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.

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.

HNW MEANING

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.

High Net Worth Wealth Advisors

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.

MINIMISE TAX AND INVEST WELL

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
HIGH NET WORTH MONEY MANAGERS

Our Approach to Successful Wealth Management

1

Getting to know you

Your Financial Planner will take the time to discover your personal and financial goals.

2

Tailoring a Financial Roadmap for You

We review your current plan and provide a vision for how you can improve your financial position.

3

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.

4

Review, Measure and Monitor

To ensure that you reach your outlined objectives, our team will assist you in managing change accordingly.

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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.