Mortgage Brokers & Financial Planners (Franchisee)

$60,000 - $250,000 yearly
  • Yellow Brick Road Wealth Management
  • Epping NSW, Australia
  • Nov 01, 2018
Other Broker (Experienced)

Job Description

The Opportunity

Epping – Prime territory includes – Epping, Carlingford & Beecroft, plus additional surrounding agile territory.  

With a major university nearby, there is a good mix of students along with families.


Why Yellow Brick Road

At Yellow Brick Road, we help Australians by providing a pathway to realising their financial dreams.

We offer our customers a financial partnership for life. From buying their first home, through to retirement, we’re with them every step of the way. We offer a diverse range of products and services including Home loans, financial planning superannuation and investments.

Our Brokers and Financial Advisors are small business owners with a vested interest in their local communities, providing support to help Australians achieve their dream.


The Yellow Brick Road franchise model

Yellow Brick Road franchisees are able to offer clients not only a strong brand with great lending services, but also the full array of wealth services, providing greater opportunity to serve customers across the full lifetime of all their financial needs.

Whether it’s a first home loan, financial planning, superannuation, insurance, investment, or even commercial finance, our holistic approach means franchisees can establish lifelong relationships with clients.

Yellow Brick Road is built on supporting successful mortgage brokers and financial planners advance into owning and operating their own business.


Our model ensures high-touch support from technical experts, marketing professionals, push-button applications, clever systems, compliance gurus and business coaches.


When it comes to running a business, there are some things that make a difference to the bottom line.


  • Strong brand


Led by Mark Bouris, Yellow Brick Road is a well-recognised, well-respected and trusted Australian brand. Mark has built a successful career from building disruptive businesses to challenge the market and provide smarter solutions for consumers. Mark is widely recognised as a financial advice guru and a powerful supporter of small business owners and mentoring.


  • Industry-leading commissions


Any mortgage broking businesses understand the importance of commissions. At Yellow Brick Road we offer one of the most competitive commission splits among the branded brokers in the industry. We like our franchisees to keep more of what they earn!


  • Agile + flexible territories


Our territory allocation, or what we call our territory “mark-up”, sets us apart from the rest. Our territories are comparatively wider, more flexible and agile, providing greater opportunities, company generated leads, and more opportunity to market and network your own territory.


  • Deeper product suite


Who wouldn’t what to provide their clients a financial partnership for life? At Yellow Brick Road we provide a diverse product suite which includes home loans, financial planning, insurance, superannuation and investments. Who says you can’t enjoy multiple revenue streams, earning you more on an ongoing basis?


  • Lower entry cost

The costs associated with setting up a small business are a key consideration for prospective business owners. With lower franchise fees and lower set-up fees than similar industry players, Yellow Brick Road franchisees gain the benefits of starting with a financial advantage.


  • Bigger lending panel

What’s not to be excited about? With one of the largest lending panels in the industry, Yellow Brick Road franchisees are able to offer more options to clients. Potentially providing a better fitting product than what they can obtain elsewhere.


  • Professional marketing


At Yellow Brick Road our national and local area marketing activities are all geared towards helping our franchisees grow a strong pipeline of leads whilst creating local brand presence and recognition. Our marketing experts are there to support along every step of the way.


  • Lead management


Responding to leads and enquiries while they are still “hot” is essential to running a successful business and that’s why we arm our franchisees with “Ruby”. Providing franchisees with a smartphone-based management tool to engage with potential clients anywhere, anytime.


  • Scalability + Saleability


Looking to grow scale and build a saleable asset? With the prospect of life-time serviceability for each client, a deep product suite and the structure in place to embed financial advisors, Yellow Brick Road have provided the pathway to grow your business.