Ensuring everyone has access to sound financial advice is the very cornerstone of Yellow Brick Road Wealth Management based in Dee Why and Manly.
The flourishing business is obviously hitting the mark with locals as growing numbers turn to the consultants for clear cut monetary solutions and suggestions.
Andrew Read, who has lived on the peninsula for seven years, tells Covered. what he loves about the business and this area.
What is your role in YBR?
I am the principal and co-owner of YBR Manly and Dee Why. I am also the senior mortgage adviser in the company.
What was your previous role?
Prior to this I was working as a Mortgage Broker for a firm in North Sydney, this was where I learnt the ropes and decided to start my own business.
How did you get into this industry?
I became interested in Mortgage Broking when I was going through the process of obtaining my first investment loan. The broker (who is now my business partner) made the process incredibly quick, easy and enjoyable which was the opposite to the service I was receiving from my bank at the time. I decided that this career was a great way to help people and I studied in the evenings and once qualified I started working as a broker full time.
When did you open YBR?
We opened the Manly YBR branch in late 2009 and opened our second Dee Why branch in 2012. We recently opened a new larger office in Dee Why to cater for our growing team.
Do your clients have to have a lot of 'spare' cash?
No, our clients come to us at all different stages of their wealth journey, from young first home buyers looking for budgeting advice to help save for a deposit, to serious investors looking for strategies to buy their 10th investment property or to help make the most of their superannuation.
Who are your services aimed at?
Yellow Brick Road has a clear purpose and that is to ensure that all Australians have access to quality affordable financial advice regardless of their circumstance. Our services are aimed at anyone who wants to take the steps to secure their own and their family’s financial future.
What do you offer that other similar companies do not?
Our point of difference is that we are truly interested in creating successful long term wealth strategies for our clients and we have an amazing team of professionals to help do that.
What are your strengths in this role?
My part of the wealth strategy is generally sourcing the structuring for the best finance option for my clients and offering guidance through the buying or refinancing process. Best of all, my part of the process is completely free of charge.
What do you like about this work?
It is very rewarding seeing clients achieve their financial goals and being part of what, for many, is the biggest investment they will ever make in their life.
Do you live in the area?
I do live locally on Northern Beaches and have lived here for seven years.
What do you like about the area?
It is a great place to live and work, there is a true sense of community and a majority of our business is through referrals such as friends and family of our existing clients and our business partners.
What do you do in your spare time?
I have a young family so I spend most of my free time with them and if time permits I love a game of golf.
Yellow Brick Road Wealth Management
Dee Why - 854 Pittwater Rd
Ph: 02 9982 0282
Manly - Level 1, 27 Belgrave St
Ph: 02 9977 2788