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 Aspendale, Beaumaris 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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Sunday
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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 3.82% 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 9/5/16 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
Superannuation
Self Managed Super Fund (SMSF)
Financial Advice
Accounting & Tax
Commercial Loans
Car Finance

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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