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.
HNW Investors
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.
What Is A High Net Worth Individual?
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.
Our Median Client Assets
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.
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
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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.