YBR
2/8 Boag Place,
Morley WA 6062
New customers:
08 6270... click to show
New customers:
08 6270 1198
Existing customers:
0419 94... click to show
Existing customers:
0419 944 295

Morley

Yellow Brick Road Morley is a wealth management company with a goal of ensuring all clients are given the best possible service and products to optimise their financial circumstances and provide for long term financial security. Our branch offer a range of financial products and services including home loans and self managed super funds to help you achieve your financial objectives today.

David has over 30 years’ experience in banking and finance and has helped hundreds of families create a solid financial base through a rage of geared investments specialising in property.

As we know the finance industry is ever changing and keeping up can be difficult. David is continually updating his knowledge and is across all the latest trends and tricks.

With his years of experience, David has a real comprehension of what it takes to establish a solid financial base.

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

2/8 Boag Place,
Morley WA 6062
New customers:
08 6270... click to show
New customers:
08 6270 1198
Existing customers:
0419 94... click to show
Existing customers:
0419 944 295
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

Now is the time to switch

There's no better time to switch and get a better deal. Yellow Brick Road are offering a smashing hot comparison rate* of 3.68% p.a. for the Rate Smasher Home Loan.

By switching to we could save you $45,000# over the life of your loan.

It's so easy - talk to one of our advisers about how much you could save on your loan.

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 09/05/17 for Yellow Brick Road and may be subject to change. Effective dates are 12/08/16 for ANZ, 08/05/17 for Commonwealth Bank, 24/03/16 for NAB and 30/03/17 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. 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. # The savings examples provided are based on comparing a $450,000 Rate Smasher Home Loan over 30 years and comparable loans by major banks. Available for new applications only. Loans for construction purposes are excluded. Repayment estimates based on annual interest rate only and do not take into account any fees. All competitors' rates are based on their basic loan. Savings will depend on factors specific to your individual loan. The Rate Smasher Home Loan is not available in conjunction with any other offer. Terms, fees, conditions, and loan suitability criteria apply, and are subject to change. Data sourced from mozo.com.au and correct as at 09/05/17.

Our Services

Home Loans
Self Managed Super Fund (SMSF)
Accounting & Tax

Meet the Morley team

David Oreilly
Principal and Wealth Manager

David O'Reilly, Wealth Manager and Principal at Yellow Brick Road Morley, loves his local area because he enjoys it being central to most of Perth's main attractions and has lived in the area for over 25 years.

By joining Yellow Brick Road, David saw the opportunity to expand the range of financial services he can offer and improve the overall financial security of his clients. David and his team at Yellow Brick Road Morley strongly believe in a customer focused approach where the benefit to the client is paramount. His goal is to ensure all his clients enjoy financial security and a comfortable lifestyle.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0419 944 295
Tom Border
Wealth Manager

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals. As a Certified Financial Planner ® with 20 years' experience, I can give you confidence and peace of mind that your financial future is secure.

I love WA because of the great climate, food and immense outdoors. I also enjoy the friendly multicultural community, coupled with fabulous family and friends. Outside work I enjoy anything to do with water, bush walking, being healthy, rugby, and spending time with family. In joining Yellow Brick Road Wealth Management, I see a great opportunity to provide a full range of financial planning solutions to different clients and businesses with varying needs and objectives. Other organisations I have worked for over the past 20 years are vertically integrated and tend to have restrictive products and push their own agendas, which is not always the best option for the client. At Yellow Brick Road we provides such a large and diverse range of approved products and solutions.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
  • Advice on self managed superannuation
Mobile
0401 476 515

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