84 William Street,
Melbourne VIC 3000
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
03 9604... click to show
Existing customers:
03 9604 0400

Melbourne CBD

Yellow Brick Road Melbourne CBD is a wealth management company where you, the client, is at the centre of everything we do. Our goal is to provide you access to quality financial advice through each stage of your life, from your first home to an independent retirement.

At Yellow Brick Road Melbourne CBD, we understand how hectic and busy daily life can be. You may not always have the time or expertise to plan for the financial goals you want to achieve. You want someone who is working for you and has your best interest at heart.

We focus on building a relationship with you so we can understand your goals, aspirations and concerns. We then use our expertise to educate you on the options that may be available to you and access our comprehensive range of product offerings to tailor solutions for you. That way you have time to focus on what is important to you.

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

84 William Street,
Melbourne VIC 3000
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
03 9604... click to show
Existing customers:
03 9604 0400
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

It's time to switch

There's no better time to to shop around for a better deal. While the big banks are upping their rates, we are offering a smashing hot new comparison rate* of 3.68% p.a.for the Rate Smasher Home Loan.

By switching to Yellow Brick Road you could save your family tens of thousands of dollars over the life of your loan.

Talk to your local adviser

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. Comparison rates are based on the variable rate home loans comparable by major banks. Rates are correct as at 09/08/16 and may be subject to change. 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. Standard variable rate (SVR) for owner occupied loans will be reduced by 0.25% for new loans from 9/5/16 and existing loans from 25/5/16. For interest only loans that settled prior to 24/8/15, the SVR will be reduced by 0.15%. Investment variable rate (IVR) for investors will be reduced by 0.20%. WARNING: IVR is subject to change. For interest only loans that settled prior to 24/8/15, the IVR will be reduced by 0.10%. Visit www.ybr.com.au for more details. 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
Insurance
Superannuation
Financial Advice
Commercial Loans

Meet the Melbourne CBD team

Carlos Becerra
Principal and Wealth Manager

I love the Melbourne CBD for its wonderful restaurants and elegant bars scattered throughout the streets and lively lane ways. Outside work, I enjoy spending time with my family, relaxing at the beach and enjoying a quality bottle of wine. Having always been a keen sports follower, particularly of soccer, I have embraced a different level of passion by following my AFL team.

I have a wealth of experience in the Financial Services industry having worked in the industry for over 20 years. By joining Yellow Brick Road I saw the opportunity to deliver quality credit and financial advice, tailored to my client's needs today as well as future requirements through access to a great and diverse range of product offerings. My team and I at Yellow Brick Road Melbourne CBD strongly believe in the client being the centre of everything we do. My goal is to provide you access to quality financial advice through each stage of your life, from your first home to an independent retirement.

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
Mobile
0413 014 657
Sam Catanzariti
Principal and Wealth Manager

I am a finance professional with extensive experience within both the Banking and Legal industries. Having managed the financial and operational requirements of one of the major national Law firm as well as extensive experience working with seasoned Property Developers and Investors. I am confident that this experience will translate into providing you with the right advice to meet your needs.

Having lived and worked in Melbourne all of my life, I understand the dynamics of our vibrant and growing city in which we live and work and the opportunities it provides. Yellow Brick Road gives me the opportunity to source the most appropriate solutions to assist you in achieving your financial goals. I hold a Degree in Accounting (Senior CPA) as well as an Advanced Diploma in Management which will allow me to work and guide you in obtaining the right financial solutions with your domestic and or commercial borrowing requirements.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0418 342 498

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