Jason Smith

Jason Smith

Director / Mortgage Broker
  •   5   (83 reviews)

About Jason

Jason Smith is the Director of Navigate Finance and Wealth. Jason has over 30 years experience in the finance & banking industry after starting at the CBA in Roma in 1988. He’s spent his entire career providing financial services for Regional Queensland families and businesses. Jason commenced on the front counter in a Customer Service role and worked his way up through the ranks to be a Manager in Business Banking before leaving to complete his Bachelor of Commerce degree at James Cook University in 2003. In 2006 he started working at NAB as a Business Development Manager in the Broker Division, which over the years has seen him managing a panel of some 250 brokers from Gladstone through to Darwin. In April 2018, Jason left NAB to start his own mortgage broking & finance business with the focus of helping clients achieve their dreams using the knowledge and experience gained over the years of dealing with Small & Medium business. Part of Jason's approach is to spend time with you explaining the different finance options and potential outcomes depending on the strategy you select.

Jason's reviews

  5  
Jason has 83 reviewsacross 50 different locations, showing 6.
Jason's qualities as told by our client reviews: well-prepared, friendly, stress-free process, responsive, supportive, local expert, clear communication.
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New Purchase review
Finance guru
3 months ago
Finance guru

I saved Jason’s contact information in my phone as ‘mortgage guru’ after our first conversation and I was right! Jason not only knows his stuff but he explains it in a way that someone without a finance brain can understand! He was very patient, approachable, professional and informative throughout the process. And most importantly, he helped me secure a loan for the mortgage. I highly recommend Jason if you’re in the property market or looking to refinance!

New Purchase review
The best advice and support
4 months ago
The best advice and support

Jason used his expert knowledge to assist us in refinancing and purchasing a new property. Communicated with us every step of the way, Explained things clearly so that we knew exactly how the whole process worked. He made sure he found us the best loan for our needs.Can’t thank him enough for his help in getting into a new home.

New Purchase review
Highly Recommend!
8 months ago
Highly Recommend!

Riley and I had such a great experience working with Jason. He was genuinely interested in helping us find the best mortgage option any explained everything clearly. He answered all of our questions and made the process so much less stressful - especially as first home buyers! Highly recommend his services.

New Purchase review
Absolutely outstanding service - highly recommend!
10 months ago
Absolutely outstanding service - highly recommend!

I cannot recommend Jason enough. From start to finish, he made the entire mortgage process incredibly easy and stress-free. What I was expecting would be a complicated and overwhelming experience turned out to be smooth and straight forward - all thanks to Jason's expertise. Jason took care of absolutely everything, explained every step clearly, and was always available to answer my questions. His professionalism, attention to detail, and genuine care made all the difference. I truly felt that Jason had my best interests at heart the whole way through the process. If you're looking for someone to take the hassle out of securing a mortgage, Jason is the person that you want on your side. Exceptional service - I can't thank Jason enough!

New Purchase review
Makes the process easy
about 1 year ago
Makes the process easy

We find Jason to be so knowledgeable and helpful. He helps us with literally anything financial! Always great with communication, making things easy to understand and as smooth a process as possible!

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