Yield Financial Planning - Surrey Hills (VIC)

5 /5 Gavin Alexa: David McCrorie - Yield Financial Planning team, are articulate, prompt and professional. I highly recommend this team be your team. I am only a few months in and already have peace of mind for my future re: Retirement plan.

5 /5 Richard Bennett: I have absolutely no hesitation in recommending Tamsin and the team at Yield. After a big birthday and a redundancy, we wanted to take a fresh look at our finances - everything from superannuation and insurance to monthly budgeting - and get support to ensure we’re set up as we head into our fifties and beyond. Our process was very stop/start, and we drip-fed information over more than a year (we would not recommend ourselves as clients!), yet Tamsin remained patient, supportive and firm throughout. Thanks to her guidance, we’re delighted with the results. We see this as an ongoing relationship and are grateful for the help, especially in reaching clear “yes” or “no” decisions on matters that would previously have dragged on. It’s a relief to have this kind of support in place. Thank you, Yield!

5 /5 Porlee Ng: 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.

5 /5 Jazz Kelsey: 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.

5 /5 James Chan: 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.