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Having fun in
your retirement years.
 
A publication for busy professionals that want to retire comfortably.
 
 
A LETTER FROM JAMES McFALL
Planning to have fun in retirement?
 
 
 
 
What are you doing all this hard work for?

If you're like me, you spend time thinking about how the work you do now will impact those that come after you. It could be your kids, your spouse, your grandkids or even your grandkids grandkids.

But what about you? What do you want retirement to look like?

I'm guilty of talking returns, risks and opportunities too much at times, which some of you will know! With this said, I always try and keep myself in check to remember what it is all about, that it's equally important to have something to look forward to in retirement. To put the "fun" back into "funds."

We'll never take our eyes off the hard numbers. That's our job. But it's also our job to remind everyone (yes, even ourselves) of the fun that we can have when we do that hard stuff first.

I'd love to hear from you! What are the fun things that you want your funds to help you do in retirement?

To a prosperous and fun filled retirement,
James and the team at Yield
 
 
 
 
PLANNING
Can I Afford to Have Fun in my Retirement?
 
 
 
Do you know how much you need to have fun in your retirement? 

We're excited about this latest post. It focuses on getting more from your retirement than just "enough".
 
 
 
READ UP ON RETIREMENT FUN
 
 
 
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IN THE NEWS
Sorting out sibling squabbles
 
 
 
Plan ahead and avoid ‘sibling squabbles’ when it’s time to pass on your estate.

Hear from CERTIFIED FINANCIAL PLANNER® professional James McFall about how family members can plan for a peaceful transfer of wealth between generations and siblings.

Read more in this latest Money & Life article.
 
 
 
READ MORE
 
 
 
 
LEADERSHIP
Certified Financial Planner of the Year National Finalist
 
 
 
Exciting things are happening!

James McFall, Managing Director and Principal Adviser of Yield Financial Planning has been selected as a National Finalist for this years Certified Financial Planner of the year Award.
 
 
 
READ MORE
 
 
 
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Yield Video: Why choose SMSF?
 
 
Self-Managed Super Funds are the fastest growing segment of the superannuation sector and for good reason, but they are not for everyone.

Watch this video for an overview of why an SMSF could be a good choice.
 
 
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Proudly an FPA Professional Practice
 
 
Click the FPA logo below to learn what sets an FPA Professional Practice apart.
 
 
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PROPER FOCUS
Are you focused on having a fun retirement?
 
 
 
Planning for more than just enough is important if your dream retirement is more about what you do than getting by.
               
Contact  Yield today to learn how a financial plan can help you keep the fun in your retirement funds.
 
 
 
CONTACT YIELD TODAY
 
 
 
 
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Professional, client-focused and the best at doing what you do.   
 
Ben & Tina B.
 


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