Finalists in the 2019 IFA Excellence Awards!      The team at Yield Financial Planning are proud to announce that we have been named a  Finalist in the 2019 IFA Excellence Awards for ‘Client Servicing Company’ of the Year.    We are also pleased to announce that our Managing Director, James McFall has been recognised individually as a  Finalist for ‘Goals Based Adviser’ of the Year.    It's been an excellent year for us at Yield so far and this recognition of the work we are doing is amazing. Especially at a time that is so difficult for the industry at large.   We’d like to say a special thankyou to Ben Brockhurst for nominating us. Your support and partnership is really appreciated and valued.  The IFA Editor, James Mitchell says:  “The past year has been a difficult one for the industry but the IFA Excellence Awards is a chance to honour and showcase an industry that strives to be a guiding light in the lives of its customers.”   “These finalists have not only survived one of the toughest years for the industry but they have thrived. They have created their own opportunities and will be the leaders of the industry moving forward. Congratulations to all the finalists, there were a lot of nominations and it came down to the wire for a lot of categories. Good luck and we look forward to seeing you all at the ceremony later this year.”  Winners are announced on Friday 6th September, so we’ll hopefully have some more good news to announce.

The team at Yield Financial Planning are proud to announce that we have been named a Finalist in the 2019 IFA Excellence Awards for ‘Client Servicing Company’ of the Year.

We are also pleased to announce that our Managing Director, James McFall has been recognised individually as a Finalist for ‘Goals Based Adviser’ of the Year.

When it comes to Investment Property - one or two will normally do

When it comes to Investment Property - one or two will normally do

Often owning just one or two good quality properties long term can produce better outcomes than chasing short term gains by 'flipping' properties. Yield Financial Planning Managing Director James McFall looks at why holding good quality property for the long term could prove a better wealth creation strategy for your future.

We're Living Longer: How to Plan your Finances for Longer Lives

We're Living Longer: How to Plan your Finances for Longer Lives

In the last half a century, the average life expectancy of both women and men in Australia has continued to rise and rise - from around 74 years old to 84 years old [https://www.aihw.gov.au/reports/life-expectancy-death/deaths-in-australia/contents/life-expectancy].

The number of people hitting the incredible 100-year-old mark is also on the rise and this poses a serious problem for many people. Most notably, how to fund your life after retirement.

Big Banks no Longer offering SMSF Loans

Big Banks no Longer offering SMSF Loans

Last month, Westpac announced that it would no longer be offering SMSF loans for both residential and commercial properties as of the 31st of July.

Since then, more of the big banks have followed suit and declared they will also be moving out of the SMSF lending space. The Commonwealth Bank is now the only big bank continuing to offer SMSF loans to its customers.