Testimonials
"We were referred to Wade by our accountant. Entering into a reverse mortgage is not something we anticipated at our age, however Wade provided a strategy for our family on how to combat the compounding interest of a loan, while achieving our goals and supporting our estate planning requirements.
We are very grateful and wholeheartedly recommend Wade to any families that parents require assistance to top up their age pension and creating greater financial freedom."
Harvey & Elaine - Geelong
"I have nothing but praise for you, Wade and your team. You made the frustrating experience of re-financing in the middle of Covid so much easier. As mature clients we did not think it was possible to be able to refinance due to our age, however the downsize strategy that you provided the lender made it possible.
Highlighting to the lender how we could repay the mortgage even during retirement. You went above and beyond to help with all aspects of the refinancing. Thank you Wade"
Sandy & Richard - Newtown
Over the past 8 years we have been with Wade, we have received extensive professional advice that has helped us plan and achieves multiple family goals. It's imperative for us to have trust in the person providing advice about our future; Wade has never let us down, always steering us in the right direction."
Brendan & Elaine, Point Cook
"I have known Wade and his business since 2018 and at that time one of our needs was to refinance our mortgage to a more competitive interest rate as we were with a 2nd tier lender paying higher interest rates & mortgage repayments, with Wade’s knowledge he found a better interest rate (not the best in market, yet!) he worked with us on providing a debt management plan and we immediately started to get on top of our mortgage and make extra repayments.
Moving forward 2 years and it was time to review our financial situation and our hard work of sticking to the debt plan has paid off with us refinancing with a mayor lender and lowest interest rate we have ever had.
Most importantly we found within the last 2 years Wade regularly touched based with us regarding our finance situation and supported us to stay on track as it will be to our long term benefit.
We highly recommend Wade for financial services as he is enthusiastic and knows the business."
Rosemary M & Craig D - Bannockburn
"Wade was instrumental in supporting my loan restructure recently. Wade left no stone unturned when seeking out valuable options for my loan. He regularly kept me updated on the planning, process, and progress.
Communication was exceptional and makes you feel like you are the only client he is working for.
He continues to check in often and this shows in his legitimate and genuine care for his clients. I highly recommend Wade and his team."
Chris K - Geelong West
"Wade and the team are incredibly professional and attentive in their service delivery and recently supported us to refinance our home loan and investment property and set up our long term financial goals. Wade and the team are always responsive to questions or requests for support, and it is fantastic to know that they are a local business. We couldn't recommend Wade highly enough."
Emily and Chris - Highton
"I have used Wade and his team for various finance work over the years, he always follows through, explores options and best outcomes for his clients.
My most recent experience was no different when he refinanced an investment property for us. I would recommend Newtown home loans for any new or refinancing work."
Shannon K - Ceres
"We approached Wade to help us future proof our financial needs. He went above & beyond to assist us through the stages of refinancing & achieve financial goals we are confident moving forward with.
Wade made the process easier to understand, filled with professionalism & upfront knowledge we feel beneficial for undertaking his services."
Will & Jess - Moriac
“If you're not making someone else's life better, then you're wasting your time. Your life will become better by making other lives better.” – Will Smith