|Company||Yield Financial PlanningProfessional Practice|
333 Canterbury Road
Canterbury, VIC 3126
|Phone||03 9819 0699|
As a Financial Planner, I consider it a privilege to have helped 100’s of people to achieve the retirement, lifestyle and financial goals that are important to them; and I continue to focus my business so that it has the capacity to help many more people achieve the same.
This is why I founded Yield Financial Planning in 2006; on a mission to personalise financial solutions that add real value to our clients lives.
My expertise includes providing advice and helping my clients to:
1. Retire with Confidence and Peace of mind;
2. Invest considerate of risk and with personal goals in mind
3. Manage Risk with Personal insurance
4. Maximise Superannuation including using Self Managed Super Funds; and
5. Buy / Sell considerations of investing in direct Property
In February 2017 Yield was privileged to be selected as an FPA Professional Practice. Chosen for our high Professional and Ethical standards.
More recently, I was honoured to be awarded as one of 3 National Finalist’s for the FPA's Certified Financial Planner of the year 2018.
If you would like to know more about how you can achieve the lifestyle you aspire to, feel free to personally message me.