After much uncertainty about refinancing at a later stage in life, my wife and I are delighted at how well the transition went, many thanks to Nathan and his team, holding our hand during the process, making it as painless as possible. Being very conservative and after nearly 30 years with the same Banking Institution, we are now excited about our new Bank and the features they provide. Excellent service, thanks Birdie
Nathan, Chloe and Carley were excellent throughout the process. They were always available, organised, and clear in their communication. We really appreciated being able to jump on a call whenever needed to talk things through. Their support was very helpful with a short turn around and meant everything ran smoothly.
My family have used Nathan and his team from Birdie Wealth to purchase property before and we wouldn't go anywhere else. They cater for all parts of a sale from refinancing, mortgages, conveyancing and property management. Nathan, Emma and Angela made our purchase and refinancing simple, easy and streamlined. Everything was explained, the team are up to date with the current market and were available to answer any questions and enquiries we had. Don't look anywhere else!
Nathan is well articulated with solid knowledge of the local market.
Nathan made our process simple and enjoyable. Good communication was very much appreciated while we made some Big life decisions with Nathan’s help
Overall "Exceptional" service from Nathan and Birdie Team. From Day one how they strucutred overall communication and kept me updated though each step of getting my loan approved was exceptional. Birdie is a one-stop shop, from initial dicussion to loan approval to conveyencing to property mangment, everything was well coordianted, professional and on-time. I, surrely, enjoyed working with Nathan and Birdie Team and would recommend all of their services which i had great experince with.
Wonderful working with Birdie. Nathan, Chloe and Lindsay are great team who provide excellent service, clear and prompt communication, and are excellent financial educators who think creatively to find solutions that meet you where you are at.
I have just refinanced my home loan with Nathan and his team at Birdie Wealth. From the initial meeting through to the final settlement, the whole experience has been great. Nathan, his parabroker Chloe and his admin assistant Lindsay kept us informed at every step of the process and promptly answered any other questions we thought of along the way. Nathan took us through the initial stages of assessing our finances and establishing our lending goals. Chloe presented us our lending options, advising us on which one was best suited to our situation, but by no means pressuring us into any one in particular. She was also able to secure a discount on the initial rate offered, without our asking. When Chloe was away, another Parabroker Carley seemlessly stepped in until she returned. Lindsay took us through every step of the forms/submissions through to settlement. Nathan, Chloe, Lindsay and Carley were all a pleasure to deal with, genuinely helpful and I would highly recommend them and Birdie Wealth to anyone looking for a mortgage broker.
We recently utilised Birdie’s support to upsize our family home. It was quite a complex exercise to sell shares from 4 different brokers, close down 3 existing loans and move away from an online lender. At times we were concerned about not meeting settlement due to the pace of our prior lender and so thankfully Birdie helped with some non-standard steps to achieve settlement. We genuinely couldn’t have done what we needed without the team’s help so I am very thankful!
Nathan laid out all our options and explained the process really well. He was able to pivot when things needed to change under small time constraints.
We have had the pleasure of working with Nathan and his wonderful team at Birdie for several years. We approached Nathan again as we needed Birdie's help to purchase our dream home. And purchase our dream home we did! We could not have done it without Nathan and his team's speed, knowledge, and professionalism. I recommend Birdie to all my family and friends.
