YBR
854 Pittwater Road,
Dee Why NSW 2099
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 9982... click to show
Existing customers:
02 9982 0282

Dee Why

Our society values wealth but we know it isn’t a polite topic - the privacy that surrounds people’s financial affairs can be a handbrake on honest conversations. At Yellow Brick Road Dee Why, we talk about it all the time. Finance is our passion. Saving money, growing wealth and creating financial security occupy our thoughts constantly and we want to use our specialised skills for your benefit.

Whether you need to find the best home loan, refinance existing lending, get assistance with your accounts or optimise your superannuation, our team of qualified finance professionals are at your service. Our mission is to assist you in planning for your future - we have the experience and solutions that will help reach your long-term goals. We can help you through the entire buying process, from the initial property search right through to settlement and beyond.

You won’t find a cookie-cutter approach to financial planning at Yellow Brick Road Dee Why. We take pride in tailoring a plan for you, regardless of your circumstances. We believe you have the right to the best advice.

Our local area covers Collaroy, Cromer, Elanora Heights, Warriewood, however we are not restricted and everyone is more than welcome.

854 Pittwater Road,
Dee Why NSW 2099
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 9982... click to show
Existing customers:
02 9982 0282
Monday
9:00am - 5:30pm
Tuesday
9:00am - 5:30pm
Wednesday
9:00am - 5:30pm
Thursday
9:00am - 5:30pm
Friday
9:00am - 5:30pm
Saturday
By Appointment
Sunday
By Appointment

Latest Offer

Latest Offer

Be $100,000 better off in retirement

With Yellow Brick Road Super, we put more of your money to work, so you can end up over $100,000 better off at retirement*.

Secure your tomorrow, today.Talk to us today to start retirement

planning and take control of your superannuation so that you can retire the way you want to.

Please enter your first name
Please enter your last name
Please enter your email address
Please enter your phone number
Please enter your postcode
Please select how did you hear
Estimate based on a 30 year old professional with a salary of $90,000p.a. and starting super balance of $45,000. Comparison vs average retail super fund fees, and assuming investment returns of 7.0% p.a. before fees. Past performance is not an indicator of future performance. Projections and outcomes will vary & are dependent on age, salary, continuity & starting balance. Consider your own objectives, financial situation, needs and fund’s PDS before making a decision. YBR Super issued by MAP Funds Management Ltd ACN 011061831, AFSL 240753 & distributed by YBR Wealth Management Pty Ltd ACN 128650037, AFSL 323825. Modelled by Professional Financial Solutions as at 08/04/16 & contracted by YBR. Avr MySuper fees charged by retail funds from Oct 14. Outcome for 37yrs, balanced investment (mix fees for active/passive investments) after tax but before fees. Excludes contribution, entry, exit & additional advisor fees. Fees may change in future & alter outcome which may vary between individual funds.

Our Services

Home Loans
Financial Advice
Insurance
Superannuation
Accounting & Tax

Meet the Dee Why team

Kurt Smith
Wealth Manager

I bring over 10 years of financial experience to the local community. Here at Yellow Brick Road, I work hard to educate clients and help them understand their finances so that they can put themselves in a position that will best achieve their dreams.

It's a great feeling to be able to bring my wealth of experience in Financial Services to the local community. I began my career in Financial Services with the Wealth Management arm of ING Bank, then worked in the Global Wealth and Private Banking division of ANZ Bank as a Corporate Accounts Manager, responsible for a $450 million portfolio of Superannuation assets. In my spare time, I enjoy cricket and football, working out at the gym, going to the beach, and cooking at home.

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
0412 250 455
Lachlan Cottee
Principal and Wealth Manager

Lachlan is a motivated, passionate finance professional with 10+ years' experience in financial services. He is particularly skilled in commercial, development and residential real estate finance, financial planning, and can help provide advice on: The best structure and products for home and investment lending, Property investment and financial advice on residential, commercial and development.

Lachlan has a tenacious streak when it comes to finding the right solutions and he enjoys delivering savings for clients in terms of time and money. A client recently commented, I cannot begin to express my satisfaction with Yellow Brick Road's service, and in particular Lachlan Cottee. Lachlan has organised both my residential and investment property loans and has delivered stress free and timely mortgage solutions. I was so impressed I even referred my son to Lachlan for his mortgage. I cannot recommend this business and Lachlan highly enough. If your financial future is important to you then make time to speak with Lachlan, and you can be confident that an expert will have your best interests at heart.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0423 299 450
Andrew Read
Principal and Wealth Manager

Andrew is firmly committed to providing the local Northern Beaches community with easy and approachable access to qualified financial advice. With over 12 years experience in the financial services industry, he draws on both a personal interest in property and extensive credit experience to offer advice on: Residential and investment property loans, Refinancing and tools for reducing debt faster.

Andrew possesses a natural enthusiasm for understanding and sleuthing the best options for his clients. Regardless of where you're starting from, Andrew can help you make the smartest financial decisions and set you on a path to reach your goals. Andrew was willing, interested and genuinely wanted to help. He achieved for us what others said was impossible, notes one of his happy clients. Outside of work, Andrew enjoys playing golf and spending time with his young family. He loves having the beach at his doorstep and is a keen supporter of a range of businesses within the thriving Northern Beaches community.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0405 033 788
Stan Segers
Wealth Manager

Stan is determined to improve his client's understanding of wealth management. He invested to obtain an MBA from Vlerick Business School in Belgium before starting his finance career in Europe in 2012. With his international background in funds management, Stan can offer: Both mid and long-term financial portfolio management, Superannuation, retirement planning, Insurance and estate planning.

Stan's ultimate aim is to ensure that you feel comfortable with your financial plan. He recognises the importance of asset diversification in a way that works for your day-to-day life and he can coach you how to move ahead with confidence today whilst keeping tabs on tomorrow. Besides being at work, you will find Stan in the swimming pool, on his bike or at the running track training for his next triathlon. He loves the Northern Beaches for the fantastic work/life balance and active lifestyle it offers.

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
0432 095 174
El Rene Vargas
Wealth Manager

El is one of the youngest brokers in the country, representing the new age of financial advisors. Dedicated and passionate about finance, El progressed to a fully qualified Wealth Manager less than a year after joining the Yellow Brick Road Dee Why team.

For a fresh approach to tailored solutions in today's changing lending market, speak with El about: Advice on home loans, residential and investment property, Ways you can refinance to reduce interest rates and access cash. El is currently completing his Applied Finance studies, with the intention of pursuing his Masters degree. Having grown up on the tropical islands of the Philippines, he is now well settled on Sydney's Northern Beaches. Not one for sitting still, El enjoys an active lifestyle including boxing and various martial arts.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0413 719 925

Testimonials

Stay in touch

Submit your details below to receive news and offers from Yellow Brick Road.

Please enter your first name
Please enter your last name
Please enter a valid email address

We will not share your email address with others. View our privacy policy