Finance & Loans in Western Australia

“TAG Group, with Glen as the financial cat burglar and Rebecca as the administrative ringmaster, orchestrated our mortgage refinancing like a hilarious caper. Glen’s financial finesse was like watching a master thief stealing a deal, and Rebecca’s administrative precision had us wondering if she moonlights as an air traffic controller. They delivered a deal that made us feel like we found a hidden treasure. If only they could teach our dog some financial tricks, they'd truly be the dream team of mortgages!”

“My wife and I are very happy to share our experience with Just Financial Pty Ltd located in Kardinya. This financial company was recommended by one of our neighbour who are also using Just Financial to secure their financial future. They recommended us to see Renee Diver and her team at Just Financial. Wow what a relief for us from our first appointment meeting Renee till current. She has made a financial plan for us moving forward and has communicated with us every step of the way and we are now on our way of being financially sound. Renee is a very experienced Financial Adviser with many years of experience in Financial Services and has a MFinPlan, FChFP qualification. My wife and I thoroughly recommend you contact Just Financial Pty Ltd and you will be more than happy with their service.”

“Margo and Katie were exceptional in helping purchase our first home. Earning a commission income, we were worried how that would effect our borrowing capacity with the banks. Margo went above and beyond in her advice, answering promptly when I threw a question her way. Margo and Katie worked hard with the banks to get the borrowing amount that we wanted. I'm hoping they will still both be practicing brokers down the line when we buy our next property!”

“Mike has been instrumental in assisting me with my finances. I have know Mike for many years and trust him implicitly to do the right thing by me. Thoroughly recommend Mike for superannuation requirements as well as any lending needs. Thanks Mike and Shelda”

“Dealt with Darryl and Direct Financial for years on mortgages for multiple properties, they offer an A class service every time, they have even just assisted me recently organising 2 mortgages whilst I was overseas all done with no issues. Would recommend 100%!!”

“HIGHLY RECOMMENDED - Dripal has done an amazing job helping us to refinance our mortgage. He provided efficient and ongoing support though the process, making it a smooth and pleasurable experience. Thank you Dripal.”

“Great experience from start to finish. Having Kate assist us with the purchase for our new home was such a great experience. I'd highly recommend Kate if you're looking for someone knowledgeable and professional.”

“I would like to thank Mr Shanavas Peter from Western Financial Services for his incredible and professional service provided to us. Throughout the process we were kept informed in a timely manner and he did it so quickly and made the whole process so smooth and easy. He is very friendly, calm, knowledgeable and cares his clients and understands how important trust and rapport is. I have recommended Mr Shanavas Peter to my family & friends and everyone have been grateful and obsoletely satisfied with his service. Wishing you all the very best !!”

“Jacques and his team at Luda Financial solutions genuinely go out of their way to find out what you want and need for your financial well-being. They then help you create realistic goals and recommend products with honesty and integrity. I would recommend their services to anyone planning for a financially secure future.”

“Received wonderful remote support to complete my TPD claim and be successfully approved. Christine professionally advocated for me to the end! Definitely recommend her for submitting a TPD application. Wish I had known about her 3 years ago when my battle started.”

“Alex and the team at Voyage were very helpful in getting us sorted with our home loan and the whole process required to get into our first home. Easy to talk to, very knowledgeable and always quick and eager to help in what was a tricky and extended process for our circumstances. Thank you for your help and support, you made it very easy for us!”

“Easy, thorough assistance with refinancing. Kate was easy to contact and was always available to answer our questions. We are happy with the options we were given and Kate thoroughly explored which lender would suit our requirements. This is the second time we have used Kate as our mortgage broker and would again in future. Would highly recommend Kate if you are looking for a mortgage broker service. Much easier than navigating the plethora of lenders, rates and options independently.”

“Helpful advise from the team(Alf). Great communication and assisted through settlement. Highly recommend Proteger Financial Solutions to family and friends.”

“Danielle has been great to work with during my recent finance application. Extremely professional, she kept me up to date throughout the process. Living interstate did not make any difference whatsoever and I would highly recommend her services to anyone looking for assistance with a home loan.”

“Mihir was so professional & knowledgeable. Everything was handled quickly, efficiently and his customer service is the best that we have come across. Thanks Mihir for your assistance when it was needed the most. I will definitely use his services again and I will continue to recommend him to others. All the best Mihir.”

“My husband and I used Lifegro this past spring when we purchased our first home. Nigel, and his team, created a plan that addressed all of our financial concerns and even helped us figure out other areas we were really weak in. We went in for income protection and life insurance, but came out with a better understanding of our finances as newlyweds. They were so kind to us the entire way through, and we both felt equally listened to during our meetings. I cannot stress enough how thorough, honest, and knowledgeable they were! Also, they were just really pleasant to work with. Our financial needs are pretty small at the moment, with just the two of us, but I can say that as they grow, I know we will choose to work with them again. Thank you again for all your help!”

“This is the second time using WA Financial Solutions and Brent Bartelds. Brent met with us, provided us with options and a clear plan moving forward with our loans. Through out the loan process Brent was very attentive, communicating with us regularly and ensured we were continuously updated. Even once the loan is established, Brent still continues with his lines of communication. The seamless approach Brent provides is second to none. Highly recommend his services as a broker. Thanks again Brent and WA Financial Solutions for all your efforts to date.”

“I dealt with Mathew Ross who was both honest and fair.”

“Great business and tax advice and not your average accountants. Would recommend anyone thinking of starting or expanding a business, or needing investment advice to have a chat to the team at Quarles.”

“Reserve Wealth Financial Service recently helped me in my tax lodgement. I am really grateful for this fantastic team and their service thank you very much.”

“I am a mother of two young children and wanted to set them up with an investment but felt confused with the options. I had completed some research online but I wanted to get some expert advice. I wanted to see an independent financial adviser and that’s why we chose Gerard Wilkie at Uprise Financial. He set up an investment for my kids that was simple to manage and allowed me to make additional contributions. I now feel less anxious about investing and have peace of mind that my children’s investment journey has begun (I wish I started this earlier).”

“So much happy with the services from Palladium Financial Group! I used to lodge tax returns on my own before opening my startup and felt the need for professional tax services. Palladium Financial group supported me with my business tax planning and I really felt the difference in tax preparation and realised that I had been doing taxes wrong. PFG helped me to get the maximum returns our of my tax lodgement.”

“I am a first homebuyer and Ross was stoic in his guidance of me through the loan process during a very tricky time to buy. I am extremely grateful for his expertise, attention to detail and regular communication. I highly recommend using him as your broker!”

“You'll often find tax accountants are in it for their own gain, Julian and Lauren aren't however - best service I've ever received. I can't speak highly enough of them.”

“Wahid is very knowledgeable on risk insurances and comes highly recommended”

“Mike is the best skilled loan expert you could deal with”

“Jacquie is an absolute legend with financial advice and mortgage broking! She clearly explains and guides you through the processes you're undertaking, and offers support and kindness while getting your finances organised! Would totally use your services again, thank you!”

“Lauren Creasey and everyone at Assured Financial Partners are wonderful and caring people. Hardworking and smart. They will protect you.”

“Exceptional advice, expertise and value for money. The owner is really helpful and explained complex stuff to me so I could actually fully understand my finances.”