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

Now is the time to switch

There's no better time to switch and get a better deal. Yellow Brick Road are offering a smashing hot comparison rate* of 3.58% p.a. for the Rate Smasher Home Loan.

It's so easy - talk to one of our advisers about how much you could save on your loan.

See how much you could save

Chances are, you could be paying way too much for your home loan. With rates this low, now is the time to act. To find out how much you could save, talk to your local adviser 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 YBR 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.

Our Services

Home Loans
Financial Advice
Insurance
Superannuation
Accounting & Tax

Meet the Dee Why team

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
Sam Panetta
Wealth Manager

Sam has a long held interest in seeing his clients succeed. Starting with his own personal fascination with real estate, and his first investment property at just 18 years old, he went on to forge a career in finance with a large derivatives trading firm.

A desire to share his knowledge to empower others to make successful financial choices and lay strong foundations for their own secure future led him to Yellow Brick Road Dee Why in 2015. Sam is strongly attached to the local community. He was born and raised on the Northern Beaches and loves the lifestyle and the activities that it the area has to offer. He is passionate about using his experience to make a difference in in his clients lives by providing the best options to enrich wealth. If you'd like help to identify your objectives and to put a plan in place to achieve your financial goals, speak with Sam. He can provide you with specialised advice on: Both residential and investment home loans, Refinancing to reduce interest rates and access cash.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0422 525 313
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
Mobile
0432 095 174
Blair Milne
Wealth Manager

The cornerstone of Blair's advice is managing cashflow to ensure that clients can maintain their lifestyle while they are growing their wealth. Working as part of the Yellow Brick Road Dee Why team, Blair can offer strategic advice to help clients.

Blair has called the Northern Beaches home since arriving from Scotland three years ago, and loves the outdoor lifestyle and access to incredible nature. Outside of work, Blair loves to find new places to run, from the trail runs at Manly Dam to plodding around Narrabeen lake, making the most of his new found home. Blair has a wealth of experience in the Financial Services industry, having started his career with Royal Bank of Scotland while studying Economics in his native Scotland.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
Mobile
0422 616 513
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

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