We are a full service financial planning business, with a history of providing clients Genuine Fee for Service Financial Planning and investment advice since 2006.

We understand that advice that is right for one person may be completely different for you and we design our strategies to suit your individual objectives.

The Yield team have decades of experience, with qualifications including Degrees, Masters, Advanced Diplomas and CFP® status and we share knowledge regularly.

Our goal is to have a long working relationship with every client and deliver a premium service always.

YIeld can assist you with

Wealth Accumulation – We will help you: Make informed investment decisions; Achieve lower tax outcomes; Reduce debt; Embrace Super including SMSFs

Insurance Advice – Your biggest asset is probably your ability to earn an income. We will help you: Establish a policy that is low cost; Structure it tax effectively; choose a quality contract; Assist you through the claims process

Pre-retirement planning – There are a plethora of options that exist to achieve a better retirement outcome. We will help you develop a plan that focuses your resources on achieving a quality retirement

Retirement Planning – This is arguably the time in your life you will benefit from a financial plan more than any other. We will help you structure your assets to maximise what you have by achieving good investment outcomes; lower tax outcomes; maximising Centrelink eligibility; Creating considered Estate outcomes

Mortgage Structuring and Property Advice – Our close working relationship with Property Planning Australia gives you access to quality Mortgage broking and Property related services. Property Planning Australia is multi award winning and can help you keep more money in your pocket rather than the banks

If you would like to discuss how Yield can help you. Contact us on 03 9819 0699  and we’ll be happy to start the conversation.

Insurance

Personal Finance

Retirement

Yield Financial Planning

Surrey Hills serves as a hub for financial advisory services and marketing coordination in a professional environment.

Surrey Hills

Kirsten McFall

This department focuses on enhancing customer interactions and satisfaction throughout their journey with the organization.

Client Experience

This department provides professional guidance on financial planning and investment strategies to clients.

Financial Advisory

This department provides financial planning and advisory services to clients.

Financial Services

This department focuses on the planning and execution of marketing strategies and campaigns.

Yield Financial Planning

Org chart

Teams

Client Experience

Financial Advisory

Financial Services

Marketing Coordination

Offices

Yield Financial Planning

Org chart

Teams

Client Experience

Financial Advisory

Financial Services

Marketing Coordination

Offices

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