Yield Financial Planning

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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.

04/06/2026

Yesterday was Ethans 1 year anniversary here at Yield, and today we'd like to take a moment to celebrate him! 🥳🎉

As a Client Experience Consultant, he sits right at the heart of how our advice is implemented day to day, supporting advisors behind the scenes, keeping complex moving parts organised, and making sure clients feel looked after through each step of the process.

Thank you Ethan for all your work over the last 12 months, we’re glad to have you as part of the team and are excited to see what the next year holds.

Learn more about Ethan: https://yieldfinancialplanning.com.au/team/ethan-low/

02/06/2026

Nothing beats hearing it directly from our clients. ⭐️ Frank’s focus is always on making the home loan process feel clear, seamless and stress‑free, from the first conversation through to settlement.

Feedback like this means a lot to our team and reflects the level of care we aim to bring to every client we work with.

If you’re thinking about your next home loan and want support that actually feels guided and personal, we’re here to help.

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

01/06/2026

Happy 1 year at Yield, Angelo! 🥳🍻

Over the past year, Angelo has brought a calm, client-first approach to every conversation, every interaction, and every step of the advice process. His focus on making things seamless, thoughtful, and supportive reflects exactly what Yield is all about.

Angelo continues to bring energy, care, and plenty of personality to the team. We’re lucky to have him, and grateful for the contribution he’s made this past year.

Learn more about Angelo: https://yieldfinancialplanning.com.au/team/angelo-rosas-ortiz/

26/05/2026

Tamsin recently joined Lifespan’s Female Advice Network Walk & Talk in Melbourne, spending the morning connecting with other women in advice and swapping real‑world experiences from working closely with clients.

These kinds of forums are so valuable for fostering collaboration, sharing insights, and strengthening the support network across the advice community.

We’re grateful to Lifespan FAN for hosting events like this. Tamsin’s already looking forward to the next catch‑up.

25/05/2026

Running a business is one thing, but building long-term wealth alongside it requires a different level of planning. 🔒💭

A recent blog of ours explores the key financial strategies small business owners should consider, from cash flow and structure to succession planning and growing wealth beyond the business.

Read the full blog to see how strategic advice can help turn day-to-day decisions into long-term financial strength: https://www.smartbusinessdaily.com/financial-strategy-for-small-business-owners

21/05/2026

Trouble timing markets amid RBA pivots, US-Iran tensions, and Division 296 super taxes? 🌏📊 True resilience comes from goal-aligned allocations blending ASX shares, REITs, bonds, and SMSF property, with annual rebalancing via fresh contributions to manage CGT.

Diversifying across regions and sectors also helps reduce risk by avoiding overexposure to Australia’s concentration in banks and resources. By including global markets and a broader mix of industries, your portfolio is better positioned to withstand market shocks and deliver more consistent returns over time.

Our full guide unpacks the 8 steps with model portfolios and compliance tips to build resilience that lasts.

Read the full blog: https://yieldfinancialplanning.com.au/how-to-build-an-investment-portfolio/

19/05/2026

⭐️ Testimonial Tuesday ⭐️

Some conversations are easier when you have the right people in your corner. Thank you Kathryn for sharing a bit about your experience with Yield and for the kind words about Frank’s support through the mortgage restructuring process.

See what more than 120 clients have said about their experience with Yield: https://bit.ly/yfpreviews

14/05/2026

The Federal Budget handed down on 12 May 2026 introduced some major updates, including a mix of proposed changes across tax, investments, housing, and aged care. 💰🗓️ Like any Budget, it naturally raises questions about what it means for your financial position.

Not sure how it affects you? 🤔 Reach out for a free initial discussion about what the Budget announcement means for you: https://yieldfinancialplanning.com.au/contactus/

13/05/2026

Selling an investment property isn’t just about price or timing, it’s about how the outcome reshapes your overall financial position. 🏡💸 Tax, cash flow, debt, and future income all intersect here, and small differences in approach can lead to materially different long-term results.

The most effective decisions are rarely reactive. They’re structured, modelled, and aligned to where you’re actually trying to get to. This is where clarity matters most.

Learn more: https://yieldfinancialplanning.com.au/selling-investment-property/

11/05/2026

For the mums, grandmothers, and mother figures in our team, community and around the world, thank you for shaping the lives of those around you in powerful ways. 🌏🫶

We hope that you had a lovely Mother's Day yesterday, surrounded by love, gratitude and well deserved relaxation.

Address

4/670 Canterbury Road

3127

Opening Hours

Monday	08:30 - 17:30
Tuesday	08:30 - 17:30
Wednesday	08:30 - 17:30
Thursday	08:30 - 17:30
Friday	08:30 - 17:30

Telephone

+61398190699

Website

https://yieldfinancialplanning.com.au/contact-a-financial-advisor/

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