YBR
Shop 2, 241 Queen St,
Campbelltown NSW 2560
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 4656... click to show
Existing customers:
02 4656 2554

Campbelltown

Yellow Brick Road Campbelltown is a wealth management, financial advice and mortgage broking company. Our goal is to give all Australians access to quality financial guidance. We assist clients planning their future, whether it be choosing the best home loan to own their home sooner, providing financial advice to build and protect wealth or optimising superannuation to retire comfortably.

Our passion and professionalism is what sets us apart from our competitors. Yellow Brick Road Campbelltown goal is to provide the highest quality customer service, the delivery of complete financial advice and solutions tailored to your personal situation, we always work to the belief that great advice only comes from truly understanding our client’s goals.

As your financial advisor and mortgage broker, we’ll do the legwork in researching the financial products such as home loans,super funds and insurance that best suit your situation; freeing up your time for more important things like family and friends.

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

Shop 2, 241 Queen St,
Campbelltown NSW 2560
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 4656... click to show
Existing customers:
02 4656 2554
Monday
9:00am - 5:00pm
Tuesday
9:00am - 5:00pm
Wednesday
9:00am - 5:00pm
Thursday
9:00am - 5:00pm
Friday
9:00am - 5:00pm
Saturday
By Appointment
Sunday
By Appointment

Latest Offer

Latest Offer

Switch and save today.

If you are in the market for a new home loan or you haven’t refinanced recently, your rate may not be as competitive as you would like. Now would be a great time to make the switch and start saving.

Of course shopping around is not always easy – that’s what we are here for. Let us do all the hard work researching the home loans and rates on the market and see how much we can save you.

Is now the right time to refinance?

  • Secure a better Interest Rate
  • Consolidate debt
  • Free up some extra cash
  • Renovate
  • Switch between fixed and variable
  • Pay off your mortgage sooner

It’s the sensible approach to keep an eye on your future, take action 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 Yellow Brick Road 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. Yellow Brick Road Finance Pty Limited ACN 128 708 109, Australian Credit Licence 393195. Yellow Brick Road Wealth Management Pty Limited ACN 128 650 037, AFSL 323825.

Our Services

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

Meet the Campbelltown team

Keith Steer
Principal and Wealth Manager

With over 30 years' experience in the finance industry as well as access to a great product offering from Yellow Brick Road, I can ensure a suitable solution is obtained to cater for your financial needs. I ensure the process is simple and easy to understand, making a positive difference in my clients' lives.

Keith joined Yellow Brick Road because its unique business structure allows complete financial assistance for the customer and allows for a strong ongoing relationship. Being self-employed allows Keith to be flexible to meet clients and the freedom to ensure they receive the right advice. Keith and his team at Yellow Brick Road Campbelltown strongly believe in making finance easy, taking the time to listen to your needs and concerns, before finding the right solution for you and your family. We believe in helping you achieve your lifestyle goals, so you can get back to what you love doing most.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0400 330 414
Anne Steer
Wealth Manager

With over 21 years' experience in the financial industry, we can apply our extensive knowledge to provide holistic, cost effective solutions meet your goals and objectives.

Anne Steer, Wealth Manager and Principal has a wealth of experience in the Financial Services industry as a Financial Services Officer (FIS Officer) providing financial information on different investment options to people facing financial change such as retirement, redundancy or those receiving disability payouts. Anne was a Senior Financial planner for Westpac Bank in the local area, building a large client base over her 16-year career. In her role, she was recognized with multiple awards, and was often on pilots for new procedures. By joining Yellow Brick Road, Anne saw the opportunity to expand her service offering, with more personalised service, and a full suite of investment and financial products.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
  • Advice on self managed superannuation
Mobile
0408 331 181

Testimonials

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