisors for a complimentary consultation, either in person, over the phone, or online.
If we don’t believe we’re the right fit for your needs, we’ll always do our best to guide you towards the right professional who can assist.
Your initial meeting is an opportunity to understand how we can help and whether we’re the right fit for your needs. During the meeting, your advisor will discuss your goals, answer any questions you may have, and explain how our advice process works.
Whether you’re seeking guidance around investments, retirement planning, business financial advice, property, or aged care, we’ll outline how we may be able to support you and the strategies that could be relevant to your situation. We’ll also provide clarity around any fees upfront, so you have a clear understanding of the costs involved before making any decisions.
From there, you can decide whether you’d like to move forward and what the next steps may look like.
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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!!!
