YBR
Shop 3, 728 Old Princes Highway,
Sutherland NSW 2232
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
0295213... click to show
Existing customers:
0295213722

Sutherland

Yellow Brick Road Sutherland is proud to be a member of the local Shire community.

Our mission is to give all Australians access to quality financial service and assist you in reaching your dreams sooner, with innovative products for every stage of life.

We believe in developing long-standing relationships with our clients and their families - offering honest, professional & personable service.

Getting your finances in order doesn't have to be daunting. The team at Yellow Brick Road Sutherland welcomes the opportunity to work with you to review your finances & create the plan that will help you achieve your goals.

Our mortgage brokers and financial planners strive to provide a truly superior, high quality service that is tailored to what the local area needs and wants. It may be as simple as finding the right home loan, creating a more complex investment and savings plan, or making your super work for you for a comfortable retirement.

Whatever your needs are, we are here to help.

Our local area covers Audley, Bonnet Bay, Caravan Head, Kangaroo Point, Gymea, Engadine, Alfords Point, Sutherland, Menai however we are not restricted and everyone is more than welcome.

Shop 3, 728 Old Princes Highway,
Sutherland NSW 2232
New customers:
02 8323... click to show
New customers:
02 8323 4190
Existing customers:
0295213... click to show
Existing customers:
0295213722
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
Closed

Latest Offer

Latest Offer

Be $100,000 better off in retirement

With Yellow Brick Road Super, we put more of your money to work, so you can end up over $100,000 better off at retirement*.

Secure your tomorrow, today.Talk to us today to start retirement

planning and take control of your superannuation so that you can retire the way you want to.

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Estimate based on a 30 year old professional with a salary of $90,000p.a. and starting super balance of $45,000. Comparison vs average retail super fund fees, and assuming investment returns of 7.0% p.a. before fees. Past performance is not an indicator of future performance. Projections and outcomes will vary & are dependent on age, salary, continuity & starting balance. Consider your own objectives, financial situation, needs and fund’s PDS before making a decision. YBR Super issued by MAP Funds Management Ltd ACN 011061831, AFSL 240753 & distributed by YBR Wealth Management Pty Ltd ACN 128650037, AFSL 323825. Modelled by Professional Financial Solutions as at 08/04/16 & contracted by YBR. Avr MySuper fees charged by retail funds from Oct 14. Outcome for 37yrs, balanced investment (mix fees for active/passive investments) after tax but before fees. Excludes contribution, entry, exit & additional advisor fees. Fees may change in future & alter outcome which may vary between individual funds.

Our Services

Home Loans
Financial Advice
Superannuation
Savings
Business Finance

Meet the Sutherland team

Stephen Goodwin
Principal and Wealth Manager

Stephen Goodwin, Wealth Manager and Principal at Yellow Brick Road Sutherland, loves the Shire and its people. The Shire is the Birthplace of modern Australia and having been born on the 200th Anniversary of Cook's landing at Kurnell, Stephen could not be more patriotic for the Shire and its community.

Stephen's qualifications include: Diploma of Business Accounting Diploma of Business Banking & Finance Diploma of Financial Services Mortgage Broking Management Diploma of Financial Services Financial Planning Using this experience, Stephen was a past president of the Engadine Chamber of Commerce, is a treasurer for a local scouting group and participates at local sporting clubs including rugby league & netball. As a loyal supporter he is still celebrating the victory of his beloved Cronulla Sharks.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
Mobile
0405 388 467
Todd Francis
Principal and Wealth Manager

Todd Francis, Wealth Manager and Principal at Yellow Brick Road Sutherland, has over 28 years' of experience in the finance industry, commencing his career at NAB and working his way through the ranks to management, he gained both an excellent foundation of the industry and acquired a level of professionalism and knowledge that sets him apart from his competitors.

In 2002, Todd commenced with Stephen Goodwin, Resi Sutherland Shire, and established an extremely successful business that became the No. 1 office in Australia, based on integrity, communication, quality and proactive approach. Todd transitioned to YBR in May 2015 as part of the sale of the Resi brand and will continue to offer the same level of high customer service under the YBR model. Born and raised in the shire, Todd is married with two great kids, who keep him on his toes and provides some much needed perspective in such a busy professional environment.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0419 408 846

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