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.

What is Property Planning?

Property planning is an analysis of the purchase and sale implications of one or more property transactions, to help make your property decisions informed and to avoid costly mistakes.

It is a review of the capital and cashflow impacts; purchase and sale costs; property tax; debt reduction; investment diversification; opportunity cost; and it will help you balance your property investment and planning intent with your personal lifestyle objectives.

Property Planning = Clarity

Be Informed

Are you an Investor; Upgrader; Downsizer, Renovator, Developer; or First Home Buyer? Every rung of the property ladder presents its own challenges and opportunities. But because property is expensive, it is not a transaction you will make often in your lifetime. What’s more, because property planning advice is largely unregulated, the majority of people you speak to have a vested interest and are not likely to view the decision through the broader lens of how it fits into your overall financial plan.

As a uniquely experienced property investment planner, we have helped thousands of Australian’s make more informed property planning decisions than they potentially would have AND many of our clients are successful property investors.

Yield Financial Planning’s Managing director James McFall has held directorship positions in Property focused companies, including university endorsed property education. His passion for property permeates the culture at Yield Financial Planning, making us your go to property planning investment advisor.

We don’t sell property and never have. We have never accepted commission from developers.

Property advisors working in your best interest. Now that is different!

The way we incorporate Property Planning into your Plan

Is a key point of difference from our competitors

We recognise that many people prefer investing in property and we embrace this. Our financial plans have evolved over time to help chart and navigate the property decision.

Our property investment plans demonstrate the cashflow and capital impacts of the property decision you are considering, as well as overlay advice mindful of what you tell us is important to you and what you are trying to achieve. We call this ‘Scenario Analysis’ and a Yield financial plan will map out the various property scenarios you are considering on paper, to make your property decisions more informed.

Avoid making a mistake that could cost you tens of thousands of $$! Yield’s property planning analysis is suited to all rungs of the property ladder – Investors, Downsizers, Upgraders, Renovators, Developers and First Home Buyers

As Seen In

Quote Green

Make your property plan
Work in harmony with your Financial Plan

Property Planning & Investment Modelling includes:

  • 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

From experience, we know that property investment plans and decisions take thought and often the first thought can be short sighted and ultimately the wrong decision.

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

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.

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
Planning.

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.

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!

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.

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