Our goal at Yellow Brick Road Berwick is to give our community access to quality financial advice. Our Wealth Manager Vincent will help you plan for your future no matter what stage you're at in life.
Clear communication is key to building and developing long lasting relationships with our clients, we are always here to answer any questions you may have.
With having over 40 years in the financial industry with 22 years of that in banks and the remainder of those years in various consultancy roles, independent brokering, lending managing and BDM roles we bring all that knowledge to help you with all your needs. We listen to identify your short, medium and long-term goals. We aim to provide direction and support throughout the journey, all the way from securing the best mortgage for your first home through to ensuring a comfortable retirement.
We can liaise with your other financial partners, e.g. accountant, financial planner etc. to ensure we are all working together to achieve your goals