About Us

Founded by James McFall in 2015, Yield Financial Planning provides tailored financial advice and strategies to help business owners, professionals, and high-net-worth individuals grow wealth, invest confidently, and retire securely. Our team of 21 professionals brings over 100 years of combined experience, with qualifications including Masters, Bachelor’s Degrees, Advanced Diplomas, CFP® certification, and Accredited SMSF Specialists.

We specialise in retirement planning, wealth accumulation, SMSF advice, property and debt strategies, insurance, and aged care advice, providing a collaborative and personalised approach that empowers our clients to make informed financial decisions.

Building on a history that dates back to 2006, Yield has established a reputation for trusted advice, strong client relationships, and delivering exceptional outcomes. In 2025, we proudly celebrate our 10th anniversary, reflecting a decade of growth and a commitment to helping our clients thrive through life’s journey.

As financial advisors based in Melbourne and Sydney, we work with clients across Australia and expats. Our team is proud to be recognised with 9 industry awards, accredited as an FPA Professional Practice, and trusted by clients who have given us over 110 five-star Google reviews. Together, we aim to provide expert financial advice and a client experience that genuinely makes a difference.