A war broke out when our loan application was with the bank, and they were taking longer thank usual time Rosh handle the whole thing (not the war) nicely. A big thanks to him.
We have been with birdie for a number of years now and will keep returning in the future. Josh, John and Chloe are very professional and have great communication. They were very kind with our requests and made everything feel like “not a problem”. Thanks Josh, John and Chloe. See you next time!
I recently refinanced with the help of an outstanding broker, Josh, who exceeded all expectations. From the start, he was professional, approachable, and genuinely committed to making the process smooth and stress-free. Josh’s communication was excellent—he was always responsive, proactive, and explained every step clearly, ensuring I felt confident in my decisions. No question was ever too much trouble, and his transparency made a real difference. He took the time to understand my financial situation and tailored his recommendations to suit my needs, showing genuine care in achieving the best outcome for me. Thanks to Josh’s organisation and attention to detail, the entire refinancing process felt seamless and effortless. He handled everything efficiently and resolved any challenges quickly. I’m very grateful for his support and would highly recommend Josh to anyone considering refinancing.
Josh and the team were extremely helpful with our recent home purchase. We had a complicated application for various reasons and never felt like anything was too much trouble for them. They got us the result we needed and kept us up to date every step of the way. We will be using them again for refinancing down the track and would recommend them to friends and family.
I have had a dream of purchasing a property since I was 18. I have been working towards it and decided to take a step and go see a mortgage broker to see how much longer a time-frame it would have to be before I purchase. I had gone to Birdie Wealth as my parents bought their first home 3yrs ago from them and they were absolutely amazing. I was looked after by Josh and his team, John and Chloe. We were explained our options and provided amazing clarity and instruction on what our options were. Not only were they fast at responding to any correspondence but the weekend after our first initial meeting I found a place I fell in love with and placed an offer. He was fast to respond and urged me to go for it, gave advice when negotiating with the real estate agent and overall provided support and help to make everything less stressful. The entire process from first meeting to settlement date took 1 month and 1 day, an incredible turn around which only goes to show the commitment and professionalism the team at Birdie have. I will be coming back when I look towards obtaining an investment property and would not recommend any other broker as this is your one stop shop of professionalism, friendship, speed and initiative. My partner and I are so happy with the service we received and couldn't be more relieved we trusted Birdie Wealth and specifically Josh and his team with this big leap into adulthood. Thank you so much again, Lola
Josh was great to work with, super easy going and easy to work with. He and his team were very quick to get on top of all the required documents and speedy to get my partner and I sorted!
We have been working with Josh for 4 years now, he has been reliable, trustworthy and supportive through multiple property purchases and refinancing rounds. He has helped us problem solve tricky situations and been generous with providing multiple options and reviews when we had changes in circumstances or changes in approach. Josh has been kind, friendly and authentic with us we highly recommend him if you need brokerage services.
Josh really helped us throughout the process, was always flexible to our needs and availability, and always wanted the best option for us. This wasn't Josh' fault, but there were a couple issues with the right documentation for our bank (digitally vs paper)
Josh has been such a wonderful help in guiding us throughout our journey. He is VERY patient, knowledgable and helpful. He is very responsive and very clear with his ideas and vision. We have been so happy with his service and couldn't recommend him enough
I’ve had a really positive experience working with Josh. From the very beginning they were professional, responsive, and genuinely focused on helping me achieve the best possible outcome. They took the time to explain every step clearly, answered all my questions without hesitation, and made what can often be a stressful process feel smooth and manageable. Their knowledge gave me confidence that I was making the right decisions. I particularly appreciated their proactive communication and willingness to go the extra mile.
Highly recommend Josh Rees and the entire Birdie Wealth team. They were amazing in assisting us with the refinance of our mortgage. The process was smooth and they consistently went above and beyond to ensure we understood every step.
