13 Hilly Street,
Mortlake NSW 2137
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 8757... click to show
Existing customers:
02 8757 3204

Mortlake

At Yellow Brick Road Mortlake, we pride ourselves in offering a complete range of financial services to all Australians. Our trusted team of professionals will help you now and in the future.

Whether it be a mortgage from a fully accredited broker, or a financial plan, life insurance or investment advice from an FPA affiliated financial planner – we can help with your financial needs.

Well known for our professionalism and track record, we will look after you from the moment you walk through the door. We provide a stress-free complimentary initial consultation, and will then strive to build a lasting relationship with you.

Our local area covers Breakfast Point, Concord West, Concord Repatriation Hospital however we are not restricted and everyone is more than welcome.

13 Hilly Street,
Mortlake NSW 2137
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
02 8757... click to show
Existing customers:
02 8757 3204
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

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
Commercial Loans
Financial Advice
Insurance
Superannuation
Self Managed Super Fund (SMSF)
Accounting & Tax

Meet the Mortlake team

Peter Khoury
Principal and Wealth Manager

These days, there is a greater need for proper financial advice and accountability to make sure that you get the future you've planned for. That's what I'm here for. I find it very rewarding to help clients restructure their home loans, arrange proper insurances, and have a stress-free financial plan for their own and their children's future.

In helping my clients achieve their financial goals, I draw upon extensive experience in the financial services industry. I am a Fellow of the Institute of Public Accountants; a Financial Planner with the FPA; a Chartered Tax Advisor; and a qualified and accredited mortgage broker. Armed with these qualifications and an absolute commitment to forging long-term relationships with clients you can trust me to work with you into the long-term to secure your financial future.

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
Mobile
0413 545 551
Nathan Khoury
Wealth Manager

Having worked in the financial services industry for over 5 years, Nathan has a wealth of experience. Having starting his career at Khoury Bros & Co as an accountant, he continued studying and completed his degree in financial advice majoring in financial planning. By joining Yellow Brick Road Nathan saw the opportunity to provide all members of his local community with quality financial advice.

Nathan Khoury loves his local area as he grew up in Mortlake, has built strong relationships with residents, business owners and much of his family also live in the local area. Having worked in Dulwich Hill for over 6 years he has also built long lasting friendships and business relationships in the area. Outside work Nathan enjoys going to the gym, playing sports such as rugby union, golf & basketball, spending time with family, friends and travelling.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
  • Advice on margin lending
Mobile
0434 049 742

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