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.

INVESTING NOW TO LIVE SECURELY IN RETIREMENT

Your Financial Planning Journey

ICT specialist financial advice is transparent, informed and tech savvy. Prospective clients come to us when they know more can be done with their money. For our clients who work in IT, this is usually around the early 40s mark.

At this point, they have successfully established their career and even grown a family, but realise that the next 20-30 years must be spent working on an investment.

HOW WE COMMUNICATE YOUR PERFORMANCE

Tracking Your Investments & Financial Future

Depending on what type investment structure and strategy you create with Yield, we establish accounts for your portfolios so we can manage and you can track your performance.

Plan & Projections

See where you are currently headed and where you could be with our advice in place. We will present you with projections of your financial position over the next 20+ years.

Leading Investment
Platforms

We provide an in-depth interface to monitor the performance of your portfolio, which allows our team to make real time changes to your investments.

Reviews

Our quarterly, bi-annual, or annual reviews will measure where you are now and benchmark and analyse your performance, against the financial projections and plans we originally presented to you.

Our IT Client's Values and Challenges

Our client questionaries will ask you about your goals, values, and fears. This is so we can understand what motivates you and work towards what financial strategies are right for your circumstances.

The two most common fears our IT client’s communicate with us are a loss of capital and insufficient funds. With our IT clients holding a family value median of over $4.5 million, this is understandable.

Our IT client’s most prevalent goals for their financial plan are to grow wealth to fund the retirement they have envisioned, while enjoying the life they love now in the meantime too.

$1.7m

Median Value of Family Home

$2.3m

Median Value of Shares Managed Funds

$768k

Median Value of Investment Property

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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.