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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.

What does a Property advisor do?

At Yield, we take a different approach to property advice. We proudly take no commission from any sale or purchase of any property. We only advise on the financial implications of property investment, so you can be assured that all advice is in your best financial interest.

We review all capital and cashflow impacts; costs associated with sale and purchase; taxes; debt reduction; investment diversification; and opportunity cost. This will help balance your property investments and financial planning goals with your personal life objectives.

PROPERTY ADVISOR FOR SOUND INVESTMENT PLANNING

What type of investor are you?

Are you an Investor; Upgrader; Downsizer; Renovator; Developer; or First Home Buyer? Every step of the property journey presents unique challenges and opportunities for you to make the most out of your investment as possible. Because property is such an expensive purchase, it is not a transaction you will make often across your lifetime. Property planning advice is also a largely unregulated sector, so most people are speaking to advisors that have vested interests and will not be viewing how property decisions effect your broader financial plan.

 

As experienced property advisors who understand the Melbourne and Australian market, we have helped 1000’s of Australians make informed property decisions and we work closely with many of our top clients who are successful property investors.

We help make smart property decisions. We don't accept commission from developers. We have never sold a property.

We are property advisors that only work in your best financial interest

Give Us A Call

PROPERTY ADVISORS AND FINANCIAL PLANNERS

What our unique approach can provide for you

Australians are particularly interested in investing in property and we embrace this. Our financial plans have evolved to help us chart what property decisions are an option for your financial plan.

Our analysis and projections will show you the cashflow and capital impacts of all the property decisions you are considering. This is combined with the mindful advice that is considerate of the goals you have set out that are important to you and your family. Our ‘scenario analysis”, and a financial plan created by us, will consider the various property scenarios for you to make the most informed decision possible.

Avoid making mistakes and ill-informed decisions that could end up costing you tens of thousands of dollars when a better investment option could be right in front of you.

As Seen In

Quote Green

Make your property plan
Work in harmony with your Financial Plan

Property Advisor Melbourne: Investment Modelling at its best

  • Tax planning opportunities
  • Cost management
  • Debt Management & Reduction strategies
  • Concentration risk
  • Diversification
  • Ownership structuring
  • Past performance and future prospects
  • Your Growth and Income goals
  • Tenancy desirability and lease terms
  • Investment time frame
  • Risk Profile
  • Retirement objectives

We have seen the effects of short sighted and ultimately wrong decisions that people have made in a short period of time. Property investing needs careful planning to ensure financial benefits.

Poorly considering your property plan could be one of the most costly mistakes you ever make. Planning your property decisions first, using Yield’s unique and robust methodology, takes the emotion out of the equation and will help you make an informed property investment decision.

Testimonials

What Our Clients Say

We have entrusted our wealth creation and future security with Yield Financial Planning for a number of years now. They truly are professionals who have stayed ahead of the game by making strategic decisions at the right time and have always given sound advice. Security for our future is in great hands. Thanks Yield Financial Planning!!!

Yield Financial Planning have been excellent in their advice and investment strategies being a pleasure to work with over many years. Their strategies and constant portfolio reviews making changes when needed have guided us right through from our working days, the GFC and now retirement. We hold Yield as being an invaluable necessity.

Yield Financial Planning has provided us with professional expert sound advice. It is always a pleasure to deal James and his team who always have our best interests at heart and has set up a sound plan for retirement. James and his team have provided first rate advice and funds management. I have confidence in James’s competence and integrity.

Just the excellent service we receive and doesn’t matter how many questions we have; the staff are happy to oblige. They follow things through and let us think about important and critical matters methodically with a helping hand along the way. So overall the Journey is pleasant, professional and comprehensive yet it is explained to you what could help you or your needs.

I’ve been with Yield for more than 10 years and I’ve found the advice invaluable in helping to navigate life’s twists and turns. Highly recommended 5 Stars!

I would like to congratulate Yield Financial Planning, for their high quality of care, expertise and knowledge they have provided in ensuring my future growth is heading in the right direction. These qualities have reflected both in results and the ongoing follow up as an existing client, which I find reassuring.

Have been with Yield for a few years as my financial planners, and was very pleased when they announced their Mortgage Brokering Services – their Broker had great communication, and at no time was I unsure of where we were in the process. Being my Financial Planner, I was much more comfortable knowing they had my interests at the forefront of all negotiations – rather than getting a mortgage broker off the street who is probably aligned with a bank. From a more financial perspective, Yield saved us over $5000 per year through reduced interest payments alone – I highly recommend looking into Yield Financial

Penny O’Grady & Trevor Shevchenko
Kevin & Anne Kennelly
Renae Chapman & Tim Walsh
Ken & Frances Moore
Tim Prosser
Angela Henwood
Wade Lamberth & Narges Bayat
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Free Consultation

Free Consultation

Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.