Yellow Brick Road Wealth Management

Yellow Brick Road helps Australians on the road to their hopes and dreams. How? We are a full service wealth management company that offers products and services for home loans, financial planning, insurance, superannuation, and investments. We offer competitive rates, an all-encompassing portfolio of services and a network of trusted local wealth managers all over Australia.

Our local wealth managers (mortgage brokers and financial advisers) are small business owners with a vested interest in their local community. They understand the hopes and dreams of the people who live in their patch, and how to achieve them.

But, no matter where we are based, we all believe that traditional banking and financial institutions need a good shake up. So, we're here to provide meaningful financial services, from the purchase of your first home right up until retirement, and we'll never take you for granted.

$150,000 - $350,000 yearly
Yellow Brick Road Wealth Management Mona Vale NSW, Australia
Mar 05, 2019
Other
POA The Opportunity Your Sea Change could be closer than expected with the well-established Yellow Brick Road Mona Vale Branch available for sale for the first time.    Truly at the “top end” of Sydney’s Norther Beaches, this business location is close to Sydney, yet far enough away to really enjoy its beautiful beaches, waterways and bush setting.    The area demographic is well suited to the YBR offering of comprehensive service to higher incomes, busy professionals and service workers, who appreciate the value of personalized service for the time poor.   Location Details Branch location – Mona Vale has “Village” feel and is a commercial hub of the Pittwater area, stretching from Frenchs Forrest down to Narrabeen, Warriewood past Mona Vale to Newport, Avalon and North to Palm Beach. Highly visual branch right on the major intersection of Pittwater Road and Barrenjoey Road, Driving down the peninsular past the office door each day is 65,000 cars in their way south. The major bus stop for commuters is diagonally across the intersection where buss run to the city every 5 minutes   About the Opportunity Yellow Brick Road Mona Vale has been established for over 5 years. Our Franchisee is looking to realize the efforts of the past 5 years with a sale of the business and both its Lending Book & Wealth Book.  The business benefits from strong ongoing business and new business, and a generous handover period is open for negotiation.   The lease is current with an additional option available for negotiation. Asking Price POA Yellow Brick Road is built on supporting successful mortgage brokers and financial planners as they take their first steps into owning and operating their own local business. Our model ensures high-touch support from technical experts, marketing professionals, pushbutton tools, clever applications, compliance gurus and business coaches. You're never alone with Yellow Brick Road, but you get the autonomy and freedom to be your own boss and enjoy the perks and challenges of running a business your way. ➤ Expert help to boost your business Want to work with exceptional industry experts to help you grow as a business owner? Your support team includes dedicated business development mentoring and coaching, marketing, compliance, financial planning and lending experts. ➤ Clever technology & services You'll never get the feeling you've forgotten to follow up thanks to our proprietary technology. Every lead, generated locally or through head office, is managed through our phone app. Our app makes customer service timely and manageable. ➤ Powerful brand backing you Join a multi-million-dollar brand and ride the wave of familiarity, with an invested brand which people know and trust. Mark Bouris appears regularly on television shows, commercials, and throughout the press, which increases the familiarity of the brand. ➤ Take on the big banks locally With nearly five per cent of home loans in Australian lodged through Yellow Brick Road Group, you'll be bringing one of the real disrupters in the financial services sector and a serious alternative to the traditional banking establishment to your local community. ➤ Double the revenue per client We continually add to our suite of great home loans with competitive rates. Plus, we ensure your clients are assisted with their broader financial needs: superannuation, cash products, insurances, financial plans... Meaning multiple revenue streams for you.
$150,000 - $350,000 yearly
Yellow Brick Road Wealth Management Blacktown NSW, Australia
Mar 04, 2019
Other
Blacktown NSW 2148 - $130,000  The Opportunity From high density housing and the redevelopment of the CBD & Retail precinct through to infrastructure improvement such as the University, the region of Blacktown NSW is experiencing unparalleled development & growth.    And for the first time in 3 years, the opportunity to secure BLACKTOWN as an established Yellow Brick Road Branch in the heart of this territory is on offer!   Location Details With a 6 figure contemporary branch fit out over 120 square meters, offering inviting reception & waiting area, private interview room plus large boardroom ideal for client functions & seminars, and with work stations to accommodate up to 8 brokers and financial planners, this is a truly an established turn key operation.   About the Opportunity Yellow Brick Road Blacktown has been established for over 3 years. Due to a unique opportunity within Yellow Brock Road Head Office, our Franchisee is looking to realize the efforts of the past 3 years with a sale of the business and its Lending Book.  The business also boasts an impressive Wealth Book, which may be negotiated into the sale at an additional price.  The business benefits from strong referral partners, an Office Manager & existing Broker, as well as strong volumes of YBR company sourced leads.   