YBR
Shop 2, 16 Blackburne Square,
Berwick VIC 3806
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
1300 76... click to show
Existing customers:
1300 760 189

Berwick

Our goal at Yellow Brick Road Berwick is to give all Australians access to quality financial advice. We will help you plan for your future – no matter what stage you’re at in life. Yellow Brick Road Berwick has materialised Wealth Manager and Principal Roger’s dream of providing local people with a one-stop-shop for all the products and services they’d need to fulfill financial goals.

Clear communication at every step of the process is one of the primary features of the team’s service here. We let you know how things are going at every stage, to alleviate any concerns and to clarify any questions that may arise.

Our clients know that we make smart partnerships, and that we will do our best to keep them on the road to the financial future they deserve.

Our local area covers Berwick, however we are not restricted and everyone is more than welcome.

Shop 2, 16 Blackburne Square,
Berwick VIC 3806
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
1300 76... click to show
Existing customers:
1300 760 189
Monday
9am - 5pm
Tuesday
9am - 5pm
Wednesday
9am - 5pm
Thursday
9am - 5pm
Friday
9am - 5pm
Saturday
By Appointment
Sunday
By Appointment

Latest Offer

Latest Offer

Now is the time to switch

There's no better time to switch and get a better deal. Yellow Brick Road are offering a smashing hot comparison rate* of 3.58% p.a. for the Rate Smasher Home Loan.

It's so easy - talk to one of our advisers about how much you could save on your loan.

See how much you could save

Chances are, you could be paying way too much for your home loan. With rates this low, now is the time to act. To find out how much you could save, talk to your local adviser today.

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* Comparison rate is based on Rate Smasher standard variable rate for $150,000 loan over a term of 25 years for a secured loan with monthly principal and interest repayments. Comparison rates are based on the variable rate home loans comparable by major banks. Rates are correct as at 21/08/17 for YBR and may be subject to change. Effective dates are 12/08/16 for ANZ, 11/08/17 for Commonwealth Bank, 24/03/17 for NAB and 30/06/17 for Westpac. WARNING: This comparison rate is true only for the examples given and may not include all fees and charges. Different terms, fees or other loan amounts might result in a different comparison rate. Owner-occupied purpose only, purchase or refinance only, no debt consolidation. PAYG applications minimum employment term 12 months. Self-employed minimum 2 years. Rate Smasher loan amounts from $100,000 - $750, 000, maximum loan-to-value ratio of 70%, additional credit criteria apply. Not available in conjunction with any other offer.

Our Services

Home Loans
Superannuation
Financial Advice
Insurance
Savings
Investments
Self Managed Super Fund (SMSF)

Meet the Berwick team

Roger Thornton
Principal and Wealth Manager

I strongly believe in providing personalised advice and support so that I can help you achieve your financial goals and objectives. I will always put your needs first; and will strive to deliver exceptional service, drawing upon my 20 years of extensive experience.

Having lived in this area for over 25 years, I am an active member of the community. I love the neighbourhood, its country lifestyle, plus its close proximity to Melbourne. I am an active member of the Rotary Club of Pakenham; and I was also on the foundation committee for the Cardinia Relay for Life. Yellow Brick Road Pakenham & Berwick is a major sponsor of the Pakenham Junior Football Club. In my work, I draw on 20 years' experience; and I hold a Certificate 4 in Mortgage Lending, Diploma in Finance and Diploma in Financial Services. I have been a member of the industry's watch dog MFAA for 12 years; and am a member of the Credit Ombudsman Service.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0418 812 652

Testimonials

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