We offer long term financial planning for families and individuals in Surrey Hills, supported by a trusted team based locally, giving you access to expert advice close to home. We always guide you through a structured, ongoing process:
We take the time to understand your current position, your goals, and what financial success looks like for you and your family.
We design a long term plan to manage, grow, and protect your wealth.
As your life and circumstances change, we continually review and refine your plan
At Yield, we deliver strategic wealth planning backed by over 10 years of experience, with a clear and considered approach to every plan. Trusted by our clients and recognised for our industry expertise, we’re committed to helping you achieve lasting financial confidence.
Empowered Clients we support
5 Star Google Reviews shared by our clients
Net Promoter Score, Exceptional for Financial Advisors
Professional Excellence Awards
At Yield, retirement and financial planning is about more than just numbers, it’s about understanding you. Whether you’re growing your wealth, planning for retirement, or navigating important financial decisions, we provide clear advice and a structured path forward, so you always know where you stand and what comes next.
Turn your financial goals into a clear wealth-building strategy through investments, super, tax, and business planning, helping you make the most of every financial opportunity. Explore more
Whether you’re purchasing a home, expanding your investment portfolio, or planning to sell investment properties for retirement, we’ll help you make informed property decisions that align with your long-term financial goals.
Retire with confidence through a personalised strategy that maximises your wealth and gives you the freedom to enjoy the lifestyle you’ve worked hard to achieve. Explore more
From purchasing and refinancing to investment lending, we help you secure lending solutions that support your broader financial strategy while balancing cash flow, debt, and future opportunities. Explore more
Simplify the financial complexities of aged care by helping you understand your options, protect your wealth, and make confident decisions that support the wellbeing of you and your loved ones. Explore more
Ensure your assets are passed on according to your wishes with a clear estate plan that protects your loved ones and preserves your legacy for future generations.
Every journey is different, but the need for clarity and confidence remains the same
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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
At Yield, our investment strategies are designed to deliver strong, consistent performance over time, with a focus on outcomes that matter. Alongside this, we provide clear, forward-looking projections, helping you understand where you are today and what your financial future could look like over the next 20+ years.
Our approach is centred around how we support you:
We’re proud of the trust our clients place in us, reflected in our 81+ Net Promoter Score (NPS®) and 120+ five-star Google reviews. It’s this commitment to delivering real, measurable outcomes that defines how we work with our clients.
If you’re looking for a financial planner in Surrey Hills and ready to feel more confident about your financial future, we’re here to help you. Reach out to arrange your free initial consultation with one of our advisors.
Yes, we have a local office in Surrey Hills at Suite 4, 670 Canterbury Road, Surrey Hills, VIC 3127. Feel free to reach out to book your free initial consultation with one of our advisors, we’d be happy to help.
We offer holistic financial advice services covering your full financial journey. This includes retirement planning, investment advice, business financial planning, property investment, SMSF advice, insurance, aged care planning, and mortgage broking.
To learn more, explore our services section.
To book an initial meeting you can fill out our contact form or give us a call on 03 9122 8705. Our team will reach out to have a quick chat, understand what you’d like to achieve, and see how we can help.
If we’re the right fit, we’ll connect you with an advisor. If not, we’ll guide you toward the right professional.
In your first meeting, you’ll get a clear understanding of how we can support your goals and how we work. Your advisor will walk you through how we can help across what you want to achieve, whether that’s investments, retirement planning, business financial , property or aged care. From there, you can decide if it’s the right fit for you and how you’d like to move forward.
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!!!
