Step Ahead - Property consideration; Protecting your income

Stay a Step Ahead!

Welcome to your April edition of Step Ahead.
With all the talk about the property market filtering through the media at the moment, it’s hard to know which way to turn.

Talk of property values peaking, banking policies tightening and regular media coverage about an affordability crisis for first home buyers, reflect a market that deserves close attention, for buyers and sellers alike.

For those of you nearer retirement, thinking about downsizing your home it may be the perfect time to lock in some gains while the market is strong. To help with this decision we have prepared an article for you that offers 6 essential things to consider before taking this step.
If downsizing is the last thing from your mind right now and your focus is on managing your debt commitments and possibly upgrading your home, then we’ve shone a light on risk protection and how Income Protection insurance is your ultimate safety net, if you become ill or injured. Watch our short video for an educational insight into why Income Protection is so important.

We are pleased to share that the Melbourne office move at the end of March went really well and we are now settled into our new space in Canterbury.
As always we welcome your questions or feedback and will look forward to seeing many of you throughout the year at our new office.

Have a wonderful day.

James and the team at Yield 

Words of wisdom

We Have Moved

Our Melbourne office has moved to 14/333 Canterbury Road, Canterbury. We are settling in nicely and look forward to seeing some of you over the year.

Six Essential Things To Consider Before Downsizing Your Home


If you are considering downsizing your home, it’s likely you are getting close to retirement or are already retired.

This is a smart strategy to explore and could well be the best decision, but it isn’t always and as with every financial decision, should be planned.

Read More

Why Income Protection Insurance?


Income protection provides you with an income stream in the event you cannot return to work due to injury or illness.

Watch our short video to understand how valuable this cover is and the important variables you need to consider when it comes to income protection.

View Here

Appreciation From Our Clients

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In addition to our monthly e-newsletter, we make regular contributions throughout the month to social media. 

With investment markets and legislation constantly changing, social media allows us to connect on the issues that matter to you in an easy and immediate way.

You only need to read what relates to you, so why leave your retirement to chance?


About Yield Financial Planning

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.

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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The information provided is general in nature and should not be relied upon before making a decision to invest, or not invest, in a financial product.

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