
financial advisor
Surrey Hills, VICYield Financial Planning
At Yield Financial Planning, we help business owners, professionals, families, and retirees build wealth and retire with confidence through personalised financial advice and long-term partnerships. Founded by James McFall in 2015, Yield has grown into an award-winning financial planning firm with offices in Melbourne and Sydney, supporting clients across Australia and expats living overseas. With specialist expertise in property planning, superannuation, retirement planning, SMSFs, investments, and aged care advice, our team works together to deliver tailored strategies designed around each client’s goals and stage of life. Backed by 120+ Google reviews, 12 industry awards, and professional recognition from the Financial Advice Association Australia, we are proud to have built a reputation for trusted advice, strong relationships, and one of the industry’s leading client experiences. Our vision is to be leading specialist advisors, helping our clients thrive through life’s journey.



