Nathan was great securing our refinance. The process was simple and we were kept well informed of the process and updates. I was left feeling confident we were dealing with the right company when the team was introduced. Nathan isn't a one man band and has a team behind him ensuring the depth of care is offered. Very happy.
Nathan, Anji, Emma and the Birdie Wealth team are amazing! They do an incredible job researching, presenting and securing mortgage options. They really know their stuff and explain everything clearly and in a way everyone can understand. The team went above and beyond in our far from simple situation and worked tirelessly to give us and excellent outcome. We are beyond grateful to the entire team.
I recently had the team at Birdie Wealth assist with my home loan approval. Nathan, Skye and Angela were all fantastic communicators who worked fast to make sure my settlement went through on time and without a hitch. I would never consider a direct application to a bank again after using Birdie Wealth. Their knowledge and direct access to loan agents at several leading banks simplified the process so much. The service I received took all the stress away and saved me hours in phone calls and paperwork. I can't recommend them highly enough!
We found Nathan based on other recommendations and we are so happy we did. Nathan and the Birdie Wealth team assisted us with refinance of existing loans. Service was great from the first meeting and this has continued post-settlement. The plan suggested at the initial meeting with Nathan was innovative and certainly something we hadn't thought about, but it suited our needs perfectly. The service and communication from Skye and then Angela in finding us the best products and guiding us through the process was first class. We were kept informed at every step and help was always provided when the inevitable hiccups occurred along the way. Very happy with the outcome and we would recommend Nathan and Birdie Wealth without hesitation.
Birdie Wealth - Excellent Service and Great Results! Nathan and his team at Birdie Wealth provide world-class service with simplicity, engagement, and mindful intent. They approach every decision thoughtfully, always keeping our best interests in mind. Their promptness and communication are exceptional, which has allowed us to trust them to guide us through life-changing decisions. Birdie's service is clear and articulate, setting and meeting expectations with ease. Overall, they have made this experience easy for our family and we are grateful for their support.
Nathan and his team at Birdie Wealth provide world-class service with simplicity, engagement, and mindful intent. They approach every decision thoughtfully, always keeping our best interests in mind. Their promptness and communication are exceptional, which has allowed us to trust them to guide us through life-changing decisions. Birdie's service is clear and articulate, setting and meeting expectations with ease. Overall, they have made this experience easy for our family and we are grateful for their support.
Nathan and his team at Birdie provide world-class service with simplicity, engagement, and mindful intent. They approach every decision thoughtfully, always keeping our best interests in mind. Their promptness and communication are exceptional, which has allowed us to trust them to guide us through life-changing decisions. Birdie's service is clear and articulate, setting and meeting expectations with ease. Overall, they have made this experience easy for our family and we are grateful for their support.
Josh Rees was excellent at helping me with find the best mortgage deal given the rate increases and he made the entire process as simple as possible for me. Thank you for everything Josh! Looking forward to working with Josh, Nathan and John again in the future.
We would highly recommend the team at Birdie Wealth, they were friendly, knowledgeable and easy to deal with and made the whole process of getting finance to purchase our dream home very smooth and easy.
Nathan and the team were awesome, very professional and easy to deal with. Thank you Birdie Wealth for your support with re-mortgaging.
Birdie has made the transition of owning our family home such a smooth process. Nathan, Josh and John were very knowledgeable and made sure we understood every step of the process and were always there to answer any questions.
I dealt largely with Josh during the process of purchasing my 2nd investment property. He’s always on the ball with follow ups and everything is completed in a timely manner. I particularly valued the way he proposed potential structure to allow additional equity release, while balancing against my future cashflow needs. Definitely recommend Josh, Nathan and the team
