James McFall

Yield Financial Planning

Gold

25 Yrs Experience

Surrey Hills, VIC 3127

About James
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Founder of Yield Financial Planning, I have dedicated my career to Financial Planning since 1999. In 2025, Yield marks 10 years of trusted advice.

I specialise in working with high-net-worth individuals, business owners, doctors, and senior executive professionals, helping them navigate complex financial decisions with confidence. My expertise extends to complex tax structuring; investing in shares, property and debt markets; debt structuring; SMSFs; personal insurance; wealth accumulation; and retirement planning.

This experience has been developed through directorships in property-focused businesses, personal investments, and studies in Property and Share markets, as well as over 20 years advising clients on their financial plans.

I hold a Master of Commerce (Financial Planning), Graduate Certificate of Commerce (Financial Planning) and a Diploma of Financial Advising. I am a Certified Financial Planner (CFP®), hold a Certificate IV in Property Services (Real Estate), and am SMSF accredited. I am also a passionate advocate for the Financial Planning profession and the value of trusted, ethical advice.

I identify my success with our clients’ success and am completely invested in Yield’s vision — to be specialist advisors helping our clients thrive through life’s journey.

If you’re looking for trusted, strategic financial advice, We would love to help you. You can learn more or book a meeting via our website: https://yieldfinancialplanning.com.au/

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Small Business Advice
Tax Strategies
Budgeting

5.00 April 2021

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.

5.00 November 2020

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.

5.00 August 2020

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.

4.25 July 2020

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.

5.00 May 2019

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!).