Josh, John and Nathan are a great team and very hands on with the entire process, provided updates and suggestions that gave us the best rate, also provided time to explain the process and answer any questions I had. Great knowledge. Will definitely work with them again in the future, would recommend Birdie to anyone.
I have worked with Nathan and the Birdie team multiple times now and they have always been super helpful, professional, and get you the best deal possible. If I could give more than 5 stars I happily would.
Birdie Wealth was such a pleasure to deal with! From the beginning meeting the two Nathans, to Josh, who was amazing, dealing with our many many questions, each step of the process was seamless. The entire team were nothing short of fantastic and professional. It was also a huge benefit to have Birdie Conveyancing available.
There were a few hiccups with the bank we went through but Chloe from birdie tried to make the overall experience as smooth as possible.
Nathan helped me with my first property and his service in terms of communication complexity simply and then with frequent updates on progress for transparency I always knew what was next and where we were up to. So looking at the second property, I reached out to Nathan again and this time his team member Josh and John helped me with the same level of service throughout the whole process and everything went smoothly. As always their market knowledge and making the complex simple, always makes it a pleasure to trust the team especially making choices at this monerary scale. Highly recommend and I always recommend Nathan and team who are going through this process
Nathan, Rebecca and Joylene worked with me for over 12 months to get a complex loan. Together, they have changed the outcome for my family and I, saving us significant amounts each week. I can't thank them enough. It was a very difficult file, they had to think outside of the box and did not stop until they achieved a result.
Josh Rees was excellent. I was trying to purchase a rural property and when he got stuck or didn’t know the answers he sure did make an effort to find out and give me answer. He always gave updates and feed back as soon as he knew. It was a pleasure to work the josh and the company he works under.
Nathan and Birdie are a great company to deal with. Very personalized service, easy to talk to and have been looking after our Mortgage and now investment needs for a number of years. We are very happy with their service.
Nathan and the whole team were excellent from start to finish keeping us updated throughout our refinancing process. Our initial loan was through Birdie and we had no hesitation in contacting Nathan to refinance as nothing is ever too hard and the options always had our best interests in mind. Our expectations were exceeded yet again. Would highly recommend getting in touch with Nathan and the team, it was outstanding service and you could tell the passion he has for his work to get the best for us which was thoroughly appreciated.
The team have helped with our lending needs 4 or 5 times. A great experience from Skye, Nathan, Angela and the team.
Never thought to place in a box how I imagined the process to set up, connecting the dots and certainly not walking on casually through the journey to invest my super into an investment property. We as a family have trusted in Nathan Smith and Birdie Wealth business for a good part of 10 years. When I finally convinced my wife to let me handle this, then began the journey of uncovering the enormity of the process. Nathan and his team all worked well to accommodate the start to finish product for our journey. The Finacial set up, the visualization and what costs involved, and how to see what the final end product will and could look like was always evident. The staff have been amazing, going above and beyond the standard client service. We are now the proud owners of our first investment property and would recommend to our family and friends to take up Birdie Wealth's awesome service. Whether it be refinancing, restructuring or simply a good ear for ideas on any type of loan, Nathan and the team at Birdie Wealth have it covered Kind Regards
Josh and John were great to deal with. We refinanced our home loan with a different lender to achieve a better rate. They explained everything in detail and made sure we understood exactly how everything was working. The new lender didn’t make it the smoothest of transfers but Josh and John were persistent and gave us confidence we were making the right move. We now are on a better rate and are saving quite a few $$ annually just by simply organizing a rate review. Appreciate the effort gents.