The lease is current with an additional option available, includes 2 secure car spaces, and the commercial terms are very attractive for this modern facility amongst established retailers & services. Asking Price $130,000 Yellow Brick Road is built on supporting successful mortgage brokers and financial planners as they take their first steps into owning and operating their own local business. Our model ensures high-touch support from technical experts, marketing professionals, pushbutton tools, clever applications, compliance gurus and business coaches. You're never alone with Yellow Brick Road, but you get the autonomy and freedom to be your own boss and enjoy the perks and challenges of running a business your way. ➤ Expert help to boost your business Want to work with exceptional industry experts to help you grow as a business owner? Your support team includes dedicated business development mentoring and coaching, marketing, compliance, financial planning and lending experts. ➤ Clever technology & services You'll never get the feeling you've forgotten to follow up thanks to our proprietary technology. Every lead, generated locally or through head office, is managed through our phone app. Our app makes customer service timely and manageable. ➤ Powerful brand backing you Join a multi-million-dollar brand and ride the wave of familiarity, with an invested brand which people know and trust. Mark Bouris appears regularly on television shows, commercials, and throughout the press, which increases the familiarity of the brand. ➤ Take on the big banks locally With nearly five per cent of home loans in Australian lodged through Yellow Brick Road Group, you'll be bringing one of the real disrupters in the financial services sector and a serious alternative to the traditional banking establishment to your local community. ➤ Double the revenue per client We continually add to our suite of great home loans with competitive rates. Plus, we ensure your clients are assisted with their broader financial needs: superannuation, cash products, insurances, financial plans... Meaning multiple revenue streams for you.
$100,000 - $250,000 yearly
Yellow Brick Road Wealth Management Nerang QLD, Australia
Mar 01, 2019
Other
ESTABLISHED BROKING BUSINESS Due to strong growth, our Franchisee is looking for a financial business partner to buy into this well-established business, which has built reputation through local alliances and sponsorships. Location Details Recently refurbished, this modern branch is well located within the Nerang Mall. About the Opportunity Yellow Brick Road Nerang has been established for 7 years. Due to strong growth, our Franchisee is looking for a financial business partner to buy into this well-established business. The business benefits from strong referral partners such as Elders Real Estate, and has built reputation through local alliances and sponsorships. Asking Price $75,000 Yellow Brick Road is built on supporting successful mortgage brokers and financial planners as they take their first steps into owning and operating their own local business. Our model ensures high-touch support from technical experts, marketing professionals, pushbutton tools, clever applications, compliance gurus and business coaches. You're never alone with Yellow Brick Road, but you get the autonomy and freedom to be your own boss and enjoy the perks and challenges of running a business your way. ➤ Expert help to boost your business Want to work with exceptional industry experts to help you grow as a business owner? Your support team includes dedicated business development mentoring and coaching, marketing, compliance, financial planning and lending experts. ➤ Clever technology & services You'll never get the feeling you've forgotten to follow up thanks to our proprietary technology. Every lead, generated locally or through head office, is managed through our phone app. Our app makes customer service timely and manageable. ➤ Powerful brand backing you Join a multi-million-dollar brand and ride the wave of familiarity, with an invested brand which people know and trust. Mark Bouris appears regularly on television shows, commercials, and throughout the press, which increases the familiarity of the brand. ➤ Take on the big banks locally With nearly five per cent of home loans in Australian lodged through Yellow Brick Road Group, you'll be bringing one of the real disrupters in the financial services sector and a serious alternative to the traditional banking establishment to your local community. ➤ Double the revenue per client We continually add to our suite of great home loans with competitive rates. Plus, we ensure your clients are assisted with their broader financial needs: superannuation, cash products, insurances, financial plans... Meaning multiple revenue streams for you.
$150,000 yearly
Yellow Brick Road Wealth Management Parramatta NSW, Australia
Feb 15, 2019
Contractor (Commissions Only)
Mortgage Broker – Yellow Brick Road, Parramatta NSW If you’re currently a mortgage broker with the only bow in your armoury, being traditional home loans, you really need to consider your future! Yellow Brick Road Parramatta are looking for an ambitious and dynamic mortgage brokers, who understands to survive and flourish in today’s market, you need to be able to offer your customer the full range of financial service products; form home & investment loans, unique wealth management business products including Financial Planning, Insurances, Commercial and Asset Finance & Investment Products. Under the mentorship of a dynamic principal/mortgage broker with over 6 years’ experience in Lending & Financial Planning, you’ll benefit from the following; Qualified leads – no need to generate the business yourself Access to our Parramatta Branch admin support team to assist with loan processing and general customer enquiry Additional income streams through Financial Planning, Commercial and Asset Finance, and Investment Products Your insurance and aggregator compliance fees will be covered by the branch One of the most generous commission structures amongst the branded brokerages, paid on all deals Upfront AND Trail! In addition to your enthusiasm, passion for customer service, personal drive, and minimum 1 years’ experience as a Mortgage Broker, you’ll need to bring to the table the following; Certificate IV and/or Diploma in Finance and Mortgage Broking. Be a current membership of the FBAA or MFAA. An ability to foster strong and long-term customer relationships. A hunger for success, and the drive to deliver excellent customer service. You’ll have full access to our office, located in the heart of Parramatta, providing a convenient & professional environment for client meetings. You will receive admin support in a dynamic and fun working environment from our experienced team, further adding value to your business by allowing you to focus on your clients and build strong relationships. The ideal applicant is a motivated and experienced Mortgage Broker looking for a high-volume environment and a strong commission base generated through both mortgage lending and planning.  For further information about this fantastic opportunity, please contact Yellow Brick Road Parramatta on 02 8626 5205 or alternatively email your resume and cover letter to azm.khan@ybr.com.au