Testimonials

  • Terry Kennedy says:

    I cannot speak highly enough of James. I contacted him with no notice regarding finance to buy a home and he just seemed to drop everything to get it done. He was patient, helpful, understanding, supportive and knowledgeable every step of the way and always on the front foot. He was absolutely thorough to the extent he even followed up while he was away on holidays skiing for a week. I was as nervous as can be right throughout the process thinking we would not get the finance and we would miss out on the house we were after and that I might stuff everything up but James was across every detail and always 1 step ahead. He was a pleasure to deal with from start to finish and we would not have got the deal done without him. He’s a professional and a totally decent person. I could not recommend anyone more highly.

  • Liz Campbell says:

    James’ work is outstanding. He recently helped me to secure a mortgage to buy my first home, and I am so happy with the outcome. His knowledge and expertise gave me great confidence in choosing the mortgage that was right for me. James’ diligence and advocacy enabled me to be approved for a mortgage very quickly. He ensured the whole process ran smoothly by liaising with all involved, and by promptly answering my questions. I will confidently recommend James and Wealth Mortgage Broking to friends and family.

  • Christian Renford says:

    10 Stars ! Can’t praise James enough for all he has done for us. Incredible knowledge and professionalism in all our dealings with him, keeping us informed throughout throughout every step of the process. We greatly appreciate him going over and above in helping us numerous times.
    Simply put, THANK YOU !

  • Margaret Ballam says:

    Well James, you are a miracle worker! our story can only say you are have patience and persistent to obtain our loan. First of all you organised a loan for us and at the last minute that company couldn’t build our house (this was in 2016- 2017) . So we moved on to another project builder and you secured another loan for our house and at the last minute they pulled out on us (2017- 2018)! So third time lucky we found a private builder and yes this time we finally we have started our build (Nov 2018). You are an amazing Broker, you did everything for us and we only had to sign the documents. So happy with everything you have done for us and please to have you looking after our mortgage. Thank you form the bottom of our hearts! you helped us bring our dreams to reality as we will be living in an amazing forever home at our peaceful place tucked away in the bush.

  • Barbara and Bob Dennison says:

    We cannot speak highly enough about James.We are elderly & stupidly got ourselves into a difficult and costly situation .
    James kindly offered his help and persevered until we achieved a wonderful conclusion.
    He was extremely generous with his time and advice ,always calm & persistent but non judgemental !!
    There is no way we could have achieved this result without him and have no hesitation whatsoever in recommending his services .

  • James Robertson says:

    James from start to finish was incredible. My personal situation was a complex one, with my primary residence being based in Canada and dealing with an off the plan development where we had all the major banks clamping down on lending restrictions. I initially thought I was out of luck getting the home loan, James persevered and ended up finding a solution. He was patient, explained things in a concise and succinct way, and found us the best deal possible. All up I was dealing with James for close to 4 months, exploring options, structuring the Loan in a way that would be accepted by major lenders, processing our Loan application to finally getting it across the line at settlement. His support is excellent and is always available to answer the very basic to more convolvuted questions I had. He was instrumental in getting us into the Sydney Property Market. Thanks again James, the mortgage broking industry is lucky to have you and I look forward to referring you to all my colleagues, friends and family!

  • Jess and Luke says:

    Dear James,

    Thank you so much for coming up with a solution to our financial needs. You have helped us to invest in our future. We have now purchased a truck, stump grinder and chipper. Thanks again for being amazing.

    Jess and Luke

  • Leah King says:

    Thank you James for your knowledge & expert advice and making the re financing of my home loan run so smoothly and stress free. Your visits to my work in my lunch break allowed me to do this without having to take time off work.
    Your services will be highly recommended to family & friends.

  • colin clyde ensor says:

    After being knocked back by the bank for an investment loan on two occasions to purchase my parents home , I realised experienced and well informed guidance was required to overcome the many technicalities encountered in my situation. Including my age 63, property involving unfinished renovations and length of working life remaining. James was highly recommended by a professional colleague and he patiently and confidently worked through the implications with me to secure exactly what I needed to make the purchase. James was continually in contact to keep me informed of my loan progress and was always available to answer questions on information relating to demands and expectations made by the lender. I am very grateful for the efforts and final outcome made possible by James.

  • john thomson says:

    James and his team provided an excellent deal and service

  • Ralf Pantenburg says:

    Sincerely and with great pleasure I wish to record that I received excellent service and advice from James, well above what one would expect from a Broker. James went out of his way to facilitate the mortgage; without prompting he followed up and made things so much easier for yours truly.
    He deserves a BIG THANKS and I certainly will recommend him to friends and family in need for such service.

  • Tim and Alyssa Bowden says:

    We purchased our first home together this year and the process was so much easier than we could have hoped for. We’d like to thank James from Wealth Mortgage Broking for his incredible commitment, professionalism and patience to ensure we achieved the best possible financial result, as well as ensuring we understood each step of the process along the way. Thank you for helping us to achieve this dream James, we can’t recommend your service more highly!

  • John and Liz De Laurence says:

    Understanding the client’s need and then identifying the most appropriate way of satisfying that need, is obviously an important element in any business. Being willing to go the extra yards that it might take to help the client step through the maze of sometimes incomprehensible lender language (and logic), marks an exceptional business. James, you exceeded our expectations and we very much appreciate your efforts and support

  • Hugh and Patricia De Pomeroy says:

    Thank you for your dedicated effort to help achieve this solution for us in the timeframes that allowed us to have a memorable family holiday and now a relaxed Christmas and positive start to the year ahead

  • Peter Dorian says:

    I have re-financed before and have always found the experience to be onerous and somewhat annoying, until now. Your advice as to the most appropriate home loan for my circumstances and your knowledge of the overall process was unsurpassed. You really took the time to work me through an often confusing process filled with never ending queries from the bank. To be quite honest without your involvement, I would have thrown up my hands in frustration and not bothered to proceed. That would have cost me thousands of dollars.

    Your willingness to come to our home to finalise all the documents was a nice thing for you to do and a surprisingly un-stressful experience.

    Thanks for all your efforts, they won‘t soon be forgotten, I’ve already told my friends that they should go to you for any re-financing advice they may require.

  • Nigel Baker says:

    James, thank you very much for making our mortgage refinancing so simple and smooth. More importantly, thank you for the personal touch you added to the process.

    Your knowledge of the market, the products on offer and the way you present them without bias builds trust. Thank you for finding the right product for us.

  • Jonathan and Candice Bent says:

    As first time buyers seeking an investment property whilst market conditions were suitable we were seeking advice, good communication and prompt action to guide us through the process and instil confidence that our requirements had been understood, relevant options presented and the most appropriate solution recommended. We were clear on this as we had already made use of an alternative broker who was competent but not focussed on the outcome. With James’ help we received swift, professional and considered advice that was matched by a willingness to work closely with us to deliver the mortgage finance as quickly as possible. We were impressed by his responsiveness to late night clarification requests and his ability to communicate our circumstances effectively to the bank so as to provide a personal link to the application process that helped secure a good outcome in a streamlined fashion. For these reasons we would definitely use James and Wealth Mortgage Broking again and would recommend them unreservedly to others seeking a good customer experience

Leave a Testimonial

This field is for validation purposes and should be left unchanged.