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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

Yield Financial Planning

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Surrey Hills, VIC
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.

24/06/2026

Worried you’ve left retirement planning too late? You’re not alone: nearly 48% of Australians aged 50–66 are concerned they’ll run out of money in retirement. 🏠💰

The good news is your 50's can still be a powerful decade for change and with a personalised financial plan you can remove the guesswork from your retirement planning journey.

This blog outlines how to get clear on your goals, work out your number and put a real plan behind the next stage of your life.

Read the full blog: https://yieldfinancialplanning.com.au/how-to-plan-for-retirement/

22/06/2026

Congratulations Ben on reaching 1 year at Yield! 🥳🍻

Over the last 12 months, Ben’s willingness to jump in wherever needed has made a real difference to both clients and colleagues alike. He brings a positive and engaging energy to each day and we're pleased to have him as part of our team.

We look forward to seeing what the year ahead will bring. With a bit of luck, that may even include an Essendon win or two.

Learn more about Ben: https://yieldfinancialplanning.com.au/team/ben-mcfall/

18/06/2026

Are you over 50 with multiple investment properties? This new eBook is for you. 📚📚

It shows you how to wind down your portfolio on your terms, free up capital, identify underperforming assets, cut unnecessary tax, and create the flexibility you actually want in retirement.

Inside, you’ll learn how to decide which properties to sell first, plan capital gains tax carefully, balance debt reduction with reinvestment, and use smarter structures so your money works harder and your retirement feels less stressful.

Get your free copy: https://yieldfinancialplanning.com.au/ebook/property-portfolio-divestment-for-retirement/

16/06/2026

⭐️ Testimonial Tuesday ⭐️ Some clients come to us with a clear vision, they just need someone to truly listen and help bring it together. 💭🔒

Tamsin’s clients often tell us how much they value her ability to listen first, then guide them through decisions with clarity and care. Reviews like this remind us that great financial planning is as much about communication and trust as it is about strategy. Thank you David for taking the time to share about your experience with our team here at Yield.

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

11/06/2026

30 June is getting closer, but there’s still time to put a smart tax plan in place. 🗓️✅

The latest Federal Budget confirmed more tax changes on the way, particularly affecting those with businesses or trusts. So now is a good time to check your plan rather than leave it to the last minute.

If you want tax advice that’s tailored to you rather than generic checklists, our team is ready to support you.

Give us a call or submit a contact form: https://yieldfinancialplanning.com.au/contactus/

10/06/2026

Div 296 tax is now law, and from 1 July 2026 Australians with super balances above $3 million will face a new layer of tax on earnings, with important flow‑on effects for CGT and estate planning. 💰📊

If your balance is approaching or above the threshold, the key is not to panic or rush withdrawals, but to understand how the rules apply to you and plan before 30 June 2026.

We've been actively working through these changes for our affected clients, and there is no one size fits all solution here.

If you'd like a check-in on how Div 296 could apply to you, we're more than happy to review your situation and talk it through.

Read the full blog: https://yieldfinancialplanning.com.au/div-296-tax-is-now-confirmed/

08/06/2026

We’ll be taking a short break for the King’s Birthday public holiday, so our office will be closed on Monday and back to business as usual on Tuesday.

If you leave us a message via our website in the meantime, our team will get back to you as soon as possible.

Reach out to our team: https://yieldfinancialplanning.com.au/contactus/

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/

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

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

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