Working with Phil has been simple and easy. By listening and establishing our needs for now and in the future, he gave us a clear understanding of our options financially that suited our situation. His advice and willingness to answer any question we had, demonstrated his solid industry experience. I would not hesitate to recommend Phil and Yellow Brick Road Frankston to friends and family. Errin Mullins
Thank you! Thank you! Thank you! Thank you!
We are so grateful for all your help & advice with our mortgage!
We were completely clueless & you made us feel confident & comfortable that we were making the right decision & we really appreciate it!
Jordan and Nikki
My super was tied up with two different funds and I wasn't happy with the service I was getting. I contacted Yellow Brick Road Frankston to ask for some financial assistance.
Mike, one of the wealth managers, work with me to create a plan which I found really helpful and it has given me achievable goals to work towards.
I have been able to contact Mike directly whenever I needed to ask for further advice. I have never had this level of service before!
I also love the fact that there is continuity with Mike being my own financial adviser.
Dalene, Frankston
I just wanted to mare sure everyone knew what a wonderful job Phil Elliott and the team at Yellow Brick Road Frankston have done in helping with my SMSF (self-managed super fund).
I am very impressed with the service provided from driving out a fairly far way to meet with me and ultimately turn my situation all around.
Phil embodied every quality we'd want in a representative of Yellow Brick Road from customer service, financial knowledge and ability to really help achieve the desired outcome.
I will be referring Phil on to anyone and everyone i know.
Regards Jim
Just a brief note to congratulate Frankston Yellow Brick Road for their recent awards. We have never dealt with a broker before, and our situation at the time was somewhat difficult for us but Phil Elliott was wonderful, he was professional but more importantly so approachable. He didn’t make us feel uncomfortable in any way, which we were very grateful for. Again congratulations and well done. Regards VB