As a wealth management company, we build products to suit our client base of everyday Australians in the age demographic of 25-54 years. The average superannuation account size of our clients is small whilst their mortgage is large. Over time we will see this inverse and we want to be with those clients every step of the way.
The success of this new fund demonstrates our wealth management focus and contributes to our
overall asset growth. Through RetireRight and our in-house funds management joint venture Smarter Money Investments, Yellow Brick Road has accumulated nearly $500million in funds under
management in just over three years.
“Our strategic partner, OneVue, are disrupters in the wealth management industry. Their support and expertise allows us to provide competitive and targeted wealth management products to our clients.
OneVue have been an exceptional business partner,” Mr Lawler concluded.
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About Yellow Brick Road Group
Yellow Brick Road is a group of wealth management and financial services companies headed by Executive Chairman Mark Bouris. Yellow Brick Road offers tailored advice and services to Australians wanting to build financial security for the future. With its extensive neighbourhood based branch network, Yellow Brick Road Group is committed to delivering accessibility, quality financial advice and competition in the market.