Step Ahead - May 2017 - Federal Budget & Your Financial Plan

Stay a Step Ahead!

Welcome to your May edition of Step Ahead.

It's Federal budget time again and while you may have read or heard a lot about it, our article for you today is designed to specifically break down the aspects that impact your financial plan and what it means for you.

Whether you are contemplating your first home, retirement or are already retired, we've outlined the opportunities and strategies the budget has presented for you. 

At face value, these proposals are excellent incentives, but with some thought and planning they present excellent opportunities for super charging your finances.

We are excited by this budget and the opportunities it presents for your retirement and we welcome the opportunity to speak with you more about it, once you’ve had a chance to read and digest our summary.

In addition to our budget wrap, we’ve highlighted the reasons you need a financial planner and also provided some insight into compound interest, labelled by Albert Einstein as the eighth wonder of the world.
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, in light of the Federal budget

2017 Federal Budget


The 2017 Federal Budget was about security and opportunity, with the Government focusing on guaranteeing essential services and ensuring the Government lives within its means.

Our summary highlights the key superannuation, taxation and social security proposals announced in the Budget and explains what they may mean for you.

Read More

The Need For A Financial Planner & The Benefits That Come With It


We have quantified our value into four key areas of benefit.
Read More

How Does Compound Interest Work & Why Is It So Good?


Compound interest is money building on money. It's the outcome of choosing to reinvest your earnings, instead of spending them. 

Read More

Appreciation From Our Clients

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.

Get social with Yield Financial Planning and join us on Facebook, Twitter and Linkedin

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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