Yellow Brick Road provides a comprehensive range of financial services and related professional services. Our aim is to assist you in making considered and appropriate decisions regarding your financial health, and use these decisions as a base to build an integrated and ongoing financial strategy including estate planning and if you are a business owner, succession planning. This integrated approach is consistent with our philosophy of controlling the things you can control. At a simple and practical level, we save you time, costs and frustrations by eliminating the need to use a diverse group of financial advisers.
Financial Planning: Financial strategy and structuring, investment advice, implementation and administration.
Securities: Equities, initial public offerings, new issues, margin lending, portfolio advice.
Accounting and Wealth Management: Structuring, tax and accounting, super advice, self-managed super fund establishment and administration including compliance .
Insurance: Risk insurance: life, disability, income protection and trauma. General insurance: personal and business insurance including fire and all risk, professional indemnity and workers compensation advice.
Investment Partners: Direct investments – syndicated investments into property, private equity and specialist funds.
Finance Broking: Arranging and advising on mortgage finance, equipment finance and leasing, business finance.
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