Yield Financial Planning Revenue
Financial Services • 
Melbourne, Victoria, Australia • 11-20 Employees
Yield Financial Planning revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Key Contact at Yield Financial Planning
James Mcfall
Managing Director
Company overview
| Headquarters | 4/670 Canterbury Rd, Surrey Hills, Victoria 3127, AU |
| Phone number | +61398190699 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Advice, Property, Risk Protection, Retirement Planning, Wealth Accumulation, Financial Planning, Direct Shares, Pre-Retirement Planning, Budgeting And Cashflow Planning |
| Founded | 2006 |
| Employees | 11-20 |
| Socials |
Yield Financial Planning Email Formats
Yield Financial Planning uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@yieldfp.com.au), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@yieldfp.com.au | 81.3% |
{first name} | john@yieldfp.com.au | 18.8% |
About Yield Financial Planning
We are a full service financial planning business, with a history of providing clients Genuine Fee for Service Financial Planning and investment advice since 2006. 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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Yield Financial Planning has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Yield Financial Planning has never raised funding before.
Yield Financial Planning Tech Stack
Discover the technologies and tools that power Yield Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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