Top 30 Best Finance & Loans in Australia

“We are clients of Condell Financial and extremely happy with the service and how our funds are being managed. Whenever we sit down with Condell we're struck by their expertise. Their knowledge of the market combined with their honest and straightforward communication always leads to good advice and good financial decisions. Your money is safe here!”

“We highly recommend the professional services of Vineet Singh. Vineet was introduced to us through a mutual contact and now manages multiple portfolios within our family. Vineet has a great breadth of knowledge, a friendly manner and a good way of explaining really complex strategies in a simplified way that are much easier to understand. Vineet is a fantastic Financial Advisor.”

“Great advice, great service. Easy to deal with, highly recommend Andrew to anyone seeking Insurance solutions & advice.”

“Justin was awesome, being the first time buying a property I was really stressed not knowing what to do , however Justin was always on the ball with this to ease my concerns and always provided me a map to show me what stage we are at and what we have to do next. Home loans can very scary however with Justin helps it was so much better than I thought it was would give 10/10”

“Clyde Gonsalves has been a great help to us during the time of purchasing the property in Brisbane. He has been supportive, knowledgeable and generally informative when it came down to making financial decisions. I highly recommend Clyde and his team at Better Financial Tomorrow.”

“Paul and Lleyton have done a fantastic job with our tax since taking over a year ago. They’re patient, attentive to our needs, always happy to explain things over the phone and genuinely have our best interests at heart. I’ve also referred colleagues in the construction industry to the firm and they’ve been very happy with the teams professionalism, expertise and service. Well done Eagle Financial!”

“Before we started working with Fox & Hare we had great intentions when it came to managing our finances but not enough know-how or confidence. Now we have personalised financial goals, solid investment strategy and clear pathways for managing spending and building wealth. Trish and the team have already helped us achieve some huge financial goals and navigate some big life changes, and we feel so much more confident and in control of our future as a result!”

“We have been dealing with TLK for several years for our self managed super, accounting and lending needs: They are extremely professional and customer centric! Always helpful and extended their help to achieve my financial goals. In recent days, TLK home lending manger Danny arranged our home loan and provided a fantastic service! We highly recommend TLK for business and wish them all the very best!”

“Emil and Tim were amazing in supporting us in purchasing our property and helping us navigate the planning and application of our loan. No question is too small for Emil and he really educates you throughout the process and found us the deal that was right for us. Will definitely use him again for our lending needs!”

“I found Lara and the team great as they helped me with refinancing and securing another loan. Always easy to contact, never any issues with communicating. Highly recommend Headstart Financial Services.”

“Katrina was amazing. We previously organised our own mortgage directly with the banks — but found using Freshwater so much easier and friendlier. Very highly recommend!”

“I have been a customer of Eagle Financial for 3-4 years now and I have never experienced better efficiency or service in the industry. I couldn't recommend anyone higher.”

“When it comes to accountants, there are many qualities which you look for such as being trustworthy, realistic, professional and honest. Hany and the team tick all the boxes. A friend of mine saved $23 000 because of their honesty, legislative knowledge and professional advice. Despite this, they still remain fairly priced-I have no complaints and will continue with Cross Tax for many years to come.”

“Eng from TMS Accountants is very knowledgeable and very passionate about her job. She has helped me to get my taxes and finances in order. Highly recommended for anyone wanting to seek a true professional to take care of all their taxes and assist with reaching their financial goals.”

“John’s been amazing providing us financial advice. He’s very thorough and explained everything in great details. The process couldn’t be any more seamless. Highly recommend John to anyone who require assistance in financial advice.”

“Darko is a superb professional who took away the burden of financial consideration so that we can focus on finding a family home. Reliable, prompt and relentless in assessing various options to deliver the best outcome for the client. Looking forward to leaning on your expertise in the future. Thank you for the great service!”

“Mr. Nayan Patel has been very helpful and cooperative. He has in-depth accounting knowledge, and I highly recommend him to anyone seeking accounting services.”

“Our previous financial planner sold his business to Required Financial Services six years ago. It is the best thing he could have done for us! Anthony and team function with excellence in integrity and professionalism. They keep up to date with the ever changing rules and recommend the optimum plan. Gives us great peace knowing our retirement savings are being managed and safe guarded by a trustworthy and efficient team.”

