YBR
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. We offer a range of financial products and services to help you reach your financial goals, including home loans, financial advice, superannuation, insurance and self managed super funds.

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

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
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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