Conveniently located in Surrey Hills, just a short drive from Oakleigh, our experienced team provides personalised financial advice tailored to your goals and every stage of life. With expertise across investing, retirement planning, SMSFs, tax and debt planning, we’ll create a strategy that’s tailored to your goals and evolves as your life changes.
Everything starts with understanding what’s important to you.
We create a personalised financial plan to support your long-term goals.
With ongoing advice and support, we’ll help you stay confident and enjoy the future ahead.
For more than a decade, we’ve walked alongside our clients through the financial decisions, milestones and changes that shape their lives. Their continued trust, together with the recognition we’ve received across the industry, is a reflection of the 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
We believe the best way to understand our approach is through the people we’ve helped. Hear from our clients about how personalised financial advice has given them greater clarity, confidence and peace of mind as they work towards the future they want.
Their stories give you a genuine look at the relationships we build and the difference having the right advice and support can make along the way.
Build long-term wealth with a personalised strategy that brings together investments, superannuation, tax planning, and business advice, helping you make the most of every financial opportunity. Explore More
Retire with confidence through a personalised strategy that helps maximise your wealth, create sustainable retirement income, and enjoy the lifestyle you’ve worked hard to achieve. Explore More
Whether you’re buying your first home, growing your investment portfolio, or planning to sell property for retirement, we’ll help you make informed decisions that support your long-term financial goals. Explore More
Whether you’re purchasing, refinancing, or investing, we’ll help you find lending solutions that support your broader financial strategy while balancing cash flow, debt, and future opportunities. Explore More
Navigate aged care with confidence through personalised advice that helps you understand your options, protect your wealth, and support the wellbeing of you and your loved ones. Explore More
Create a lasting legacy by ensuring your assets are passed on according to your wishes while protecting the people who matter most.
We’re honoured they trusted us with both their financial journey and their story
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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
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 a financial planner serving Oakleigh, start with a free initial consultation. Just a short drive away in Surrey Hills, our experienced team is here to help you achieve your financial goals with confidence.
Our office is conveniently located in Surrey Hills, just a short drive from Oakleigh, 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.
Yes. We offer a free initial consultation with an advisor. 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 free 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 free initial consultation, either in person, over the phone, or online.
People choose Yield because we put their goals first. We believe great financial advice starts with 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 solely 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!!!
