YBR

Client becomes cheerleader

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Writer Bella Nguyen captures the story of a broker and a basketball team mate whose friendship saved one of them tens of thousands of dollars, and gave the other a huge new circle of customers.

Yellow Brick Road Maroubra’s Anthony Mitry recently helped a former basketball team mate, Andrew, save thousands on his personal financed.

Andrew was prompted to phone his old basketball friend Anthony after seeing a client testimonial for Anthony on LinkedIn.

Anthony sat down with Andrew and examined his current financial situation.

“By refinancing with Yellow Brick Road, Andrew could save $2,000 a month on his mortgage,” Anthony explained.

A loyal bank client for many years, Andrew shook his head in disbelief.

“Last year I invited our bank relationship manager over to my place to look at my finances and help us improve our situation. One of my daughters will be starting high school this year and private school isn't cheap. After an hour the best he could do is recommend we stop using other bank’s ATM machines, saving us $2 here and there,” Andrew said.

“On the other hand, I've sat here with Anthony for five minutes and he’s saved me $2,000 a month, that's $24,000 a year,” he said.

In addition to this, a further $1,000 per month could be saved if he borrowed additional funds to pay off his car loans. That’s a total saving of $3,000 a month.

Ecstatic with the savings, Andrew and his wife Kathryn shouted their praise from the rooftops. Not only did Andrew recommend Yellow Brick Road to his friends and colleagues, he organised back-to-back appointments for Anthony at his company’s head-office. Andrew works for a multi-award winning design and construction company with over 200 employees and a portfolio of current and completed projects exceeding $2billion.

Not satisfied with their underperforming superannuation fund, Andrew and Kathryn proceeded with a complete review of their personal finances. They were not aware of Yellow Brick Road’s range of products such as Cash Manager, Smarter Money and Protected Equities Fund and were thoroughly impressed.

For his next appointment with Anthony, Andrew will be bringing his mother along. She also requires financial planning advice.

Anthony is pleased with the savings he’s achieved for his clients.

“At the end of the day, it’s about looking after your local community. Yellow Brick Road has a fantastic range of financial products and I’m very happy to have established clients for life in Andrew and Kathryn.”