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.
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.
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.
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.
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.
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!).
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2000
- Years of experience 24
- Master of Commerce (Financial Planning)
Yield Financial PlanningSuite 4, Level 1, 670 Canterbury Rd
Surrey Hills, VIC 3127
- 8:00am – 6:00pm Monday – Friday
Lifespan Financial Planning