YBR
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

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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* Comparison rate is based on Rate Smasher standard variable rate for $150,000 loan over a term of 25 years for a secured loan with monthly principal and interest repayments. Comparison rates are based on the variable rate home loans comparable by major banks. Rates are correct as at 21/08/17 for Yellow Brick Road and may be subject to change. Effective dates are 12/08/16 for ANZ, 11/08/17 for Commonwealth Bank, 24/03/17 for NAB and 30/06/17 for Westpac. 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. 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. Yellow Brick Road Finance Pty Limited ACN 128 708 109, Australian Credit Licence 393195. Yellow Brick Road Wealth Management Pty Limited ACN 128 650 037, AFSL 323825.

Our Services

Home Loans
Financial Advice
Insurance
Accounting & Tax
Superannuation

Meet the Upwey team

Craig Waters
Principal and Wealth Manager

With over 20 years' experience in the finance industry, a proven track record as a mortgage broker and access to great product offerings from Yellow Brick Road and other providers Craig is well placed to assist customers reach their financial dreams.

Craig will do everything he can to achieve the result his customers are looking for and place as much importance on their needs as if they were his own needs. Craig loves the thriving lifestyle and strong sense of community that exists in Upwey, the Dandenong Ranges and the Knox area. He has been an active member of the CFA for over 17 years and recently awarded Life Membership of the Upper Ferntree Gully CFA. He aims to take the hassle out of finances by providing a one-stop-shop for his customers where there is a wide range of financial services available. Craig can help with advice on: Home Loans, both Residential and Investment Refinancing loans to reduce rates and improve cashflow Life Insurance and Income Protection Business Loans Commercial Loans

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
0418 515 417
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.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
Mobile
0424 027 166
Delwyn Rayner
Wealth Manager

I pride myself on providing exceptional customer service, and working very hard to help you achieve your financial goals. To help you get there, I draw upon over 15 years of experience in the finance industry.

I have worked in the Dandenong area for most of my life my husband's business, McLennan Real Estate, has been in Dandenong for the past 35 years and Yellow Brick Road has been sharing its premises since it was established in 2010. Prior to Yellow Brick Road, I worked as Home Finance Manager at Westpac, as well as various roles at Suncorp. I also hold a Bachelor of Business with a major in Management; and a Diploma of Financial Services (Finance / Mortgage Broking Management). I am proud to be able to offer Yellow Brick Road clients a range of options, and will create personalised solutions to meet individual needs.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0410 404 416
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

Testimonials

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