YF
Yield Financial Planning
Trusted financial planners helping individuals and families build wealth, plan for retirement, and make confident financial decisions.
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Financial Advisor
$$$
Est. 2015
Trusted financial planners helping individuals and families build wealth, plan for retirement, and make confident financial decisions.
No reviews yet
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.
Personalised retirement planning strategies designed to help individuals and families retire with confidence, maximise superannuation and investments, create sustainable retirement income, and achieve long-term financial security.
Strategic wealth creation advice focused on growing assets, building long-term financial security, and helping individuals and families achieve their lifestyle and financial goals.
Expert SMSF advice and strategic guidance to help individuals take greater control of their superannuation, investments, and retirement planning.
Business planning and strategic advice focused on improving cash flow, building wealth, protecting assets, and helping business owners achieve long-term success.
Specialist aged care advice helping families navigate aged care costs, accommodation options, Centrelink considerations, and financial decisions with clarity and confidence.
Strategic property planning advice focused on your best financial interests. Yield provides guidance on the financial impacts of property investment decisions, including cash flow, tax, debt reduction, diversification, and long-term wealth outcomes, without taking commissions on property sales or purchases.
Strategic advice helping property investors over 50 make confident property wind-down decisions to fund retirement, improve cash flow, and support long-term lifestyle goals.
Tailored in-house mortgage broking and lending solutions designed to support home buyers, investors, and business owners with competitive finance strategies and ongoing guidance.
