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via Google
Melbourne Translation
· 1 month ago
YF
Yield Financial Planning
Trusted financial planners helping individuals and families build wealth, plan for retirement, and make confident financial decisions.
5(10 reviews)
financial-advisor
$$$
Est. 2015
About
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.
Photos
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Location
suite 4/670 Canterbury Rd, Surrey Hills VIC 3127, Australia
Get directions
5.00 · 10 reviews
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Mvia Google
MG
· 2 months ago
Jarrod and Peter provided excellent support with my retirement planning. They developed a comprehensive and well-structured plan, backed by detailed financial modelling, which gave me a clear view of my future options. After receiving recommendations from family members, I reached out to a few financial planners, and Jarrod quickly became my preferred choice. He was forthcoming, transparent, and easy to talk to, which made the whole process feel comfortable and trustworthy from the beginning. It turned out I made the right decision in signing up with him and his team. They are highly knowledgeable, responsive, and took the time to explain everything in a way that was easy to understand. I really value this as an investment in my future, it gives me confidence that I’m making informed decisions rather than going in blind. Very satisfied with the service and would highly recommend them to anyone looking for professional and reliable financial advice.
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rita cauchi
· 2 months ago
I had a really good experience with Yield Financial Planning. Tamsin Wood was friendly, approachable, and very easy to talk to. She explained things clearly and in a way that actually made sense, and I really appreciated her honesty and transparency throughout the session. She made the whole process feel comfortable and non-intimidating, and I felt listened to and respected. She clearly knows her field and has a very reassuring way of working with clients. Overall, a very positive experience and I would definitely recommend her and the service.”
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Gab Fitz
· 3 months ago
Very happy with Jarrod's professionalism and responsiveness
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Misz Jayyy
· 4 months ago
We had a great experience working with Frank at Yield Financial Planning. He made the whole home loan process feel really easy and stress-free from start to finish. Frank was always happy to answer our questions, kept us updated along the way, and made sure everything stayed on track. His knowledge and efficiency really stood out, and he helped us secure a great result in a short amount of time. We’d happily recommend him to anyone looking for a reliable broker!
Cvia Google
Chanelle Mastronardo
· 4 months ago
Frank at Yield was wonderful to work with. Frank was generous with his time and expertise, informative when we had questions, and always prompt in his responses. I would highly recommend Frank and the team.
