Yield Financial Planning

Call Directions Website

Yield Financial Planning Good Fortune Needs Great Planning Our goal is to have a long working relationship with every client and deliver a premium service always.

We are a full service financial planning business, with a history of providing clients Genuine Fee for Service Financial Planning and investment advice. We understand that advice that is right for one person may be completely different for you and we design our strategies to suit your individual objectives. The Yield team have decades of experience, with qualifications including Degrees, Masters, Advanced Diplomas and CFP® status and we share knowledge regularly. Yield can assist you with

Wealth Accumulation – We will help you: Make informed investment decisions; Achieve lower tax outcomes; Reduce debt; Embrace Super including SMSFs

Insurance Advice – Your biggest asset is probably your ability to earn an income. We will help you: Establish a policy that is low cost; Structure it tax effectively; choose a quality contract; Assist you through the claims process

Pre-retirement planning – There are a plethora of options that exist to achieve a better retirement outcome. We will help you develop a plan that focuses your resources on achieving a quality retirement

Retirement Planning – This is arguably the time in your life you will benefit from a financial plan more than any other. We will help you structure your assets to maximise what you have by achieving good investment outcomes; lower tax outcomes; maximising Centrelink eligibility; Creating considered Estate outcomes

Mortgage Structuring and Property Advice – Our close working relationship with Property Planning Australia gives you access to quality Mortgage broking and Property related services. Property Planning Australia is multi award winning and can help you keep more money in your pocket rather than the banks

If you would like to discuss how Yield can help you. Contact us on 03 9819 0699 and we’ll be happy to start the conversation.

A Big Cheers to Kathryn on recently celebrating her 4 Year milestone with Yield! 🥂🌟Today we’re celebrating Kathryn and t...
07/10/2026

A Big Cheers to Kathryn on recently celebrating her 4 Year milestone with Yield! 🥂🌟

Today we’re celebrating Kathryn and the wonderful contribution she’s made as part of our marketing team over the past four years! Your creativity, ideas and dedication have helped shape the way we share the Yield story and connect with our clients and community.

Thank you for everything you bring to the team and for the care you put into your work every day. You’ve been such a valued part of the Yield journey. Here’s to another year of great ideas, exciting new projects and plenty more to celebrate. 🥳

Learn more about Kathryn: https://yieldfinancialplanning.com.au/team/kathryn-limeira-beaton/

Last week the RBA has lifted the cash rate by a further 0.25% to 4.60%. Its highest level since 2011 and the fourth incr...
05/10/2026

Last week the RBA has lifted the cash rate by a further 0.25% to 4.60%. Its highest level since 2011 and the fourth increase this year. 💸 📈

For borrowers, a change in the cash rate should prompt a review of your home loan. While lenders make their own decisions about whether and when to pass on rate changes, even a small difference in your interest rate will add up over the life of a loan.

Do you know?
• If your lender has passed on the recent rate changes?
• Is your rate still competitive?
• Does your loan still suit your circumstances and financial goals?
• Could refinancing, restructuring or simply negotiating with your lender improve your position?

Our Senior Finance Adviser, Frank Musker, can help you review your options and understand what may be available.

Contact us: https://yieldfinancialplanning.com.au/contactus/

Receive fortnightly updates on lending rates: https://yieldfinancialplanning.com.au/subscribe-to-our-newsletter/

Twice a year, we hit pause and allocate time to reflect as a team. 👥🌳 Our Power of 10 planning days provide us with the ...
30/09/2026

Twice a year, we hit pause and allocate time to reflect as a team. 👥🌳

Our Power of 10 planning days provide us with the opportunity to take a hard look at the last year’s results, pressure‑test ideas, and map out what needs to evolve so our advice, service and systems are still fit for the next decade, not just the next quarter.

It was a day for honest reflection, smart refinement and big‑picture thinking, all with one aim. Making sure the experience our clients matches the standard we set for ourselves. We wrapped up the day by crowning this years footy tipping guru - congratulations David! As well as some team building fun at an escape room.

Cheers to more growth in FY27!

Please note: Our office will be closed tomorrow for the AFL Grand Final public holiday on Friday, 25 September. 🏆 🏉 We’l...
24/09/2026

Please note: Our office will be closed tomorrow for the AFL Grand Final public holiday on Friday, 25 September. 🏆 🏉

We’ll be back and ready to assist from Monday, 28 September with our usual business hours 8:30am - 5:30pm.

