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!
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
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.
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.
James and his team provided an excellent deal and service
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.
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!
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
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
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.
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.
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
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