Local expert advice

Katie, our advisor, was/still is extremely helpful in the process of us purchasing our first home. She put up with endless emails and was always there if we needed clarification.

Communication and advice is excellent.

Katie was fantastic. So professional and friendly and we really appreciate her. Thanks to Chantelle for co-ordinating all of the relevant bits to get the mortgage over the line.

Mark is a highly professional advisor who took the time to understand the complexity of my situation and tailored a plan that truly worked for me. He listened attentively, provided sincere and honest advice, and was always approachable. His depth of knowledge and genuine care made the process much easier. Mark is a great asset to have as an advisor, especially for those without a strong financial background in today’s challenging market.

Good advice. Good service. This is the second time we have used them and we will be back again

The advisor Owen Cullen and case manager Scott Hodder were very patience, helpful and professional. I enjoyed their service.

The advice was excellent. All the options were explained clearly to us.

From the first phonecall I knew I’d made the right decision. Riaan was so knowledgable and personable and communication backwards and forwards was excellent. He secured us a great deal and got us over the line with the lender. Richard who dealt with the aftercare and moving things along was equally as efficient. I can’t thank them enough and for their patience! Highly recommend.