Step Ahead, the building your wealth and preparing for retirement issue

Stay a Step Ahead!

Welcome to Yield Financial Planning’s October e-newsletter. Each month we provide strategies tips and direction on how to become retirement ready and for everyone in retirement, live off your assets comfortably.

Our articles for you this month include:

1.   Term deposits paying too little? Here is an alternative to consider
2.   Looking ahead to retirement
3.   Protecting your downside is equally important to accumulating wealth

We hope you enjoy this month’s step ahead and we look forward to seeing those of you who have already registered for our upcoming October 26th seminar “Outlook for the Global Share Market”. 

Have a wonderful day.

James and the team at Yield 

Quote Of The Month

Term Deposits Paying Too Little? Here Is An Alternative To Consider

In anticipation of our upcoming share market seminar our key speaker, Ben Brockhurst, has shared an interesting piece about fixed interest investing.

If you’re frustrated with the current term deposit rates - you are not alone. Many disgruntled investors have seen their income eroded as term deposit rates have consistently fallen from well above 8% in 2008!

Read More

Looking Ahead To Retirement

Our Managing Director, James McFall was asked to write for the Financial Planning Association (FPA) about retirement. James' contribution to the FPA explores a number of thoughts you should consider as you approach retirement. 

Read More

Protecting Your Downside Is Equally Important To Accumulating Wealth

All good wealth accumulation strategies are underpinned with risk protection. The biggest asset most of us have in our working lives is our ability to earn an income, so protecting it for your benefit and your families just makes sense. 
A research study conducted by ANZ in 2015 reveals that among families without insurance, the percentage who rated their finances as ‘struggling’ jumped from 14% to 47% after the death of a parent

Read More

Join us for our state of the Share Market address, on Wednesday 26th October

We would like to extend an invitation to our next seminar where we will be focusing on the share market. In particular the presentation will focus on where we are at right now and what we can expect from here.
We will be joined by share market expert Ben Brockhurst. With over 15 years experience as a stock broker, Ben is an engaging and highly personable presenter that we are fortunate to work closely with.
Registration is free but spaces are limited. RSVP now so you don't miss out.

Read More and RSVP

Appreciation From Our Clients

"I have appreciated the time both James and Daniel gave to me, whilst discussing and reviewing my needs for creating my financial plan.  I was heard, regarded and respected and assisted all the way through the process.  They are both very responsive to my emails and questions and take the time to assist and support where they can.  Daniel has been lovely to deal with and is always patient and at the ready to help and support me.  I am very thankful to work with such a professional team and do not hesitate in recommending Yield Financial planning."

- Voula Papadoiliopoulos

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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?


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