James McFall

Yield Financial Planning

Gold
22 Yrs Experience
Canterbury, VIC 3126
Founder of Yield Financial Planning, I have dedicated my career to Financial Planning since 1999.  My main areas of expertise extend to Property and Share markets, SMSF's, Risk Protection (including Insurance) and Retirement Planning. This experience has been fostered and developed from directorships in Property focused businesses, as well as personal investment and studies in Property and Share markets and over 15 years advising clients on their Financial Plans. I identify my success with our client’s success and am completely invested in Yields corporate vision, to deliver an unrivalled client experience. We would love to help you, so please feel free to go to our website www.yieldfp.com.au and book a meeting.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 13
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Yield Financial Planning

Suite 14, 333 Canterbury Road
Canterbury, VIC 3126

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

4.65
13 Reviews
5
4
3
2
1
4.50
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.55
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"James has given me advice in areas including loan products, self managed super funds. James was is always able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for our needs. James's ongoing advise and dedication to managing our super funds has always ended positively for us, and even in the last year with the economy being hit by the pandemic he made sure to manage our super in a way that we were not hit as hard as we could have been. We highly recommend James."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has been our adviser for many years. We have been very pleased with the advice and manner in which our funds have been managed. It has given us confidence to enjoy our retirement knowing that our investments are being well managed. James communicates regularly with any proposed changes and kept us up to date during this Covid pandemic."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From the moment we met James, he made it clear he was here for us and what we wanted. He was available at all times for any queries or concerns. He clarified what we wanted out of our lives and future in all areas, from investments to insurances and worked with us on how to achieve it. We have been with James for several years, now and are extremely happy with our progression toward our goals and the excellent personal service he and his team have provided at all times. We meet every year to check in on our needs and how we are tracking and they contact us, as needed, explaining any changes being made with our future goals as the focus."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"James greets us as very organised and competent adviser. We have valued the process he has used with us primarily a retirement road map with regular updates to our portfolio investments in these no doubt difficult COVID times."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has given us (wife & me) advice in all areas related to us as self-funded retirees. He has advised re Australian & International investments and pro-actively moved our investments as those scenarios change to our advantage consistently. James has always been able to explain financial management in terms that we lay persons understand, can form a considered judgement of and make informed decisions from. I always know I can ask for advice &/or explanation and promptly received a thorough explanation with supportive facts. We sleep soundly based upon the professional guidance and investment advice provided by James historically & currently (and I am sure into the future!)."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James and the team consistently impress"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James and his team have provided me with clear, detailed, accurate, professional financial advice for several years now. I would not trust my financial future to anyone else!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"James is a pleasure to deal with. He takes the time to understand your needs and provides thorough, tailored advice. He is very patient, supportive and proactive in his thinking and these qualities extend to his wider team. I have no hesitation in recommending James - particularly for your insurance needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"James is extremely knowledgeable and thorough and explained all the options suitable for our situation very clearly. I'd have no hesitation in recommending James and the team."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate in Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2014

Margin Lending (Provide Advice)

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand James's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was James able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that James's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend James to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with James?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where James provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of James may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with James McFall
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens