Suite 1, 62-64 Main St,
Upwey VIC 3158
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
03 9757... click to show
Existing customers:
03 9757 8188

Upwey

Yellow Brick Road Upwey provides clients with a holistic range of services including home loans, full financial planning, insurances, accounting and tax. We help both individuals and business clients to achieve financial goals.

All our professionals are under the one roof ready to meet your current and future financial needs. With over 80 years of combined experience in the Financial Services industry, we take the hassle and worry out of any situation you may confront.

At every step of the process, we are clear and supportive; and we manage everything from start to settlement. We are available at any time to address your concerns or queries.

We can help you with a vast array of different products to suit all types of circumstances, so come in for a chat today.

Our local area covers The Basin, Boronia, Ferntree Gully, Upwey, Menzies Creek, Belgrave, Rowville, Scoresby, Knoxfield, Kalorama, Mount Dandenong, Cockatoo, Avonsleigh, Gembrook, Tremont, Ferny Creek, Sassafras however we are not restricted and everyone is more than welcome.

Suite 1, 62-64 Main St,
Upwey VIC 3158
New customers:
03 8640... click to show
New customers:
03 8640 0611
Existing customers:
03 9757... click to show
Existing customers:
03 9757 8188
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

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
Financial Advice
Insurance
Accounting & Tax
Superannuation

Meet the Upwey team

James Gillard
Principal and Wealth Manager

With over 20 years' experience in the Financial Services industry, I help a wide range of clients achieve their goals whether it be a home loan for a first home owner or investor, refinancing, insurances and more. From simple strategies to more complex solutions, we are here to help.

I have lived and worked in the Dandenong Ranges for the past 18 years, and have a great understanding of the local area. I am actively involved with Belgrave Rotary, working in volunteer roles on many local project and overseas projects. My motto shared by our entire team is to build a client for life. In doing so, we can truly understand your needs, even as they change and grow as time goes on. I have the experience and qualifications to advise on all your finance and general insurance needs.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0418 341 260
Graeme Tuplin
Principal and Wealth Manager

With over 37 years' experience in the Financial Services industry, I can provide one-stop financial solutions for both personal and business customers. Here, good old-fashioned customer service is the focus of our work.

I was born and bred in Upwey, and consider myself a 'real local'. Outside of work, I am actively involved with the Yarra Valley Football and Netball league. I also recently gained my motorbike learners permit, and enjoy riding with friends whenever I can. I hold a Diploma of Financial Planning and a Business Studies Certificate in Accounting. I have worked in various roles at NAB; and was a practicing Accountant for 24 years. At Yellow Brick Road, our real point of difference is the ability to provide tailored solutions that take into account our clients' complete financial picture. My ongoing goal is to provide service with care, passion and a focus on your best interests.

Mobile
0424 027 166

Testimonials

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