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
Financial Planning For Bayside Families

We will show you
how to make your finances sing

Experienced financial planner St Kilda, providing strategic advice. Our team have over 100 years knowledge and expertise showing Australian’s how to make more from their money. We specialise in tax planning, investing, retirement planning and risk management. Our team excel at bringing your plan to life and helping you manage it to your advantage through:

  • 1. Evaluation

    Of what is important to you and your current strengths and weaknesses

  • 2. Formulation

    Of a plan moving forward that makes your money work harder

  • 3. Nurturing

    With your plan in place, we help you keep it on track

Grow Your Wealth And Retire Securely With Yield Financial Planning

By learning about you and what you value. And by understanding what your current plan is. We craft highly personalised financial plans, that take the best of what you are already doing, and layer in advice to accelerate your growth and help you manage risk. We have operated around St Kilda for over two decades, and support many St Kilda families with their wealth creation and retirement planning objectives. With our advice we can help you find peace of mind and security.

250+

Empowered Clients we support

80+

5 Star Google Reviews shared by our clients

81+

Net Promoter Score, Exceptional for Financial Advisors

9

Professional Excellence Awards

Money bag
Financial Planners St Kilda Bringing Your Finances Together

Let us show you a more efficient use of your money

The financial planning team at Yield are passionate about developing meaningful relationships with our clients. This is matched by our love of finance and finding strategies and solutions that make money work harder for you. Our client testimonials reflect satisfaction in our client experience and confidence in their financial position. Local financial planning St Kilda creates long term relationships and at Yield we are a unified team, that is big enough to deliver the highest quality advice, but small enough to really care about all of our clients.

The Way We Will Help You Improve Your Financial Plan

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Analysis

We will start by doing a deep dive analysis on your current position and what you ideally want for your future

Model

We consider a range of pathways to help ensure your decisions are well thought through

Achieve

We provide tangible advice to optimise your position, including tax, investing, debt  and risk management

Underpin

We reduce your risk through strategies and advice

Retirement

We show you how to retire securely, then measure and manage your ongoing progress

People We Are PrivilegedTo Have Helped

Its a great compliment that clients are happy to share their advice journey on camera

Financial Planning

Plan

Wealth Creation

Grow

Retirement Planning

Retire



Quotes and Comments From Happy Clients

Client Testimonial's 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
life planning pyramid
Top notch financial planner st kilda

See why our clients love us and stay with us

Investment management is a core part of the advice we provide and we directly manage over $250m for clients. We actively measure our performance against benchmarks which we regularly outperform. Our plans often project 20+ years into the future, and include measurable strategies, which we track for you, to ensure they continue to deliver and remain appropriate.

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 80+ 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.