WELCOME TO YIELD FINANCIAL PLANNING 

 

Good fortune needs great planning

The decision to seek qualified financial planning advice is a decision to secure a better future for you and your family. If you are looking to get more out of your finances, you need honest and educated advice that you can rely on to get you the best possible results without any hidden fees or charges. Our fee-for-service offering keeps you front and center and we work closely with you to make your goals your reality.

We incorporate investment expertise in Direct Shares, Direct Property and indirect investments like Managed Funds, with Retirement, Estate and Tax planning. We blend this knowledge with everything we learn about you and prepare financial plans that are highly personalised and meaningful, that create a foundation for the future. All our advice is overlaid with comprehensive risk management advice including insurance and we can work with you on this either in isolation or as part of your broader financial plan.

Choosing Yield to secure your future guarantees honest and proactive advice that puts your interests first, combined with a streamlined client experience that you can depend on.

Why leave your future to chance? Let us help you plan it.


We want to get to know you

At Yield, we look forward to getting to know you. Our clients range in age and every client has a unique set of goals, be it wealth accumulation, property or retirement planning.

Below is a summary of some common themes we see amongst our clients at the various stages of life.

 

Investor

Are you looking for ways to make your money work harder for you? We’ll develop an investment plan to reach your goals. Fundamental to this, is that we help you manage risk. We have access to most investment options available in the market place and have vetted these via external research and our own. For clients with a direct property preference we have a unique approach to incorporating property into our plans. We can also assist with investing in direct shares.  

pre-retiree

When you reach 50 years of age retirement is no longer an intangible concept. You will have accumulated some wealth, but it may not be focused well towards the ‘big’ end goal of retirement. No matter how well — or not — you have planned to date, we will help you develop a focused retirement plan. Superannuation strategies should be of high consideration and we will favour strategies with guaranteed outcomes, such as tax savings and Centrelink entitlements where possible.  

retiree

It's time to put your savings towards funding a secure retirement. We will provide clear direction and peace of mind that you are making your life savings work effectively for you. We will do this by helping you achieve a low tax outcome; structuring to receive Centrelink benefits where possible; manage risk to ensure longevity of your funds; and achieve a low estate tax outcome for your family.  

Business owner

We understand the unique considerations for a business owner, like irregular cashflow or the risks associated with being sued, and we can help you create a suitable investment strategy that manages risk. Our specialist business succession planning and business insurance experience will help you grow and protect the value of your business. We will work closely with your existing advisers and have other experts we can introduce you to when appropriate.