Yield Financial Planning - Surrey Hills, Victoria

Jazz K.

After an unexpected diagnosis, Jarrod and Angelo were incredible. They acted quickly and compassionately to ensure my insurance claim was processed without delay. They stayed in regular contact with the provider, kept me updated throughout, and even called me personally the moment they had good news. Their support took a huge weight off my shoulders at a really difficult time, and I can’t thank them enough.

Porlee N.

We highly recommend Yield Financial Planning. Jarrod is very knowledgeable in the industry as well as being very friendly and approachable.
His advice has resulted in a very positive outcome for us.
The team at Yield Financial Planning has always being very prompt and proactive.

James C.

We reached out to Yield Financial Planning last year as we were starting a new family and wanted to feel financially secure and confident about our long-term future. We were introduced to Tamsin, and she has been absolutely incredible from day one.

Tamsin is kind, professional, and genuinely goes above and beyond to support us. She’s been transparent, insightful, and always explains things clearly—nothing is ever hidden, and her advice is always tailored to our specific goals. With her guidance, we now have a clear financial plan to help us work towards purchasing our next family home.

Unlike some of the more traditional financial planners, Tamsin brings a fresh, modern, and relatable approach. She’s across all the latest regulations and market trends, and she truly understands the demands of life with a young family. She continues to check in regularly and supports us with patience and genuine care, even when life gets hectic.

We’re now also working with Yield to explore superannuation and insurance opportunities, and again, Tamsin is helping us make informed decisions that will strengthen our financial future.

We feel much more in control and confident thanks to Yield, and we would highly recommend their services—especially Tamsin—to anyone looking to gain clarity and security in their financial life.

Sylvia V.

We have used James and the team at Yield for all our financial planning for some time now and we are very happy with their service. Jarrod is always helpful, friendly and professional and takes care of our finances extremely well and goes above and beyond to really help us navigate our pre/post retirement phase . Highly recommend!

John S.

I have been a client of Yield Financial Planning for many years and this has been the first time I have had the pleasure of working with Frank Musker and their mortgage broking services. Frank has been an absolute pleasure to deal with and was able to secure an excellent deal on financing. I needed a quick turn around on finding a suitable lender, gaining finance pre-approval and then approval. His experience was invaluable in advising and guiding me through the application process. He kept me up to date on the progress of the loan process right through to and after settlement. Just like all the team members at Yield, I felt I was in good hands and I could trust their experience and judgement.

Suzie B.

I have been a client of Yield Financial Planning for more years than I can remember (well over a decade or possibly two!). I have always been very impressed with their service and expertise, and their willingness to go the extra mile when I've needed it (and that has not been infrequent). James McFall is an amazing operator of this business and has provided me with invaluable advice over the years. With Jarrod Ferrier looking after me from day to day though, I am even more impressed. He is extremely knowledgeable, that is clear, but to add to that, he provides more time, empathy, and service than can reasonably be expected. I highly recommend Yield to anyone who needs help with financial planning and superannuation assistance.

Anthony D.

I had heard from my sister about the great advice and support she had received from Yield Financial Planning. When I decided to get financial planning, I chose them and have been very happy - great, solid advice and very clear communication.
And as a bonus they are really nice people.

Gail V. G.

A fantastic experience; with Frank’s expertise we achieved the lowest interest rate in a very tough market to refinance our mortgage. Thank you again Frank, for persisting & moving us forward over the hurdles & even through a couple of brick walls!!! An amazing effort and always stayed positive throughout the journey.
Great advice with a successful outcome. I highly recommend Frank & the team at Yield for the comprehensive knowledge & willingness to find the best solution for our family…