Spending power
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Spending power
Key facts
Counted staff
15
self-reported 11–50 band
Founded
2015
11 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
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.
Our goal is to have a long working relationship with every client and deliver a premium service always.
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.
Specialties
All 9 specialties
- Wealth Accumulation
- Financial Planning
- Investment Advice
- Pre-retirement Planning
- Retirement Planning
- Risk Protection
- Budgeting and Cashflow Planning
- Property
- Direct Shares
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU4/670 Canterbury Rd; Surrey Hills, Victoria 3127Primary
- AULevel 2/23 Hunter Street; Sydney, NSW 2000
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
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Names are withheld until a consented source exists.
FAQ
How many people work at Yield Financial Planning?
15 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Yield Financial Planning have offices?
Two addresses on record, Australia only. Primary: 4/670 Canterbury Rd, Surrey Hills, Victoria 3127.
Has Yield Financial Planning raised funding?
None linked to this brand.
What does Yield Financial Planning list as its specialties?
Nine tags on the brand's own list, among them retirement planning, property and financial planning.
Which companies are listed alongside Yield Financial Planning?
28 profiles list Yield Financial Planning as a peer — 97th percentile in Financial Services. It lists ten peers of its own. Newcastle Financial Planning Group (NFPG) and Financial Planning By design list it back.