2015 Markets Reviewed and What's in Store for 2016

Stay a Step Ahead

Happy New Year from all of us at Yield and welcome to the first edition of ‘Step Ahead’ for 2016.

After a challenging year for investment markets in 2015, we have a feature article that reviews the year we’ve had and what we could expect from the year ahead.

Similarly, we take a look at the year Yield has had and what’s in store for us in 2016.

Finally, we’d like to invite you to join us on social media, where we will be focusing attention this year to deliver valuable content in a format that is easily accessible at the times that best suit you.

Thank you to all of our clients for choosing Yield for your Financial Planning needs and we look forward to growing and improving our service for you in the year ahead.

Welcoming Justin O'Leary to the Yield family

Justin is currently in his second year of a Bachelor of Commerce (Financial Planning, Finance and Economics) at Deakin University and has recently joined the Yield team.

Receiving a scholarship fund from leading fund manager Platinum International, Justin has an eye for detail and is a natural fit for Yield. 

Justin’s role is to supp
ort the Client Care team and to help create the best possible experience for our clients. 

In his role, he hopes to build on his knowledge so that he can deliver a better experience year after year.

Asked what he loves most about his job, he says:
"The opportunity to grow my career in Financial Planning with a company that shares aligned values to my own."

2015 Investment Markets in review and the year ahead for 2016

In this article we consider the year that was, along with analysis on likely themes in the year ahead, finished off with some practical thinking around portfolio management. 

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Yield 2015 in review and the year ahead for 2016


2015 was an exciting and fulfilling year for Yield and 2016 looks like it will follow suit. We're always working on ways to further enhance and improve our service to our clients and the following article looks at some of those evolutions that took place last year, along with other changes that occurred through 2015 and what's to come in 2016.

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Join us on Social Media

This year Yield will be committing energy to making our Facebook and Linkedin pages a reliable source of quality content. 

We recognise that in the information age, there is a seamlessly endless amount of 'noise' and it is necessary to sort through it to find the quality content. Our goal is to be a source of this quality information, reducing the need to dig through irrelevant material.

By connecting with us, we will provide Financial Planning education, keeping you informed of relevant market news and thoughts. We will endeavour to provide this in a variety of ways, such as infographics, surveys, charts, graphs and videos, in order to keep it entertaining.

Financial Planning is a life long journey we must all undertake and we look forward to becoming or continuing to be a trusted source of information to assist with this over time.


Property Planning Australia Financial Planning has been rebranded

As announced by Property Planning Australia on Friday 01 May, we have rebranded Property Planning Australia Financial Planning to Yield Financial Planning. Yield Financial Planning and Property Planning Australia’s teams continue to work alongside each other to deliver a cohesive client experience across our combined services.

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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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