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.
How to build wealth
successfully
The way to grow wealth successfully is to coordinate your wealth creation strategy with the life you want to live.
5 Proven Wealth Creation Strategies
- Start investing – Good investments grow in value over time. Taking the first step is essential to successful wealth creation.
- Contribute to your superannuation – super is built for retirement and has incredible tax concessions
- Borrow to invest – using home equity to buy quality investments can help you compound your return over time
- Dollar cost average – investing regularly over time reduces your market timing risk and creates an investing discipline
- Diversify – diversification helps you manage risk and in turn increase flexibility, which is fundamental to a sound wealth creation strategy
A Yield Client Case Study Overview – Aligning all Financial Commitments We overlayed a ‘debt-washing’ strategy that involves repaying non-deductible debt and redrawing these funds in a separate loan facility for the purpose of investment. This helped to ensure the deductibility of any interest paid as a result of the investment, combined with looking over… Continue reading Wealth Creation
Wealth CreationDoes not need to be difficult
We know you have worked hard to reach this position and that’s why you can rely on Yield’s wealth creation advisors to personalise a suitable strategy for you. Strategic solutions we consider:
- Investment Options: Managed Accounts; Shares; Property; Ethical; Managed Funds; ETF’s
- Investment Structures: Superannuation; SMSF; Companies; Trusts; Individual; Joint; Other business structures
- Property Planning: Integrating your property decisions into your financial plan including, as an; Upgrader, downsizer, Investor, Renovator, Developer, First Home Buyer
Strategic Wealth Management 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 strategy.
Managing risk improves investment outcomes
When measuring the success of your wealth creation strategies, remember that 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.
The puzzle illustrated presents the risk management strategies you can rely on to achieve the wealth creation outcomes you desire.
Yields wealth creation advisors will consider your risk profile and help you grow an investment portfolio that makes 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.
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!!!
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.
Your Investment Planning Success
Choosing Yield as your financial advisor, ensures measured and consistent investment management, with proven wealth creation strategies and investment results. Our investment planning philosophy follows four core principles:
- Identify what you are comfortable with and work with it
- Identify best in market investment strategies
- Change when change is needed, not change for change sake
- By managing risk well, we can enhance your returns
This thorough and consistent approach to wealth building strategies is why our clients trust us to manage more than $250 million of their wealth.
We’re economic nerds at heart and will help you identify a wealth creation strategy that is tailored to the life you want to live.
Get In Touch
Interested to discuss something?
Have a question or comment?
Submit your details and we’ll be in touch.
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.
