Yellow Brick Road Prahran is a complete wealth management company. Our approach is to focus on the bigger picture, rather than just your transactions. Your transactions are only part of the story when it comes to your finances. We’ll look at your in comings and outgoings as well as your source of income. When we know the full story we’re better equipped to make financial recommendations.
It doesn’t matter what you come in for, we’ll offer a financial review at no cost.
- Could you have done something differently?
- Are your expenses too high? Could you cut some of your costs to find savings? Our belief is that every dollar is better kept in your pocket, so we’ll recommend areas where you can save.
- We’ll assess your risks as well. Have you protected your biggest asset?
- How is your retirement savings plan looking? Does it look like you’re going to have a comfortable retirement? Or will you struggle?
We stand by the motto that we’ll fix your present and set you up for the future.
Our local area covers Prahran, however we are not restricted and everyone is more than welcome.