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Yield Financial Planning

Home
About us
Our Team
Our Values
Pricing
FPA Professional Practice
Our Proven Process
Our Advice
Financial Planning
Investing
Property
Retirement
SMSF
Business Owners
Personal Insurance
Aged Care
Premium Experience
Resources
Frequently Asked Questions
Newsletter
Video Library
Blog
Testimonials
Client Feedback
Our Clients summary of advice benefits
Case Studies
Contact Us
  • Testimonials
  • Client Feedback
  • Our Clients summary of advice benefits
  • Case Studies
 
Featured
Case Study: How to leave the workforce and still provide for your family
Jul 13, 2016
Case Study: How to leave the workforce and still provide for your family
Jul 13, 2016

We recently provided advice to clients where the husband is in his late 60s and still working, looking to determine when he would be able to retire.

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Jul 13, 2016
Case Study: Retirement advice, including Defined Benefit and Direct Property decisions
Apr 14, 2016
Case Study: Retirement advice, including Defined Benefit and Direct Property decisions
Apr 14, 2016

This case study provides a summary of the process we took and the findings we made for clients of ours that were nearing retirement.

A key concern of all pre-retirees is whether they have sufficient funds to live the lifestyle they want in retirement. In this case, we completed several types of calculations, aiding our clients in choosing a defined benefit option, whether selling a property to reduce debt might be beneficial and how their position could look in retirement.

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Apr 14, 2016
Case Study: Business Partnership Insurance
Nov 13, 2015
Case Study: Business Partnership Insurance
Nov 13, 2015

The following case study is a look at how we helped clients of ours that had not reviewed how their business had changed since last they addressed their business partnership insurance needs. It demonstrates the process we took to determining appropriate changes to their insurance setup and the outcomes of that process.

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Nov 13, 2015
Case Study: Planning for Centrelink & Re-contribution Strategy
Oct 15, 2015
Case Study: Planning for Centrelink & Re-contribution Strategy
Oct 15, 2015

The following is a case study of clients we helped transition into retirement by providing clarity around how their financial position could look in retirement, along with analysing options on how they could structure their assets for their retirement. Ultimately, this lead to eligibility to the Centrelink Age Pension and a reduction in estate taxes to any non dependent beneficiaries.

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Oct 15, 2015

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