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.

The way to grow wealth successfully, is to coordinate a savings plan with an investment strategy, that supports the life you want to live.

Investment Planning 4 life

Your investment planning should be done with foresight, considering your risk profile and include clear investment strategies to ride out the down times in share and property markets.

A survey of 1,000 people completed by Prudential Financial in 2011, found that 58% of those surveyed had lost faith in the share market. What’s staggering about this, is that share markets had recovered 100% from their GFC lows by this point and substantially more since then, demonstrating that successful investors think in years, not days or months. As your investment advisor, we will help you adopt a successful investor mindset.

Using Home Equity to Maximise Financial Goals & Commitments for Retirement

Wealth Creation
Does not need to be difficult

We know that you have worked hard to reach this point and you can rely on our Investment Advisors to personalise an Investment Planning solution for you including:

  1. Investment Options: Managed Accounts; Shares; Property; Ethical; Managed Funds; ETF’s
  2. Investment Structures: Superannuation; SMSF; Companies; Trusts; Individual; Joint; Other business structures
  3. Property Planning: Integrating your property decisions into your financial plan including, as an; Upgrader, downsizer, Investor, Renovator, Developer, First Home Buyer

Wealth creation success is not difficult when you approach it deliberately and when you are consistent about it. Importantly it is never too late to develop your own wealth creation investment plan.

Risk Management

Managing risk improves investment outcomes

When measuring how successful your investment and wealth creation endeavours are, it is just as important to avoid losing a dollar as it is to make one. In fact most investors have loss aversion, which means you are likely to feel the grief of a loss, more than the joy of a gain. Because of this your investment portfolio should fit with your risk profile and be structured to put you in control of as many of the variables as possible.

Risk Management Strategies which set you up for investment success are illustrated here and form the basis of all sound wealth creation strategy, so you achieve the outcomes you desire.

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Your financial investment advisor with Yield will consider your risk profile and help you choose investments that make sense for you.

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.

Kevin & Anne Kennely Retired

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

Penny O’Grady & Trevor Shevchenko Working Professionals

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

Renae Chapman & Tim Walsh Retired
Our Investment Planning Expertise

Your Investment Planning Success

Choosing Yield as your financial investment advisor, ensures measured and consistent investment management, with proven wealth creation investment strategies and investment results. Our investment planning philosophy follows four core principles:

  1. Identify what you are comfortable with and work with it
  2. Identify best in market investment strategies
  3. Change when change is needed, not change for change sake
  4. By managing risk well, we can enhance your returns

Our monthly investment committee, consists of our managing director and two external asset consultants and we manage change proactively, using leading research from Morningstar to support our recommendations. This thorough and consistent approach to investment strategies is why our clients trust us to manage more than $125 million of their wealth.

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We’re economics nerds at heart and will help you identify investment strategies tailored to the life you want to live.

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Get In Touch

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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.