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.

Professional Local Advice Solutions

Serving Your Community Since 2006

At Yield, 80% of our clients come from an 8km radius around our offices, reflecting the fact that most people seek a financial planner near me. Yield are your local financial planning and retirement leaders. From our offices in Surrey Hills and Chadstone (Melbourne), and in Sydney CBD, we service clients from communities in and around these locations. Whether you’re from the green and hilly Eastern suburbs; or beautiful bay side in Melbourne; or in and around the gorgeous Sydney harbour; our team of advisors are here to set you on your way to financial security and freedom.

We know how much communities value kinship, and location is often important for deeper connection. As a Financial Advisors near you, we support many families in your local area, and we welcome the opportunity to show you why so many people in your community choose Yield Financial Planning.

Connect with us locally

Our Offices

Surrey Hills

Our head office, we have a deep connection with Melbourne’s Eastern suburbs. Financial planners servicing local communities, stretching from Richmond to Ivanhoe, Ringwood and beyond.

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Local Financial Advisor near me, we support:

Chadstone

Situated in the shopping mecca of Melbourne, our office is convenient and beautiful. Offering financial planning to communities all around Melbourne’s south and the bay side area, from St Kilda to Frankston and the peninsula.

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Local Communities we support include:

Sydney

Right in the heart of the CBD with excellent access to Sydney’s beautiful Sydney Harbour, Yield’s financial planners support Sydney siders across the harbour.

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Local Communities we support:

Testimonials

What Our Clients Say

We have entrusted our wealth creation and future security with Yield Financial Planning 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 Yield Financial Planning!!!

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

Penny O’Grady & Trevor Shevchenko
Renae Chapman & Tim Walsh
Kevin & Anne Kennelly
Ken & Frances Moore
Tim Prosser
Angela Henwood
Wade Lamberth & Narges Bayat
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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.