The core business of Yellow Brick Road is financial advice and implementation across a full range of services including investing, insurance, financial strategies, accounting and taxation, Self Managed Superannuation Fund establishment and administration, estate planning and business structuring and succession planning.
Established in 2007, Yellow Brick Road is owned by Mark Bouris, the founder and chairman of Wizard Home Loans, and several members of the senior management team.
Yellow Brick Road offers tailored financial services and advice to investors of all ages wanting to build financial security for the future. We understand how difficult investing can be, and how important it is to feel good about where you are putting your money.
Yellow Brick Road's business strategy focuses on key tenets.
Yellow Brick Road focuses on the after-tax financial position of clients. Minimising taxes and costs represent a key opportunity to make a difference to your long term wealth accumulation. We think about how much money ends up in your pocket.
Yellow Brick Road financial advisers operate under a fully transparent fee structure. We offer you integrated advice at a fair price.
Yellow Brick Road ensures all its advisers are skilled, reliable and knowledgeable and are able to fully explain the advice and services we provide. Our philosophy is to keep investing simple and control what can be controlled.
Yellow Brick Road seamlessly connects a client's financial affairs, alleviating the need to brief individual stockbrokers, investment advisers, insurance brokers and accountants, and ensuring all parts work together for the client's benefit.
Yellow Brick Road is committed to looking after the interests of our clients. Our goal is to help clients take charge of their lifelong financial journey by focusing on the things they can control, and allowing them to reap long term financial rewards.
Copyright © 2010 Yellow Brick Road
