YBR
295 Rathdowne St,
carlton VIC 3053
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
0433 53... click to show
Existing customers:
0433 534 005

Carlton

Yellow Brick Road Carlton is a wealth management and mortgage broking company with the goal to give all Australians access to quality financial and mortgage advice.

We believe in establishing long term relationships with our clients, built on trust and a commitment to provide specialised professional advice. Our mortgage brokers and financial planners assist people in safeguarding their future.

YBR Carlton offers clients the tools and expertise they need to grow and develop their wealth.

As clients develop a plan for their financial future, we discuss pressing issues such as better ways to maximise cash flow, understanding your insurance, coming up with active plans to eliminate debts such as mortgages and credit cards, and put in place plans to build their wealth both inside and outside of their superannuation.

By having the tools and expertise within the one office, clients are then able to make their own educated decisions with the guidance of professionals who live and breathe their own advice.

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

295 Rathdowne St,
carlton VIC 3053
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
0433 53... click to show
Existing customers:
0433 534 005
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
Closed

Latest Offer

Latest Offer

Your guide to buying your first home.

Yellow Brick Road share their top tips to achieve your dream of buying your first home. We have all the answers to questions first home buyers often ask and offer insights into the buying process, various loan types and more.

Get your free copy of our first home buyers guide:

Enter your details below to get your free copy of the first home buyers guide eBook and get started on your journey towards wealth creation with Yellow Brick Road.

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Our Services

Home Loans
Insurance
Financial Advice
Savings
Superannuation

Meet the Carlton team

Aleks Naumoski
Principal and Wealth Manager

Aleks has a wealth of experience in the Financial Services industry and strongly believes in being a trusted advisor who provide quality customer experiences. He has shown the ability to build long lasting relationships through understanding at an emotional level. His goal is make a difference to YBR's clientele through the development of innovative financial solutions.

Aleksandar Naumoski, Branch Principal & Wealth Manager at Yellow Brick Road Carlton, loves his local area because of the wonderful village feel, vibrant café culture and the friendly people with lots of smiles from familiar faces when you're walking down Lygon St. Aleks joined Yellow Brick Road for its unique business model with its distinct focus on providing all Australians access to quality financial adviceto help them achieve their goals. Outside work Aleks enjoys his sports, supporting his beloved Western Bulldogs during the winter and Melbourne City during the summer. He also plays soccer at state level and loves getting involved with local community soccer clubs. He enjoys reading the financial review and keeping up to date with economic and company news.

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
Mobile
0433 534 005
Aimee Taylor
Wealth Manager

Aimee Taylor, Wealth Planner at Yellow Brick Road, loves her local area because of its vibrant atmosphere, energetic people and strong community spirit. Outside of work Aimee often enjoys travelling to new countries and experiencing other cultures, eating at Melbourne's diverse restaurants, renovating homes and she also loves spending time with her family and friends.

By joining Yellow Brick Road Aimee saw the opportunity to join forces with a unique financial services company, that sets itself apart from the traditional banking and financial institution system and saw this as a great community to meet clients and provide personal holistic advice. Aimee has a wealth of experience in the Financial Services industry, particularly in Superannuation, Risk, Retirement Planning and Aged Care. Having started her career at the AMP Horizons program in 2014 as a Junior Financial Planner, she then later went on to become a fully qualified Financial Planner in the AMP boutique space and has also spent some time in local Accounting Firms. Aimee has a Diploma of Financial Planning and Advanced Diploma of Financial Planning.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
  • Advice on margin lending
Mobile
0421 560 841

Testimonials

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