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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.
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.
As a High Net Worth Individual you want your financial plan secured with investment, property, and tax planning advice. At Yield, we are trusted to co-manage over $320 Million worth of assets for High Net Worth Investors using our strategic ongoing service.
Yield’s bespoke service includes wealth creation to grow investment value, tax minimisation structures, retirement planning and legacy advice. With our expertise you will have more time to spend with the people you love and do the things you are passionate about.
HNW individuals and families are people with $5,000,000+ in total financial assets. Our top clients have well above this.
As High Net Worth Investment Advisors, we deliver personalised advice that caters to the bespoke needs and complexity of HNWI’s.
This is the median asset allocation and structure of our high net worth clients. If you want to harness the full potential of your finances, Yield can help you minimise the risk of loss and refine your strategy to make the most of what you have worked hard to build.
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.
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:
Your Financial Planner will take the time to discover your personal and financial goals.
We review your current plan and provide a vision for how you can improve your financial position.
In following the advice provided in your plan, you can rest assured you are structured to provide financial freedom and retirement security.
To ensure that you reach your outlined objectives, our team will assist you in managing change accordingly.
A high net worth individual (HNWI) in Australia is typically defined as someone with total assets of greater than $5,000,000 or investable assets that are greater than $2,000,000, excluding the family home.
HNW individuals typically have unique financial needs and opportunities compared to the average investor.
HNW investment refers to the strategies and opportunities tailored for high net worth individuals. These investments can include a wide range of assets beyond traditional stocks and bonds, such as private equity, hedge funds, real estate, and alternative investments.
The goal is to achieve diversification, asset protection, and potentially higher returns. Specialist High Net Worth Financial Advisors gain regular access to HNW investments and are uniquely positioned to assess their suitability for your circumstances. One important consideration is that they are typically less liquid than traditional investments.
Investment options for high net worth individuals are diverse and there is a wide range of investment options beyond traditional stocks, bonds, and real estate. Here are some common investment strategies for high net worth individuals:
The key to high net worth investment options is to build a well-diversified portfolio across different asset classes, to maximise returns, manage risks and fulfill your specific financial objectives.
A high net worth funds manager oversees and manages the investment portfolios of high net worth individuals or families. Their responsibilities typically include:
Experienced and qualified financial advisors can serve as high net worth funds managers. Finding a specialist expert for HNW investing is your key to unlocking wealth management opportunities that help maximise your financial potential.
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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.