“I've been dealing with Chris and his team for over 20 years now. I appreciate his advice and assistance. While I'm not a multi millionaire yet, I'm well on the way. Thanks again Jensen Financial. Steve”

“Paul and the whole team are always responsive and brings a wealth of knowledge to the table. They've taken care of us throughout the whole home loan process many times, each time championing for what's best for us. With Paul, you're looked after like family. Will recommend anytime for anyone seeking sound advice for home loan and planning.”

“Lane Financial were invaluable in helping me buy my first home. I was very fortunate to have been recommended Lane Financial by my solicitor after it appeared that the house I had placed an offer on would fall through due to the bank valuation not meeting the vendor price and my previous mortgage broker recommended pulling out of the purchase. Daniel was phenomenal at organising further evaluations and talking through my options with me. He was very responsive to questions and kept me updated throughout the whole process. Ultimately I was able to purchase the property thanks to Lane Financial's assistance”

“Paul was fantastic at assisting me with re-financing my home loan. He found me the best possible deal and made the process so efficient, he was very professional and guided me every step of the way. I couldn’t be any happier with the service I received. Highly recommend his work!”

“Jayden is easy to talk to and responds to our questions with clear answers. We have found Jayden’s advice has been really helpful to us. We are very happy with his ongoing services.”

“Worked closely with Kyle to manage my finances to plan for a family and securing a home. Very professional and approachable. Kyle devised a plan which was realistic and practical. Extremely happy with the service. Highly recommend.”

“We had two key requirements for appointing a financial adviser: 1) someone who resonated with us on a personal level, and 2) someone willing to work with our tight timeline. I had an initial phone conversation with Jen who asked pertinent questions to understand who we are and what our goals were. She explained how Kearney Group were best set up to help, and concluded our conversation by organising an introductory chat with the team we’d work with. Immediately after the phone call, we knew their commitment, philosophy and professionalism was exactly what we were seeking. The person to lead us on our journey was Kevin. He was always accomodating of our circumstances by tailoring in-person and remote meetings to work around work and family commitments. Kevin took the time to understand our goals and always remained patient with our many questions—something we really valued when navigating the complex world of tax and finances. By working with us, Kevin was able to provide us a clear view of our current finances plus a view of our future position (showing several scenarios based on data modelling wizardry). From this we were able to tailor a plan that balanced our lifestyle and future aspirations. This journey has given us clarity about our future and we now feel more empowered and confident about our finances. We would certainly recommend the team at Kearney Group!”

“We highly recommend Sam Jewell and the team at Rising Tide. Sam has been fantastic to deal with, understanding of our needs, setting up and executing a plan to help us achieve both our short and long term financial objectives. Sam is easy to work with, highly efficient and very knowledgeable. Working with Sam will be one of the best financial decisions you will make.”

“We have been clients for many years and have had courteous valuable advice for all that time, Our initial involvement involved establishment of financial plans for an elderly relative requiring care and estate planning. We then engaged to establish a financial plan for ourselves and are now able to enjoy our retirement by implementing those plans. We have encouraged others to also engage with Freedom Financial Planning and each of them has achieved similar effective results George and Carol Sutherland”

“Joel, Naz and the team at Harpel Financial Group are very professional and thorough in getting to understand their clients needs to seek out the best plans required to meet your financial goals. Joel has looked after my fathers financial planning for many years now which has given me the upmost confidence to allow Joel and his team to handle my future retirement needs.”

“Chris has been a great help in arranging my income protection insurance. Was able to leverage off his high level of knowledge of the insurance industry to tailor a policy best suited to my needs. And plus he is extremely personable to deal with and flexible with appointments too.”

“The team at Select Advice Financial Planning have been invaluable in my journey to have a secure financial future. My parents are long time clients of Tony & Eric's so when I wanted to ensure that I could have in place the right Superannuation, Insurance as well as short and long term financial goals I had no hesitation in placing my trust in their company. They have an amazing team that are always happy to assist with any questions and have taken a lot of care and time to ensure that my dream retirement scenario is on track. I get regular reviews of my portfolio with the team which is invaluable to me.”