Yellow Brick Road Wealth Management Baulkham Hills

Reviews, get directions and contact details for Yellow Brick Road Wealth Management Baulkham Hills

About

Yellow Brick Road Baulkham Hills offers a full range of financial services: - home loans - superannuation - insurance and financial planning.

Story

Yellow Brick Road Baulkham Hills has helped hundreds of customers in the Hills area improve their financial position.

We are not tied to any financial provider, so our starting point is finding the best product for your circumstance.

Geoff Walley the Branch Principal, lives locally with this his family. Geoff started his working career as an accountant, before moving into financial services in the last 90's where he has worked since.

Prior to starting Yellow Brick Road Baulkham Hills in 2010, Geoff had a number of senior roles in the finance industry. Geoff has worked for companies such Bankers Trust, Leveraged Equities, Lombard Finance and Mybuy.

Address: 29/31 Solent Circuit, Baulkham Hills NSW 2153, Australia

Phone: (02) 9634 6680

Website

[email protected]

State: New South Wales

City: Baulkham Hills

Zip Code: 2153

Opening Hours

Monday: 8:30 AM – 5:30 PM
Tuesday: 8:30 AM – 5:30 PM
Wednesday: 8:30 AM – 5:30 PM
Thursday: 8:30 AM – 5:30 PM
Friday: 8:30 AM – 5:30 PM
Saturday: 9:30 AM – 12:00 PM
Sunday: Closed

Update Info

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Reviews

AMAZING, FANTASTIC SAVED US.  my husband and i are mid fifties and with not much super or worse no much idea how to make things right so we can retire and be comfortable. we went to Geoff for help. their help, understanding and knowledge has now given us a light at the end of the tunnel, HIGHLY RECOMMEND GEOFF AND HIS TEAM FOR FINANCIAL ADVISE

 8 years ago (25-10-2017)

Our Superannuation appeared to be doing very little.
Financial Planning, not our strongest asset.
We searched around for someone who could assist us with both.
After several visits with Geoff Walley and his team, at YBR Baulkham Hills.
Our Superannuation plan is now structured to reach our retirement goals.
Our immediate, and long-term finances are now in a much healthier state, thanks to Team YBR's assistance in Financial Planning & Management.
Both my wife & I, can now see a future that looks a hell of a lot brighter.
Thanks, Geoff Walley and Team.

      
      
      
 8 years ago (07-11-2017)

Great experience with Geoff and his team! Really knows how to make the complexities of finance and superannuation simple and easy to understand and truly deliver on what they say they will!

 8 years ago (05-05-2017)

Yellow Brick Road Baulkham Hills has helped me out with financing needs in a very flexible and professional manner for nearly 7 years and I have never had to look elsewhere.

 8 years ago (03-05-2017)

Thank you to Geoff and the team for making our home refinance a breeze. Appreciated the frank and objective advise especially when it came to choosing the right product to meet our needs.

 8 years ago (02-04-2017)

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