My Personal Banker

 

Starting from $179 or $19 per month. 

There is no more important time than now to improve your Financial Literacy. 


My Personal Banker is designed to streamline and improve your personal financial knowledge via regular content accessed online at anytime. 

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Take Control of Your Finances.

Increase your knowledge to Control your Personal Finances.  

Experience the value of your own Personal Banker. 

Learn in your own time. 

Flexible Membership.

Upgrade, change or cancel your Membership anytime. 

FREE Access to Wealth Desk App.

Personal Access Memberships available. 

JOIN HERE

No Obligation.

There is absolutely NO Obligation to use our Finance Brokering or Advisor Services. 

If you have your own broker, bank manager or financial advisor, that is perfectly fine. 

Pricing Options

Choose from 4 membership packages.

STARTER

$19

PER MONTH

Or $179 annually
(Saving 20%)

Perfect if you are Starting out.

Weekly Course Content

First 4 weeks available initially. 

Able to Upgrade at anytime 

Able to Cancel at anytime 

FREE Access to Wealth Desk App. 

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THE NEXT STEP

$49

PER MONTH

Or $469 annually
(Saving 20%)

As per Starter, plus

Learn how a Personal Banker looks after you. 

Full Cash Management Plan.

Personal Weekly Correspondence.

 

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MY PERSONAL BANKER

$299

PER MONTH

THE ULTIMATE HELP

The Ultimate Help to Grow your Knowledge

As per the Starter and The Next Step membership, plus

Personal Monthly 1-Hour Face-to-Face  Meetings**

** Face-to-Face, Zoom / FaceTime, Skype or similar. 

JOIN NOW

ACCESS ALL AREAS

$990

PER MONTH

NO LIMITS

One-on-One

Includes all memberships. 

As Needed Email and Phone Communication. 

Min 3 Month Commitment.

Personal Monthly 2-Hour Face-to-Face Meeting. 

** Face-to-Face, Zoom / FaceTime, Skype or similar - split 1-hour each fortnight if preferred. 

JOIN HERE

What Does it Cost to Be in Control?  

Maybe that should read, what does it cost to NOT be in control! 

Not being in control can cost thousands if not hundreds of thousands over time. 

Build your knowledge from as little as $49 per month. 

New or Experienced. 

The value within this program is that its suits all levels of experience, from people just starting out to experienced investors. 

Choose the membership package that suits you currently and upgrade at anytime. 

Your membership helps you arrange finance to buy real estate with confidence, covering the following in detail:

  1. Clarifying Your Needs 
  2. Correct Banking Setup and Budgeting
  3. Search - Inspect - Assess 
  4. Gaining Market Knowledge 
  5. Understanding the Finance and Loan Process (personal, business, commercial) 
  6. Utilising the Selling Agents and Buyers’ Advocates
  7. Protecting YOU and Your Families Assets 
  8. The Next Property and onwards........ 
  9. Planning for Retirement

Let's Start Today

My Personal Banker is so important to help you guide your way through finance, investment, money management and wealth creation. Where else can you get all that for only $49 per month.

"Darren has been great. Not only does he help my clients obtain a great deal he has worked absolute miracles for me personally. At 60 and having my own business it was near impossible to obtain a mortgage. Darren got me over the line and the interest rate and fee are only marginally over the average rate. "

Karen
Melbourne

"Highly recommend Yellow Brick Road (Port Melbourne) as first home buyers we felt very overwhelmed by the process but Darren was great, explained everything to us, everything was processed quickly and he stayed in contact with my Husband and I regularly, I would happily use Darren again for any financial advice. He took away the stress of buying our first home and made it a fun and exciting transition."

Anni and Daniel
Mannering Park NSW

"Great service from Darren for a home loan. A tailored approach to suit my circumstances that was also very personable & efficient Also able to provide support with financial planning & super. Thanks Darren! "

Marie
Port Melbourne VIC

"Darren was very helpful throughout the process of my home buying. I am new to this market so was not having much idea however Darren assisted me from start till settlement in various process of home buying. Thanks Darren."

Thiru
Southbank VIC

"If you're looking for the best financial advice, personal or loan protection or a Mortgage Broker who cares. We would not hesitate to recommend YBR Port Melbourne. Thank you Darren. John and Tina. "

John and Tina
Williamstown VIC

Frequently Asked Questions

Each level of membership provides weekly content delivered to your inbox and available online each week. 

You will go through various topics to increase your financial knowledge followed by assessment questions. 

All memberships other than the Starter, include direct contact with Darren from weekly emails, face-to-face to Access All Areas. 

 

You can upgrade, downgrade or cancel your membership at anytime. No Questions. 

If cancelled, your most recent payment will cover the current month. Access will not be available from the end of that month. 

As information changes so regularly, new content is available each week. There is no end time. 

Membership includes 4-weeks of content initially. 

Credit and Financial advice provided by:

Home loans and other credit services are provided by Darren Williams CR475209 Credit Representatives of Yellow Brick Road Finance Pty Limited ACN 128 708 109, Australian Credit Licence 393195. Financial Advice, Insurance, Superannuation and other financial services are provided by Authorised Representatives of Yellow Brick Road Wealth Management Pty Limited ACN 128 650 037, AFSL 323825.

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