A LETTER FROM JAMES McFALL
It's never too early, or too late, to start planning!

Dear Reader,

Happy New Year!

We hope your break was relaxing and rejuvenating and that 2019 will bring prosperity.

As a feature of our first newsletter for the year, we outline what is driving investment markets and some of the factors that will influence 2019, as well as relating this to your investment attitude and approach and how we as advisers assist.

Further to this, for those of you who have been thinking about getting a financial plan and want to start taking control of your finances, we’ve provided a summary of what a financial plan is and how it could help you.

We trust you will gain some valuable insights from January’s newsletter and welcome any questions you might have or assistance you need.

To a prosperous retirement!

From James and the team at Yield.

FROM THE BLOG
What's in store for share and property markets
Volatility is expected to be an ongoing theme this year, but it's important to remember that volatility is actually quite a normal part of investing. In this article, we review what is driving markets and provide strategic direction on how to manage it.
 
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Why you need a financial plan
Financial Planners can help almost anyone. In this article, we provide a breakdown of how a Financial Planner could help you by creating a financial plan, along with what you could expect by engaging with one.
 
Yield Video: Insurance Advice Explained
This video explains our insurance advice and how our service is helping our clients protect the things they are working for.
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At Yield we put personal connections first, because it's important for us to know what you want for your retirement and why you want it.

Contact Yield Financial Planning to experience the human touch you've been missing.


 

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