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.
Get The AdviceYou Deserve
Financial Planners Surrey Hills
Chadstone & Sydney CBD
Founded by James McFall in 2006, Yield are a team of 15, dedicated to offering premium wealth and retirement advice. Our head office is in the leafy eastern suburbs community of Surrey Hills and we have strong ties throughout the eastern suburbs of Melbourne. In 2010 we expanded to Sydney where we support a diverse group of professionals and business owners and most recently we opened our Chadstone office in 2022.
Sharing over 100 years of experience, our team are diverse, ethical, caring and thorough. We specialise in the needs of professionals, business owners and HNWI’s, but are known for going out of our way to help every one we can. We can help you invest confidently and develop a financial plan that gives you the clarity and empowerment you are seeking because we understand money! We know how you make it, keep it, and will even help you feel confident spending it, now and in retirement.
Our ‘secret’ for consistently helping clients grow wealth and retire securely is to personalise our financial solutions to what they are trying to achieve. Financial advice in YOUR best interest, is the key. This simple philosophy is how we build long lasting relationships, and with 80+ 5 star google reviews it demonstrates the success of this obvious and proven approach.
Proudly, we have always been independently owned and have operated a fee for service investment model since our inception. Well before it became mandatory in the financial planning industry in 2013, because it is transparent, and that is what we are all about.
Four PROVEN Steps =Personalised Financial Planning
A conversation about You
We will get to know you, how you use your money currently and the life you aspire to live.
Create your personal financial roadmap
We analyse your current plan and provide a vision for how you can evolve and measurably improve your position.
Take Action and Yield the Benefits
By following the advice in your plan, you will put yourself on a path to financial freedom and retirement security.
Review, Measure and Monitor
By partnering with the Yield Financial Planning team, we will help you manage change and keep your plan on track for life.
Our 12 Commandments
Client Comes First
Treat clients with care and respect always
Honesty
Be honest with our clients, our peers and ourselves. Honesty breeds honesty
Respect
Respect the difference in everyone and try and learn from it
Continuous Improvement
Continuously look to evolve and improve in everything we do.
Accountability
Be accountable for what we believe and the work we do and don’t blame others
Professionalism
Demonstrate skill, good judgement and polite behaviour
Company Culture
Maintain an environment that is enjoyable and challenging to work in
Solutions Focused
Don’t present a problem alone, but one or more potential solutions
Teamwork
Working as a team will always deliver better outcomes than a group of individuals.
Praise Good Work
Acknowledge peers and clients when they do something well and you will in turn be acknowledged
Work Life Balance
This is the key to being fulfilled and is essential to our shared success
Success
Success will be achieved when we live by what we stand for
We Can Help You
Lets Start The Conversation
With 9 industry awards and professional practice recognition from the Financial Planning Association of Australia, you can feel confident you are working with a team that place your interests first and will provide personal financial planning always.
Local TeamPersonal Advice Solutions
You get more than just a financial advisor when you partner with Yield Financial Planning. Our team of retirement planning experts become your team and we all play our part to deliver one of the best rated and recognised client experiences in the industry. With our team support, you will benefit from:
- Financial planning knowledge and experience that spans over 100 years
- Proven investment expertise including specialist property planning
- Qualifications including Masters, Bachelor’s Degrees, Advanced Diplomas and Certified Financial Planner CFP® status
- A team that are cohesive and share knowledge regularly
Importantly also, if you need advice that extends beyond our inhouse capability, we have a network of related professionals that we can introduce you to or we will work directly with yours. For us, it is all about delivering a client experience that you will want to talk to your friends and family about. This is why we have a Net Promoter Score rating of 81+ as well. Because we set our bar high for every client we work with and we will for you too.
Give Us A Call
Meet the people behind Yield Financial Planning
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.
