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
Grow With Yield

Reliable wealth creation happens with great advice

Your local Financial Planner Oakleigh, we are wealth creation specialists and will work with you to grow and develop your financial plan for retirement. Our expertise includes, investing, tax & debt planning, SMSF and retirement advice and we take a highly personalised approach. By getting to know you and the opportunities that make sense, you can be sure you will not get a one size fits all solution with Yield. By contacting us, we will:

  • 1. Identify

    What you value and are trying to achieve

  • 2. Optimise

    Your position by growing and protecting your wealth

  • 3. Help You Enjoy

    A comfortable retirement

Financial Planners Oakleigh

Let the numbers do the talking

It’s a privilege and pleasure to work with so many families from Oakleigh and surrounding suburbs. Bustling and ever changing, we work closely with professionals and business owners from the area primarily. If you are seeking a financial partner that always has your best interest at heart, as well as education and experience to make your advice robust, you have come to the right place.

200+

Empowered Clients we support

73+

5 Star Google Reviews shared by our clients

81+

Net Promoter Score, Exceptional for Financial Advisors

5

Professional Excellence Awards

Money bag
Financial Advisor Oakleigh

Let us show you how to make your money work harder

We are a team of 15 and share over 100 years experience and expertise. We work as a team to create great outcomes for our clients and we regularly ask for client feedback to grow and develop. Choosing to work with Yield as your financial advisors Oakleigh, means you will get advice that is tailored to your benefit, that is regularly benchmarked, and we measure your progress along the way. This way we can ensure that the outcomes you achieve, will give you the peace of mind and the security you are looking for.

There Are 5 Key Steps To Financial Freedom

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Start

To begin we get to know you and explore ideas for improvement

Pay off mortgage or invest

Develop

We help you enhance what you are doing currently by recommending strategies that work for your situation

Protection

We ensure your financial plan is underpinned by risk protection measure

Retirement

We help deliver on your vision for a comfortable retirement

Legacy

We help you take care of your loved ones and make your legacy tax effective and thought through

Amazing Clients Prepared To Go In Front Of Camera

It’s such a privilege to serve these clients that have shared their advice journey

Financial Planning

Plan

Wealth Creation

Grow

Retirement Planning

Retire



Testimonials Straight From Our Clients

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

client's review
Penny O’Grady & Trevor Shevchenko
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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Local Financial Planners to Oakleigh

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. 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.