We hope you enjoy the big game and that you have a restful long weekend. 🍻🏈

If you need anything from us in the mean time, submit a contact form and our team will get back to you as soon as possible: https://yieldfinancialplanning.com.au/contactus/

Discover 10 common mistakes trustees make that harm their SMSF wealth journey. 💸🛣️ The mistakes that cause the biggest i...
21/09/2026

Discover 10 common mistakes trustees make that harm their SMSF wealth journey. 💸🛣️

The mistakes that cause the biggest issues are not always obvious. An outdated investment strategy, too much money tied up in one asset, a trust deed that no longer reflects the rules, or missed compliance tasks can all quietly pull your fund away from the retirement outcomes it was set up to achieve.

This guest blog of ours unpacks these mistakes and the practical steps that can help keep your fund compliant, flexible and aligned with your long-term goals.

Read the full blog: https://www.businesses.com.au/money/444554-biggest-smsf-mistakes-trustees-make-in-australia

Which property should you sell first? 🤔💭 For many investors nearing retirement, this can be one of the hardest calls to ...
17/09/2026

Which property should you sell first? 🤔💭 For many investors nearing retirement, this can be one of the hardest calls to make.

Our Property Portfolio Rating Tool helps you step back and compare each property against the factors that matter: future growth potential, net rental yield, maintenance costs, tax outcomes and the time and effort it takes to hold.

Many investors spend decades buidling property portfolios, but don't always know where to begin winding down as retirement approaches.

Rate each property side by side, and the decision can become much clearer.

Download our free property rating tool: https://lp.yieldfinancialplanning.com.au/wind-down-strategy-score-card

⭐️ Testimonial Tuesday ⭐️Making decisions about retirement can feel daunting when there are so many moving parts. Clear ...
15/09/2026

⭐️ Testimonial Tuesday ⭐️

Making decisions about retirement can feel daunting when there are so many moving parts. Clear modelling, straight answers and time to talk things through can create a meaningful impact.

A big thank you to MG for taking the time to share this feedback. We’re grateful to be trusted with such an important chapter, and proud of the work Jarrod and Peter do to help clients move forward with confidence.

See how we've helped others on their important journey: https://bit.ly/yfpreviews

Financial decisions should never be one-size-fits-all, but a good starting point can make a big difference. 🤔💡 Our YouTu...
10/09/2026

Financial decisions should never be one-size-fits-all, but a good starting point can make a big difference. 🤔💡

Our YouTube channel is home to 40+ videos and counting, covering the financial topics that matter most: retirement, SMSFs, property, super, aged care, estate planning and more.... 🎥

If you’re looking to better understand a recent change, get clarity on a particular wealth creation strategy, or simply stay informed, our team breaks down complex topics into practical, easy-to-follow conversations.

Subscribe to Yield Financial Planning on YouTube and stay up to date with our latest videos: https://www.youtube.com/

A proposed 30% minimum tax on discretionary trusts has put testamentary trusts firmly back on the estate-planning agenda...
02/09/2026

A proposed 30% minimum tax on discretionary trusts has put testamentary trusts firmly back on the estate-planning agenda. 🔎💸

The important update? Genuine testamentary trusts funded by assets from a deceased estate are set to be exempt, but that does not make a testamentary trust an automatic answer for every family.

This blog unpacks what the proposed changes mean, how testamentary trusts are taxed, and why their real value can extend far beyond tax, helping create more flexibility, protection and clarity around the wealth you leave behind.

A good estate plan is not just about who receives your wealth. It is about how it continues to support them for generations to come.

Read the full blog: https://yieldfinancialplanning.com.au/how-does-a-testamentary-trust-work-in-your-financial-plan/

Today we’re celebrating Dan’s 13‑year anniversary with Yield! 🥳 🎉 A journey that’s seen him grow from a key support in o...
31/08/2026

Today we’re celebrating Dan’s 13‑year anniversary with Yield! 🥳 🎉 A journey that’s seen him grow from a key support in our advice process to our Client Experience Manager, with an influence on almost every part of how we look after clients.

Dan, you’re the person so many of us turn to when something needs to be made clearer, smarter or more client‑friendly. You spot issues early, ask the right questions, and always look for a better way to do things, not for recognition, but because you genuinely care about the outcome.

Thank you for the depth of thinking you bring to your work, the way you support the team behind the scenes, and the steady presence you’ve been for clients and colleagues alike.

Here’s to 13 years of Dan at Yield, and to the next chapter together.

Learn more about Dan: https://yieldfinancialplanning.com.au/team/daniel-dutt/

Address

4/670 Canterbury Road
Surrey Hills, VIC
3127

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+61398190699

Website

Alerts

Be the first to know and let us send you an email when Yield Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category