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.
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.
High Net Worth Individual
Planning For Families
High Net Worth Australia
Our High Net Worth Individual clients want their financial and retirement plans secured with investment, property, and tax planning advice. We are trusted to co-manage over $320 Million worth of assets for our HNW clients using our strategic ongoing service.
Yield’s bespoke service includes wealth creation to grow investment value, insurance cover, debt management, tax minimisation structures and legacy planning. With our expertise managing your family’s finances, more time can be spent with the people you love and doing the things you are passionate about.
What is High Net Worth
Individual in Australia
We see HNW individuals and families as those with $5,000,000+ in total financial assets. Our top clients have well above this.
Our financial advisors deliver highly personalised advice that caters to the bespoke needs and complexity of HNW wealth management. You will receive a cohesive advice experience and financial plan with projections 30+ years into the future that are benchmarked and regularly measured.
Assets of Our
High Net Worth Indvidual's
This is the median asset allocation and structure of our high net worth clients. If you think that you are not harnessing the full potential of your finances, Yield can help you reposition your investments to reduce the risk of a loss of capital and refine your strategy to support your family.
Case Study
Our clients are a high income, high net worth couple with multiple entities including companies and trusts. One is a medical professional and the other is a legal professional.
Financial Strategies for Your Financial Goals
At Yield, our HNWI clients have the confidence they will grow and protect their capital to establish a secure transition to retirement.
The number 1 goal clients tell us they prioritise is growing investments and planning for a comfortable retirement. Yield is purpose built to deliver on this goal by:
- Investment consulting, including exclusive wholesale investor opportunities
- Financial protection & risk management solutions
- Family & legacy planning
- Financial Planning & debt advice
- Tax efficiency & structuring advice
Our Approach to Successful Wealth Management
Getting to know you
Your Financial Planner will take the time to discover your personal and financial goals.
Tailoring a Financial Roadmap for You
We review your current plan and provide a vision for how you can improve your financial position.
Take Action and Yield the Benefits
In following the advice provided in your plan, you can rest assured you are structured to provide financial freedom and retirement security.
Review, Measure and Monitor
To ensure that you reach your outlined objectives, our team will assist you in managing change accordingly.
Get In Touch
Interested to discuss something?
Have a question or comment?
Submit your details and we’ll be in touch.
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.
