My husband and I have seen Josh for the last 1.5 years to help us secure this property as a SMSF, as well as organise refinance two other times on other properties. Every time Josh has made the process as smooth and uncomplicated as possible for us. He has been flexible in arranging meetings and works hard to ensure the best financial situation for us as a family. We can’t thank you enough for your time and service to us. It has helped us so much now and will well into the future.

Thanks Josh for all your help with our home loan. It was stress free working with you. You were always quick to respond and so good at explaining everything to us. We really appreciate all your help. Cheers, Em & Ben

Very happy with the service Josh provided. Prompt, efficient and great communication.

Josh has been a delight to work with. He has been a clear communicator, patient with us and explains things very clearly, accommodating to our busy schedule and transparent across the entire process. My husband and I both work full time with demanding jobs and barely find time to do any kind of life admin, we find it very daunting to even look at financial documents but not once has the experience been stressful if anything it’s been very easy. We are so thankful we were referred to Birdie Wealth, we feel safe knowing we are in good hands when it comes to such a big financial commitment. We had not been with a broker with our previous mortgage and realised how much we weren’t aware of after dealing with Josh. We also feel more comfortable knowing that Josh will be continually looking after us with updates on interests rates and always looking for the best options. We can’t recommend Josh enough.

We have been working with Josh for years across two refinances. Josh has been so dedicated and invested in our journey, his communication skills and expertise are both excellent. In between refinancing, I would contact Josh to get advice and seek help with future applications. Josh gave us the best advice which made sure we were attractive lenders and when the time came, we had multiple choices for who to borrow with. Some complicated features of our loan included casual work and dependents, though nothing proved too tricky for Josh to work out. With interest rates rising we were worried our mortgage repayments would double but they have been kept to a very manageable amount. Best of all, when our application was officially approved, Josh took a brief pause from leave to make the call to tell me himself. He was genuinely so happy for us, having been with us for years leading up to this. I would recommend Josh to anyone, he is kind, professional, great at communication and truly invested in helping his clients get the best outcome. Thank you Josh!

Josh and his team, including John provided an outstanding mortgage refinancing experience. Their service was professional, friendly and personal , making the entire process seamless. We heard about Birdie Wealth from our local community Facebook group, and we can see why. Looking forward to working with Josh and his team for the foreseeable years. We would highly recommend them!