YBR
1/1761 Pittwater Road,
Mona Vale NSW 2103
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 8411... click to show
Existing customers:
02 8411 2456

Mona Vale

Yellow Brick Road Mona Vale is here to give you financial peace of mind and guide you on the road to a better future. In all that we do, your financial needs and objectives come first.

Our experienced financial advisers and mortgage brokers offer a range of financial services including home loans, insurance, superannuation and self managed super funds to help you reach your financial goals.

At Yellow Brick Road Mona Vale, our focus is on providing comprehensive and holistic financial solutions.

We start by providing strategic advice to people of all ages – essentially, anyone wanting to build wealth and have financial security.

We follow this up with research into financial solutions and products suited to your needs. You will then have these considerations presented in a custom designed personal plan.

With Yellow Brick Road Mona Vale, you will receive award winning advice, service and attention throughout our relationship.

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

1/1761 Pittwater Road,
Mona Vale NSW 2103
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 8411... click to show
Existing customers:
02 8411 2456
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
By Appointment

Latest Offer

Latest Offer

Switch and save today.

If you are in the market for a new home loan or you haven’t refinanced recently, your rate may not be as competitive as you would like. Now would be a great time to make the switch and start saving.

Of course shopping around is not always easy – that’s what we are here for. Let us do all the hard work researching the home loans and rates on the market and see how much we can save you.

Is now the right time to refinance?

  • Secure a better Interest Rate
  • Consolidate debt
  • Free up some extra cash
  • Renovate
  • Switch between fixed and variable
  • Pay off your mortgage sooner

It’s the sensible approach to keep an eye on your future, take action today.

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Our Services

Home Loans
Insurance
Superannuation
Financial Advice
Self Managed Super Fund (SMSF)

Meet the Mona Vale team

John Cross
Principal and Wealth Manager

My goal is helping people reach their goals. With over 30 years in financial services, 20 years as a Certified Financial Planner (CFP), and membership within the Financial Planners Association of Australia (FPA) and Mortgage and Finance Association of Australia (MFAA), you can be assured that with this experience and professional approach I can help you achieve and maintain financial independence.

With access to such a wide range of products and services, I will personally design a road map which will aim to make a positive difference to your financial future. As a father and grandfather, I am aware of the importance of providing a strong financial future for my clients and their families through all the changes life can bring. My family and I enjoy our beautiful beaches and we love boating. In particular we're especially fond of sailing, having cruised from Cairns to Sydney and around the Whitsundays, Moreton Bay & Pittwater. I joined Yellow Brick Road because it provides quality, reliable advice in a way I believe really benefits our community, where your interests come first.

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
  • Advice on your long term financial needs
  • Advice on self managed superannuation
  • Advice on margin lending
Mobile
0458 418 730

Testimonials

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