Yield Financial Planning 670 Canterbury Road, Surrey Hills, Victoria 3127
About the Business
Photos
Location & Phone number
670 Canterbury Road, Surrey Hills, Victoria 3127, Australia
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with the Yield team has been a pleasure. At all times our engagement with Onur and then others as Yield's analysis progressed has been clear and informative. The final analysis and plan presentation was very thorough and professional and we now look forward to actioning recommendations and conducting regular reviews with the Yield team to achieve our future objectives."
"We felt apprehensive when unimagined circumstances required parting way with our existing Financial Planner last year. Luckily the constructive reviews we read about Yield Financial made us pick up the phone and make contact. From our first meeting with Onur we felt at ease with Yields professional approach and offering. Having just completed our first annual review we have been delighted with the honest guidance provided by Onur and the team and feel confident that they will take good care of our Superannuation in our retirement."
"I have been a client of James and the team from Yield Financial Planning for around twenty years and have always received top-class, honest financial advice that had my best interests at heart. His financial planning and risk management process is really practical and robust (I work in the banking sector globally myself, so I know what "quality" looks like in this area). The team at Yield is so good that I paid for both my kids to do their own financial plans with Yield when the time came for them to do their own things. It is easy to sum up Yield Financial Planning in two phrases - "Trust" and "Predictable Financial Growth Outcomes"."
"James and the team did a great job working through all our details to ascertain the best outcome for when we retire. We look forward to our continuing journey with Yield Financial Planning!"
"Very happy I ended up at Yield Financial Planning in Canterbury Melbourne to receive financial advice. From first contact they have listened with interest and an open mind concerning my situation. Their tailored strategic plan and ongoing support gives me great confidence for my future. Thank you Jarrod & Isha."
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