Step Ahead - June 2017 - Tips for EOFY

Stay a Step Ahead!

Welcome to your June edition of Step Ahead.

It's end of financial year time again and our article for you today is designed to specifically break down the tips and strategies that you may be able to incorporate just before the EOFY ticks over.

We are excited by the opportunities EOFY presents for all of us financially and we welcome the opportunity to discuss these with you, once you’ve had a chance to read and digest our summary, keeping in mind there are more strategies that may be appropriate to your personal and financial circumstances.

Further to our tips, we’ve highlighted the importance of risk profiling and the impact it can have on your long term wealth.
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

Words of wisdom


End of financial year is fast approaching once again! We've included a list of 10 handy tips worth considering before end of financial year, that could help improve your financial situation.

Read More

Importance of Risk Profiling

Read about what a risk profile is and the importance behind it.
Read More

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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