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Mortgage brokers in Umina Beach, NSW, 2257

Sorted by most reviews for Mortgage brokers in Umina Beach over the past 12 months.
View Geoff Lai's profile
5.0

From 114 reviews overall

Geoff Lai

Geoff Lai

2026 Award Winner

Last 12 months in Umina Beach

1

Reviews in Umina Beach

1

New loans

0

Loans refinanced

excellent ..!

Great guy, great broker. Geoff was informative, knowledgeable and always available ! Thankyou Geoff for everything you did for us! Josh and Hayley

Hayley Miller 5 months ago

Accolades

State Top 5

ratemyagent award

New South Wales2026

National Top 20

ratemyagent award

Australia2026
Email
View Louisa Sanghera's profile
5.0

From 19 reviews overall

Louisa Sanghera

Louisa Sanghera

Last 12 months in Umina Beach

1

Reviews in Umina Beach

1

New loans

0

Loans refinanced

Outstanding and reliable

Our experiences with Louisa and Tracy at Zippy Financial have always been fantastic. They consistently go above and beyond to secure great rates and packages that are clearly in our best interests. They are incredibly helpful and approachable, taking the time to explain each step so we always feel informed and supported. Their communication is open and transparent, and they are proactive with regular updates so we never have to chase for information. What really stands out is their reliability and follow-through; if they say they will do something, they get it done and keep us posted along the way. We have complete confidence that Louisa and Tracy are always advocating for us, and we wouldn’t hesitate to recommend Zippy Financial to anyone looking for outstanding service and excellent loan solutions.

Jillian Damian 4 months ago

Video

Email
View Jonathan Harris' profile
5.0

From 129 reviews overall

Jonathan Harris

Jonathan Harris

2026 Award Winner

Last 12 months in Umina Beach

1

Reviews in Umina Beach

1

New loans

0

Loans refinanced

Efficient and helpful support

Jonathan and his team are super efficient and reliable - they provided us with great ongoing support through all stages in the process and were always available to answer our (many!) questions. They were able to secure our loan pre-approval, and later, unconditional approval within just a day or so after submitting everything which was a great outcome. We loved working with them and would recommend them strongly to anyone looking to take out a new mortgage!

about 1 month ago

Accolades

State Top 5

ratemyagent award

New South Wales2026

National Top 20

ratemyagent award

Australia2026
Email
View Mo Kazal's profile
5.0

From 197 reviews overall

Mo Kazal

Mo Kazal

2026 Award Winner

Last 12 months in Umina Beach

1

Reviews in Umina Beach

0

New loans

1

Loans refinanced

Truly a 5 star experience

We recently refinanced our mortgages with Mo Kazal from Infinity, and the experience was absolutely outstanding. From start to finish, the process was smooth, transparent, and stress-free. Mo took the time to explain each step clearly, answered all of our questions with patience, and found us a fantastic rate that fit our needs perfectly, helping us to pay off our mortgage in the shortest time possible. What really stood out was the level of professionalism and genuine care. Communication was excellent—we were kept updated at every step, and everything was handled quickly and efficiently. Refinancing can often feel overwhelming, but Mo made it simple and even enjoyable. We couldn’t be happier with the service and results, and we wouldn’t hesitate to recommend Mo and Infinity to anyone looking to refinance or secure a mortgage. Truly a 5-star experience!

James Hennessy 8 months ago

Accolades

National Top 20

ratemyagent award

Australia2026
Email
View Walt Loveridge's profile
5.0

From 10 reviews overall

Walt Loveridge

Walt Loveridge

Last 12 months in Umina Beach

1

Reviews in Umina Beach

1

New loans

0

Loans refinanced

Excellent Communicator

We recently worked with Walt Loveridge to purchase a villa and also refinance our existing loans, and the experience was exceptional from start to finish. Walt's knowledge of the market, lending policies, and negotiation strategies made the entire process smooth and stress‑free. Walt took the time to understand our financial goals, presented clear options, and communicated every step with transparency. The villa purchase went through without delays, and the refinancing process resulted in a significantly better rate and structure than I expected. What stood out most was Walt's responsiveness. Every question was answered promptly, and every concern was addressed with genuine care. We felt supported throughout both transactions. We highly recommend Walt Loveridge to anyone looking for a reliable, proactive, and highly skilled mortgage broker.

20 days ago
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