In 2007, I formed Yellow Brick Road as a way of providing the building blocks so that basic financial dreams could become reality for ordinary people. I wanted to bring together a range of financial products and services in one organisation, offering a holistic wealth management solution.
From first home to comfortable retirement - and all the important decisions in between - Yellow Brick Road can help you achieve your dreams. The most important aspect of the Yellow Brick Road story has been the creation of a national branch system in the suburbs and towns where people live and work.
The aim was to put customers at the centre of the business and bring diverse services together in one place, locally. Pursuing this business model means we have given customers the opportunity to build strong relationships with advisers they can trust: our experienced local Wealth Managers.
In my opinion, these are key to holistic wealth management services:
- one go-to person who understands your circumstances and needs
- an adviser that helps you pursue your goals with excellent advice, services and products
- an adviser who lives in your neighbourhood and has a local understanding
- an adviser who can provide the best advice and products in Australia.
In the end, we may all want to own our own home and to have a comfortable retirement, but there are many ways of getting there and I like to think that Yellow Brick Road can help you on your own way.
Life is complex - dreams endure - seek the help you need to achieve your dreams.
Yellow Brick Road