February Newsletter: How Much Does Financial Planning Actually Cost?



Yield Financial Planning Newsletter


Hello there,

Happy New Year from all of us here at Yield!

We hope your summer break has been super relaxing and that 2018 brings you happiness and prosperity.

Off the back of a big year in 2017 for the global economy, we have hit 2018 running and signs are good for the year ahead.

Coupled with almost uniform global growth at the moment, the speed that technology is influencing your financial planning options combines to make it a very good time for investors.

With this said, if you have never sought financial advice before, it can be daunting to consider how much it may actually cost? To help unravel this for you we’ve written a piece for you today that endeavours to answer this.

We also share a tip from our ‘Top 5 pre-retirement strategies’ Ebook for consideration to get you thinking about retirement on your terms.

And our third article for you this month, centres on protecting what you value most in life, with insurance. This is a topic that you’d probably prefer not to think about, but it is important to challenge your thinking and plan with foresight, what you would want to happen if the worst case scenario were to play out. Our article provides insights into what covers are available, how much is enough and how you can structure it. Even if you have cover, it may not be enough; it may not be a good policy; and it may not be cost effective, so it is worth reconsidering this now if it has not been looked at for some time.

As always we welcome your questions or feedback and will look forward to seeing many of you throughout the year.

Have a wonderful day.

James and the team at Yield


From The Blog This Month



How Much Does Financial Planning Actually Cost?

How Much Does Financial Planning Actually Cost?


So you are thinking about getting some financial advice to either assist with your retirement planning or just ensure your finances are as healthy as they can be.


Before you go out and get financial advice you probably want to know how much you may expect to pay for quality financial advice.


Read More



Ebook Summary

Summary: Top 5 Pre-Retirement Strategies


We have put together a comprehensive ebook on the top 5 pre-retirement strategies we are using with our clients right now. 


In this summary we take a closer look at our second strategy, Take Control of Your Investments and Setup A SMSF.


Read More


Yield & You

 Protecting What Matters Most

Insurance helps protect what is important

Insurance can help you protect what is important. Take a look at our in depth guide to the types of insurance and what may work best for you.

Read More


Sign Up For Pre-Retirement Webinar


Reserve Your Place For Pre-Retirement Webinar


Yield Financial Planning
Suite 14, 333 Canterbury Road
Canterbury, Victoria 3126 Australia

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