Who we are
High quality financial advice is the key service which we deliver to Yellow Brick Road clients. We provide advice along with a full range of financial services including home loans, insurance, investment strategies, accounting and taxation, self managed superannuation fund establishment and administration, estate planning, business structuring and succession planning. Established in 200
7, Yellow Brick Road is owned by Mark Bouris and several members of the senior management team. Mark was the founder and chairman of Wizard Home Loans, which grew to be one of the largest non bank lenders in Australia. Mark’s purpose in establishing Yellow Brick Road was to help all Australians access the quality financial advice they deserve. Yellow Brick Road's approach is to focus on:
Competitiveness
In all our products and services, we are focused on providing value for money and the lowest cost solution to meet a client’s needs. Tax effectiveness
Yellow Brick Road focuses on the after-tax financial position of clients. Minimising taxes and costs represent a key opportunity to make a difference to your long term wealth accumulation. We think about how much money ends up in your pocket. Fee transparency
Yellow Brick Road financial advisers operate under a fully transparent fee structure. We offer you integrated advice at a fair price. Product transparency
Yellow Brick Road ensures all its advisers are skilled, reliable and knowledgeable and are able to fully explain the advice and services we provide. Our philosophy is to keep investing simple and control what can be controlled. Accessibility
Yellow Brick Road seamlessly connects a client's financial affairs, alleviating the need to brief individual stockbrokers, investment advisers, insurance brokers and accountants, and ensuring all parts work together for the client's benefit. Yellow Brick Road is committed to looking after the interests of our clients. Our goal is to help clients take charge of their lifelong financial journey by focusing on the things they can control, and allowing them to reap long term financial rewards.
