Yield Financial Planning provides expert holistic financial advice that empowers our clients to live better lives. So many people around the country are stuck under the weight of complicated and fragmented financial advice that doesn’t make sense or align with their life goals. At Yield, we look at the big picture to create a financial plan that allows our clients to achieve their dreams.

Unlike other financial planning firms, our personalised approach means that we spend more time getting to know our clients. We combine education and expertise with an in-depth understanding of the individual needs of our clients to produce financial plans that people can trust their futures on.


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YIELD COMPANY VALUES

  1. Client Comes First: treat clients with care and respect always
  2. Honesty: be honest with our clients, our peers and ourselves. Honesty breeds honesty
  3. Respect: respect the difference in everyone and try and learn from it
  4. Continuous Improvement: continuously look to evolve and improve in everything we do.
  5. Accountability: be accountable for what we believe and the work we do and don’t blame others
  6. Professionalism: demonstrate skill, good judgement and polite behaviour
  7. Company Culture: maintain an environment that is enjoyable and challenging to work in
  8. Solutions Focused: don't present a problem alone, but one or more potential solutions
  9. Teamwork: working as a team will always deliver better outcomes than a group of individuals. 
  10. Praise Good Work: acknowledge peers and clients when they do something well and you will in turn be acknowledged
  11. Work–Life Balance: this is the key to being fulfilled and is essential to our shared success
  12. Success: success will be achieved when we live by what we stand for

OUR TEAM

Our team at Yield Financial Planning has had decades of experience simplifying the task of planning our clients' financial future. We build lasting relationships with our clients, with honesty and integrity at the forefront of all advice we provide.

Our staff have various qualifications collectively including Degrees, Masters, Advanced Diplomas and CFP status and we share knowledge regularly at our fortnightly team meeting and day to day. We also undergo continuous professional education and development to ensure we are always providing you with the highest quality and up to date advice you would expect.

We engage in team building exercises and social events, in order to build relationships with one another, as we believe a team with supportive personal relationships communicate better and in turn work more effectively together.

If you choose to engage with us, you will find that each of our supportive team members has the knowledge and expertise to guide you towards the outcomes that can provide you with peace of mind, clarity and optimism about your future.

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Name: James McFall

Title: Founding Director

Timeline: 

  • 1999: James commenced his career in Financial Planning working for a boutique accounting firm in Sydney
  • 2003: he helped establish and successfully grow the financial planning arm of a Victorian based Insurance broker
  • 2006–present: he founded Fusion Wealth Management, now Yield Financial Planning
  • 2007–2015: owner and Director of Property Planning Australia
  • 2008–2015: owner and Director of The Property School

Background and main points of experience:  Managing Director of Yield Financial Planning, James has dedicated his career to financial planning. 

A strong believer that great advice is underpinned by education, James holds a Master of Commerce (Financial Planning) through the University of Western Sydney, a Diploma of Financial Advising through Securities Institute and is a Certified Financial Planner (CFP).

James has a wealth of experience and knowledge in Property and Share markets. This has been fostered and developed from directorships in Property focused businesses, as well as personal investment and studies in the Share market.

He regularly advises clients on whether Self Managed Super is appropriate for their needs and along with the team at Yield, has developed clear and focused investment strategies that meet the income needs of people in or nearing retirement.

As a business owner, James is passionate about assisting other business owners achieve success, both in maximising their business value and protecting their business form unforeseen events. In this way we have helped several clients incorporate their business into their financial plans in a meaningful way.

With over 15 years advising clients on their Financial Plans, James identifies his success with his client’s success and is completely invested in Yields corporate vision, to deliver an unrivalled client experience.

A regular media commentator, James is an active investor in his own right and follows the same principles he advises his clients on.

What do you most love about your job?:
Working in a cohesive team, all driven to achieve an unrivalled client experience for our clients.

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Name: Prashant Nagarajan

Title: Financial Planner

Background: Prashant commenced his career in financial planning in 2010 and has an abundance of experience advising people on their wealth and retirement planning. Having worked for two boutique financial planning firms and then later for a big 4 bank, Prashant has been fortunate to see the gamut of what financial planning can mean. 

Prashant holds a Masters in International Business from Griffith University, Graduate Diploma in Management through Central Queensland University, and an Advanced Diploma in Financial Planning from RG146 Training Australia.

What do you most love about your job?: The ability to advise and educate clients on creating and managing their wealth, through life’s journey.

 

Name: Daniel Dutt

Title: Senior Paraplanner

Background: Daniel has over 10 years of experience across client service and paraplanning and is passionate about forming strong relationships with clients to offer the most professional and respected service possible.

Daniel has strong knowledge across most areas of financial planning with a particular interest in pre and post retirement planning, risk management and wealth accumulation. He has completed a Diploma of Financial Planning and also has an active interest in investing in to small cap shares.

What do you most love about your job?: The conversation with clients after implementing their plans, when you can really hear the appreciation and excitement they feel for taking the steps to achieving their goals and in particular, the conversations years later when they’ve achieved them. Being able to witness it all take place over the years feels like as much of an achievement to myself as it does to them.

 

Name: Karlo Klasan

Title: Paraplanner

Background: Karlo is someone who thrives on being challenged and always seeks opportunities to develop his knowledge and skills. He values education and has commenced his post graduate studies in order to obtain Certified Financial Planner (CFP) status.

With a creative mindset Karlo actively explores and identifies ways to improve processes and the way advice is delivered. As a young professional, Karlo looks forward to seeing the financial planning industry evolve and shaping it in his own right.

What do you most love about your job?: I love that as a team we share ideas and educate each other which in effect improves our development and the way we get things done.

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Name: Justin O'Leary

Title: Client Care

Background: Justin O’Leary has completed a Bachelor of Commerce (Financial Planning, Finance and Economics) at Deakin University. Having an eye for detail and being a fast learner made him a natural fit for the team at Yield, where he strives to create the best possible experience for our clients through the support of our Financial Planning team. He hopes to build on his knowledge with Yield so that he can deliver a better experience year after year.

What do you most love about your job?: The opportunity to grow my career in Financial Planning with a company that shares aligned values to my own.

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Name: Nicole Sidoti

Title: Marketing & Comms Manager

Background: Nicole has been working in design and communications roles for 15 years and has been working with Yield since 2013. She is an experienced designer, skilled at channelling business objectives into brand strategy that connects with clients and fosters the sense of community and personal attention that is so important to us at Yield. Nicole lives by the Yield values and seeks to implement these in all forms of Yield communication.

What do you most love about your job?: Communicating with clients through design. I love getting a sense of the Yield community and then finding a way to represent that visually.


OUR PARTNERS

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Property Planning Australia

At Property Planning Australia we empower Australians to create their desired lifestyle through a fusion of strategic financing solutions and property education. Our service is never-ending and provides peace of mind from the outset through to retirement.

Click here for more info on property planning advice. 

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Harting Private Wealth

Personalised, Strategic, Direct Share advice. Blended with your financial plan to achieve optimum investment outcomes.

Click here for more info on investing in direct shares. 

 

cgib

Specialising in commercial & general insurances, cgib provide a full service general insurance experience from application to claim. With a focus on value for money, cgib can assist with finding policies suitable to you and should the need to claim ever arise, they will deal with the insurer on your behalf.

Click here to find out more about cgib on their web site.