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.

decoration leaves 2

What is Retirement Financial Planning?

A retirement financial plan is an evaluation of the way you want to live your life after your career, accompanied by advice to enhance longevity of your funds and investment strategies for retirement that support you achieving what is important to you.

Your financial plan for retirement will empower you to feel confident that you can enjoy your retirement and that your finances will go the distance.

Call Us
Retirement Investment Strategies

Make your transition to retirement secure

Are you looking forward to regaining your time and freedom? How will you use it? Retirement could be more than a third of your life after all, and it is a huge opportunity to revaluate what is important to you.

If you have accumulated the wealth you need to fund a secure transition to retirement, then it is important to ensure you make it last. If you are transitioning to retirement for other reasons like health, redundancy or simply reaching age pension age, you can be reassured that there are lots of retirement investment strategies that could improve your position.

Leaving your plan for retirement to chance, means you are likely to be missing retirement investment strategies that exist for you, which is why getting the right advice for retirement, is likely to be critical.

 

How it works

Transition to retirement with confidence

Following our Proven steps

Define what you value and want to achieve most in life and build your plan around this

1
2

Structure your assets to maximise your Centrelink entitlement

Structure your assets so you pay little or no tax throughout your retirement

3
4

Optimise Estate outcomes for your loved ones

Clearly define where your income will be drawn from

5
6

Invest well to maximise longevity of your funds

Invest within your risk profile and avoid emotional decision making

7
8

Regularly review your position, as retirement management is not set and forget

Establish Your Retirement Financial Plan

Achieve the peace of mind you deserve

Helping you achieve a successful transition to retirement is more than just numbers on a page to us. We listen and will take the time to get to know you. To find out what is important to you and the retirement lifestyle you would like to have.

We then apply our specialist knowledge and retirement investment strategies to demonstrate how to structure your affairs to achieve – Investment income and growth; Eligible Centrelink benefits; Low risk; Low tax; Longevity of your funds; and great estate planning outcomes for your loved ones.

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
decoration leaves 1
decoration leaves 1
decoration leaves 1
decoration leaves 2
decoration leaves 2

Get In Touch

Interested to discuss something?
Have a question or comment?
Submit your details and we’ll be in touch.

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.