How can we help?
Good fortune needs great planning
Our mission is to diligently advise, educate and empower Australian professionals and business owners to retire comfortably and to achieve the financial goals that are important to them. This is the reason we exist!
For us to succeed with this, we need to get to know you and this is the aspect of our role we enjoy the most. We aim to form deep relationships with all of our clients, so we can be there for you, as your needs change.
If you are searching for highly personalised financial advice that will give you peace of mind, free up your time and grow your wealth sustainably, feel free to contact one of our financial planners for a no obligation discussion.
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 financial goals, be it wealth creation, risk management or retirement planning.
Below is a summary of some common themes we see amongst our clients at the various stages of life.
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 recommend direct shares when they are appropriate. →
You are over half way through your working life and 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 should be of high consideration and we will favour strategies with guaranteed outcomes, such as tax savings where possible. →
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 structure your affairs to achieve a low tax outcome; receive Centrelink benefits where possible; manage risk to ensure longevity of your funds; invest to create capital growth on assets not needed n the short term; and achieve a low estate tax outcome for your family. →
We understand the unique needs of a business owner, like irregular cashflow or the risks associated with being sued and we can help you structure your investment strategy to manage risk. We will apply our understanding of small business tax exemptions to help improve after tax business value and will work with you and/or your other advisers, to help connect your business with your personal financial plan. We offer specialist business insurance advice, including key man and buy / sell advice. →