Exceptional Financial Services

Whether its finding the perfect home loan or helping you choose the best investment or retirement path, Yellow Brick Road in Mona Vale caters for all your financial needs.

Their top performance won the branch the ‘YBR Way – Prime’ award at the 2016 Yellow Brick Road Annual Conference in Adelaide. 

And branch principal John Cross also won the ‘National Outstanding Performer YBR Way’ award. 

COVERED. found out how this branch is exceeding all expectations.

The YBR Way award is given to branches that do an exceptional job at looking after the financial needs of clients across both home loans and wealth management. 

“Yellow Brick Road Mona Vale has demonstrated a hard work ethic and dedication to the company’s mission of helping more Australians reach their financial hopes and dreams.  

“They wake up every day with enthusiasm and work tirelessly to run a successful business that is one of the best in the industry,” praised Executive chairman Mark Bouris when the branch beat 250 others nationally to win. 

Delighted with the success, John hopes to build on this to ensure the business and its clients, go from strength-to-strength.

“We work hard to make sure our clients are able to achieve their dreams of owning a home and retiring comfortably. We are fortunate to love what we do and being recognised for this achievement has inspired us to help even more Australians achieve their financial goals,” says Mr Cross.

He’s easily recognisable and can be spotted around town in his YBR kombi.
John began his career in Finance with his own business – Focused Financial Planners and wealth building strategies, and a wide range of quality products. He has since worked for RetireInvest, Commonwealth Bank, and most recently as a Senior Business Planner with Westpac.

He holds a Diploma in Financial Planning and Life Insurance, a Diploma in Finance/Mortgage Broking, is a Certified Financial Planner, and he is accredited in Self Managed Superannuation, Geared Investments and Salary Packaging.

John joined Yellow Brick Road to provide his clients with a ‘one stop financial shop.’ His team is committed to professionalism and its members are determined to find the best solutions for their clients.

In his spare time, he enjoys taking his family boating, and taking scenic beach and bush walks throughout the Northern Beaches. 

YBR Mona Vale is a local wealth management company that provides advice, products and services for home loans, financial advice, superannuation, insurance, savings and investments. 

John explains, “Best of all, Yellow Brick Road is not tied to any financial institution and therefore we are able to select the best financial products to suit your needs.”


Yellow Brick Road Wealth Management Mona Vale - 1/1761 Pittwater Rd, Mona Vale
Ph 02 8411 2456 | www.ybr.com.au

 

Kezia BrooksComment