Jason's profile

Jason's reviews

  5  
Jason has 86 reviewsacross 46 different locations, showing 12.
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Jason's qualities as told by our client reviews: trustworthy, reliable, empathetic, supportive, responsive, local expert, clear communication.
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New Purchase review
Professional
12 months ago
Professional

My loan requirements were very tricky and knowledge that only can be meet with years of experience. Can't rate highly enough. Extremely happy customer here!

Refinanced Loan review
Experienced, professional and supportive throughout the process
about 1 year ago
Experienced, professional and supportive throughout the process

We've been working with Jason on and off for a couple of years, looking for an opportunity to invest in property and begin a portfolio. Jason's calm, direct and considered approach has enabled us to navigate around the pitfalls and remain focused on the end goal. Jason was happy to go above and beyond to support and reassure when we needed it most. Jason, we can't thank you enough and look forward to working with you in the future.

Refinanced Loan review
 Exceptional Service Turned a Difficult Refinancing Process Into a Stress-Free Experience
about 1 year ago
Exceptional Service Turned a Difficult Refinancing Process Into a Stress-Free Experience

I cannot recommend Jason Sherman at Ideal Financial Group enough. During a challenging period of separation, Jason helped me refinance my mortgage and become the sole owner of my home—a process that had previously felt long and complicated with other brokers. Thanks to his expertise and dedication, what once seemed overwhelming became simple and stress-free. Jason went above and beyond to find me the best bank with a fantastic interest rate, favorable loan terms, and overall great value. His communication was exceptional—always clear, timely, and understanding. His customer service was truly outstanding, and I felt supported and respected throughout the entire process. I genuinely cannot fault Jason in any way. His professionalism, patience, and genuine care made all the difference during this difficult time. I am incredibly grateful for his help and highly recommend him to anyone seeking a knowledgeable and compassionate mortgage broker.

New Purchase review
Seamless. Confidence building.
about 1 year ago
Seamless. Confidence building.

Our experience with Jason as broker was excellent. Communication & requests for details from us was concise, friendly & not overwhelming. If we had questions about the process Jason simply answered them. When settlement happened I felt guilty that I did not play a bigger part BUT Jason & our conveyor simply handled everything.

New Purchase review
Amazing Service
over 1 year ago
Amazing Service

Jason was fantastic to deal with! He made getting our home loan approval an easy and stress free experience!

New Purchase review
Always secures the best finance!
over 1 year ago
Always secures the best finance!

This is my 3rd home loan Jason has secured for us, each loan unique and not your average loan, this particular loan was for a property with the unique aspect of being on a leasehold island. Jason is truely great at his profession and provides the best advice and loan deals based on your situation, he was able to secure us the finance we required at a great rate! Couldn’t recommend Jason more highly, no matter where you are looking at purchasing property in the country Jason will look after you. He will always be our broker of choice!

Refinanced Loan review
Outstanding!
over 1 year ago
Outstanding!

Jason assisted me through refinancing my home loan through a very difficult time for me personally which involved lots of delays and emotional setbacks on my end. He was always very patient, kind and gave great advice and support to me throughout. I would not hesitate to recommend Jason and his team as he got the job done and a great result for me with a much better deal than what I had before. Thanks so much Jason, for everything!!

New Purchase review
Fast, professional and efficient
over 1 year ago
Fast, professional and efficient

Jason had some fantastic advice and made the process fats, smooth and seamless. Was as stress free as getting a loan can be, thank you Jason and looking forward to working with you again in the future.

New Purchase review
Jason overcame our hurdles for us!
over 1 year ago
Jason overcame our hurdles for us!

Jason was a true professional with great communication. He did all the work so that we didn't have to and kept us well informed. Unfortunately we came across some road blocks due to our circumstances, however Jason was able to guide us through. The only area that I felt was lacking (and this may be due to my lack of understanding of how banks and mortgages work) was the feeling of assurance that we were getting the best interest rate possible. Jason provided us with multiple options based on our requirements, all with low advertised interest rates, but there was no "haggling" with the bank to say "these people have a great credit rating, surely you can do better". What was advertised was what was available, and that's just not what I expected. In the end however, we were happy with how our interest rate compared to what was available and appreciated all the work Jason did for us.

New Purchase review
Exceptional Service and Expert Guidance
almost 2 years ago
Exceptional Service and Expert Guidance

We recently had the pleasure of working with Jason from Ideal Financial Group, and I can’t recommend him highly enough! Thanks to his expertise and dedication, we were able to secure the financing for our beautiful new home. From the very start, Jason was incredibly knowledgeable and approachable. He took the time to thoroughly understand our financial situation and what we were looking for in a mortgage. His attention to detail and clear explanations made the entire process smooth and stress-free. He was always available to answer our questions and provide guidance, which gave us confidence every step of the way. What stood out the most was their commitment to finding the best possible terms for us. Jason went above and beyond, negotiating on our behalf and ensuring we got a deal that perfectly suited our needs. His professionalism and dedication were evident throughout, and it’s clear that he genuinely cares about his clients. Thanks to Jason, we’re now settling into our new home and couldn’t be happier. If you’re in need of a finance broker who is reliable, knowledgeable, and truly supportive, look no further. Jason will make your home financing journey a positive and rewarding experience!

Refinanced Loan review
Jason was very informative punctual and helpful.
almost 2 years ago
Jason was very informative punctual and helpful.

Jason was very professional at all times, a pleasure to deal with and provided me with the product knowledge I required to make a choice and get it done. Thank you Jason

New Purchase review
Fantastic service.
almost 2 years ago
Fantastic service.

Couldn’t have asked for better service. Jason made the whole process easy and was great to deal with. We were thankful that he always made himself available to answer our phone calls and emails.

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