YBR

Mordialloc VIC 3195
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
0417 74... click to show
Existing customers:
0417 742 142

Mordialloc

Yellow Brick Road – Mordialloc was established based on a belief that the financial principles used by the wealthy should be readily made accessible to everyday Australians to help resolve the financial crisis they could face in retirement.

We understand your specific circumstances and develop a customised strategy to help you achieve your goals – whether it be as simple as refinancing to save money or restructuring your affairs to be most tax effective. We educate wherever necessary. We are the team to ask all those questions that you’ve been too embarrassed to ask or that you’ve never had the chance to find out. We bring to the table the relevant experts needed to achieve your goals, whether they are within the YBR group or through our specialist referral partners.

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


Mordialloc VIC 3195
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
0417 74... click to show
Existing customers:
0417 742 142
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Latest Offer

Latest Offer

Beat the banks with a better deal

With an amazing comparison rate* of 3.68% p.a. for the Rate Smasher Home Loan, Yellow Brick Road has one of the lowest home loan rates available. This means that you can save money on your home loan and pay it off sooner.

Join thousands of Australians who are moving from the big banks to a better rate and superior service from your dedicated local branch adviser.

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. Comparison rates are based on the variable rate home loans comparable by major banks. Rates are correct as at 09/08/16 for YBR and may be subject to change. Effective dates are 12/08/16 for ANZ, 19/08/16 for Commonwealth Bank, 19/08/16 for NAB and 23/08/16 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.

Meet the Mordialloc team

Naomi Tahata
Principal and Wealth Manager

With a passion for finance and a reputation for leaving no stone unturned, Naomi is the perfect partner to help you access the full breadth of Yellow Brick Road expertise. Whether it be questions about retirement, finding ways to pay off your mortgage quicker or working out whether you can afford your first home, calling Naomi is a great first step.

Naomi Tahata, Wealth Manager and Principal at Yellow Brick Road Mordialloc, loves her local area because of the lifestyle close to the beach and a vibrant community. Her favourite time is having breakfast with her family (including her sausage dog!) at one of the many cafes along the strip particularly in summer! Naomi's core characteristics of thoroughness, attention to detail and her passion for finance makes her an ideal advocate to help get your financial world in order.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
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0417 742 142

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Home loans and other credit services are provided by Credit Representatives of Yellow Brick Road Finance Pty Limited ACN 128 708 109, Australian Credit Licence 393195. Financial Advice, Insurance, Superannuation and other financial services are provided by Authorised Representatives of Yellow Brick Road Wealth Management Pty Limited ACN 128 650 037, AFSL 323825.

Read our Financial Services Guide (FSG) and Credit Guide (CG) as required by the Australian Securities Investments Commission (ASIC).