YBR

Burleigh Heads QLD 4220
New customers:
07 3910... click to show
New customers:
07 3910 1210
Existing customers:
0415 75... click to show
Existing customers:
0415 755 471

Burleigh Heads

At Yellow Brick Road Burleigh, we specialise in helping you create wealth by wiping out your debt in record time using our proven debt recycling strategies and help rapidly build an investment portfolio so you can achieve your dreams.

We want to help you smash your mortgage and any debts using a straightforward system whilst building a large investment portfolio to fund your early retirement.

Both Katie & Melissa have over 12 years experience in helping everyday Australians with all their financial needs including cashflow management, budgeting, debt reduction, superannuation maximization, insurance, retirement, estate planning and taxation strategy.

We look forward to sorting out your financial needs and giving you a proven system that allows you to relax and know that your financial future is taken care of.

We believe that life is for living and we love to see our clients hard work pay off by achieving their goals such as spending time with loved ones, travelling, and living out their lifestyle goals.

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


Burleigh Heads QLD 4220
New customers:
07 3910... click to show
New customers:
07 3910 1210
Existing customers:
0415 75... click to show
Existing customers:
0415 755 471
Monday
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Tuesday
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Wednesday
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Thursday
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Friday
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Saturday
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Latest Offer

Latest Offer

Your guide to building property wealth through insights in the new e-book: The Morello Matrix.

Yellow Brick Road property expert and winner of The Apprentice season one Andrew Morello shares his tips to achieve your property dreams.

Get your free copy of The Morello Matrix:

Sign up today to get Andrew Morello's expert investment property guide to get started on your journey towards wealth creation with Yellow Brick Road.

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Our Services

Accounting & Tax
Financial Advice
Insurance
Savings
Superannuation
Home Loans

Meet the Burleigh Heads team

Katie Hally
Principal and Wealth Manager

Katie started her career in the Financial Planning industry in 2001. With 15 years in this industry ranging from paraplanning, mortgage broking to client advisor. Katie's passion in life is to help people get ahead financially and make sure that ultimately we all have the option available to us to set ourselves up financially for retirement.

Katie has been based on the Gold Coast for the past 19 years and loves having the ocean on one side and the hinterland on the other. With so many people constantly moving to the area there are always friendly people around to connect with. Outside of work Katie enjoys going to the beach, running and yoga. She actively participates in programs that are run in her local community. Katie joined Yellow Brick Road to help people achieve their lifestyle goals and assist with their financial futures.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
  • Advice on margin lending
Mobile
0415 755 471
Melissa Goodin
Principal and Wealth Manager

With a background in psychology and 12 years as a Financial Advisor, Melissa combines her love of helping people with her passion for finance to set her clients up with a proven wealth creation plan that focuses on helping you achieve your lifestyle goals whether they be early retirement, travel, spending more time with family or simply relaxing knowing that your financial future is taken care of.

Melissa loves her Gold Coast lifestyle and can be found surfing at her local beach, hiking in the hinterland with her sons or enjoying time on her family's cattle property. Melissa believes that finances can set you up for life and give you the lifestyle you've dreamt of and loves to help her clients discover their dreams and set them on a plan to achieve them in record time.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
Mobile
0419 855 559

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