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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

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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.

04/11/2026

A rate rise yesterday - Again! Now is the time to review your home loan!

As we head into Christmas, and your expenses are ramping up, its timely to capture some savings wherever you can. Paying less on your home loan, is one of the easiest ways to achieve this.

If a loan review keeps slipping down your to-do list, our latest blog breaks down where to start and what to consider before making a move.

Learn More: https://yieldfinancialplanning.com.au/is-now-the-right-time-to-refinance-your-home-loan/

04/11/2026

We’re delighted to share that our own Leah Newman has been named a finalist in the 2026 ACS Aged Care Adviser of the Year Awards! 🌟

This is a fantastic opportunity for Leah’s work to be recognised by industry experts, and a proud moment for all of us at Yield. We see the care, thought and dedication she brings to supporting families through some of life’s most difficult decisions, so it’s wonderful to see that commitment acknowledged.

With families navigating changing aged care rules, financial pressures and often emotional decisions, clear advice and genuine support can make a real difference. This recognition celebrates the important work that happens quietly, one family at a time.

Congratulations, Leah, and thank you to the clients and families who place their trust in our team.

Winners will be announced on 17 November. We’ll be cheering Leah on!

Learn more: https://agedcaresteps.com.au/finalists-2026 #:~:text=Leah%20Newman%0AYield%20Financial%20Planning

03/11/2026

Our office will be closed for the Melbourne Cup public holiday today and will reopen tomorrow from 8:30am.

If you’re taking a break too, we hope you enjoy the day. We look forward to assisting you when we return.

Submit a contact form: https://yieldfinancialplanning.com.au/contactus/

26/10/2026

Our fortnightly newsletter delivers timely market updates, practical financial insights and the key news that may affect your wealth, property and financial decisions, straight to your inbox. 📩📚️

Including interest-rate movements to investment markets and everyday money considerations, we break down what matters and what it could mean for you.

Subscribe for free today and stay connected to the conversations shaping your financial future.

Join Yield Digest: https://yieldfinancialplanning.com.au/subscribe-to-our-newsletter/

22/10/2026

Are you approaching retirement with a property portfolio? As retirement gets closer, the question often shifts from “What should I buy next?” to “Which properties should I keep, and which should I sell?” 🏡💸

Holding every property is not always the answer. An underperforming asset, rising maintenance costs, debt or a poorly timed sale can put unnecessary pressure on the retirement lifestyle you have worked hard to create.

This free eBook helps property investors over 50 make more confident decisions about winding down a portfolio. Including strategies to identify which properties may no longer be earning their place, managing capital gains tax, reducing debt and putting sale proceeds to work.

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

21/10/2026

Say hello to Vikki Seldon, the newest friendly face on our financial advice team here at Yield! 👋

Vikki officially joined us last week, and we're so excited to have her on board. With more than three decades in financial services, she brings not only deep experience but also a genuine care for the people behind the numbers.

Whether she’s helping someone plan for retirement or aged care, navigate super, protect what matters most to them, or helping clients feel more confident about their next financial step, Vikki’s approach is all about listening first and making the complex feel simple.

And when she’s not helping clients build their financial future? You’ll likely find her courtside at netball, lost in a good book, or hosting her much-loved annual Bastille dinner with friends. 🥂

Learn more about Vikki: https://yieldfinancialplanning.com.au/team/vikki-seldon/

20/10/2026

⭐️ Testimonial Tuesday ⭐️

A big, stressful family transition can make even straightforward financial decisions feel overwhelming.

We are so grateful to Bronwyn for sharing her experience, and proud of the care Leah and the team brought to supporting her family through an important time.

Financial transitions can be stressful, particularly when they involve the people and priorities closest to you. Having someone take the time to listen, explain the options and help make sense of the next step can make a real difference.

Thank you, Bronwyn, for your generous words.

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

14/10/2026

We're excited to share that yesterday Isha celebrated 5 years at Yield! 🥳💐

Isha you are such a treasured member of our team. Your technical knowledge, care for clients and willingness to support those around you make a real difference every day, both behind the scenes and in the experience our clients receive.

It has been wonderful to watch you continue to grow, develop and bring so much to the team. Including the evolution of your professional role, your drive, ambition and of course, your wealth of trivia knowledge. Your contribution is felt across the business, and we are grateful for the commitment, positivity and care you bring to work each day.

Cheers to celebrating this milestone and the years ahead! 🥂

Learn more about Isha: https://yieldfinancialplanning.com.au/team/isha-anish/

12/10/2026

Trying to balance work, family life and caring for an ageing parent can be exhausting, especially when you are also managing appointments, paperwork, changing care needs and the constant worry about whether they are okay.

You do not need to have every answer or carry the responsibility alone.

This free resource: Balancing Work, Life and Caring for Ageing Parents, shares practical ways to start family conversations, divide responsibilities, explore support options and make space for your own wellbeing too.

Caring for someone you love should not mean losing yourself in the process.

Learn more:https://yieldfinancialplanning.com.au/wp-content/uploads/2026/08/Balancing-Work-Life-and-Caring-for-Ageing-Parents.pdf

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/

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/contactus/

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