Towards the end of our working life, we realised we were not really prepared for retirement and all that meant. We were advised to seek professional help from a financial adviser and we were introduced to Martin Newnes. Martin assessed our situation and prepared a portfolio which gave us an assured retirement income and low risk security. We have always been confident with his strategies and the way he regularly explained his plans for us.  Martin’s expertise has taken away all our anxieties about future security and allowed us to live a well-balanced and productive lifestyle in confidence. While difficulties were faced through the financial crisis we have survived and survived well and continue to be confident in the way Martin handles our portfolio and trust his personal judgements that ensure this continues.

A & J, Wakerley, QLD

June 2021 – I wanted to take a moment to try and put into words, my amazing time and experience with Josie.

This was the first time I have applied for a loan, let alone a home loan, and I was more than green…literally no idea.

Previous to contacting Josie, I had been involved with another Broker, that was not overly communicative and unfortunately made some poor decisions.

From the first moment I called Josie, her patience and instant action made me feel more than confident she would do whatever she could for us.

I’m trying to stay away from cliches because Josie is so much more, but honestly she went above and beyond.

The path from that day onwards became more stressful due to finalising my father’s estate. Nevertheless, Josie was there by my side. Her calming nature and confidence in her knowledge always left me feeling focused and positive. Josie gave me the honesty of my situation, so I knew every step of the way where we are at and what was coming next.

I cried, I had lots of small to medium freak outs, and I feel like we kinda went through it all together. Best part was, we giggled and laughed too.

As a single mumma buying her first house at 42, it was not a quick process. Josie had my back for over 6 weeks, and we now have our forever house.

Thank you for having Josie in your team, she has helped us make our dreams come true.

I’d like to nominate her for every award that exists within your organisation.

Erin C, Wilston, QLD

I would like to say thank you for taking the best care of me, my loans and my accounts. You are not only one of the nicest ladies I have ever met, you are also the best out there at what you do. Thank you for managing my portfolio of investment properties, for always getting me the most competitive interest rates, and for managing all of my transfers and accounts so that any and all transitions happen as smooth as possible.

I appreciate the high level of professionalism you continue to provide. I have recommended you to many of my family and friends, and everyone who meets you is impressed with how easy you make the transition to better loans.

You are great at what you do, and always make sure your clients best interests are at the front of what you do. Thank you again for working so hard to make my life easier.

S. Blinkhoff, Keperra, QLD

I had never purchased or financed a new car before so the whole process was new to me, David was extremely knowledgeable in putting forward multiple options that were most suitable to my finances. He was also extremely diligent in follow up to make sure I had everything I needed or if had any questions. During the financing process of the car, David went over and above what was required to ensure I had the best deal and made it prevalent that he genuinely cares for his clients. I would recommend anyone to David for the transparent client focused service and he is also just a good down to earth bloke.

N. Mott, New Farm, QLD

Josie is a great communicator and answered any questions I had. She explained things thoroughly to me and no question was a “dumb” one. I will definitely utilise her skills again.

M. Flanagan, Brisbane, QLD

Tanya is an enthusiastic, passionate and kind person who made the process of buying a house understandable and clear. The fact that she is so passionate and organised in her profession assisted the process that for most people, is quite stressful. I will happily recommend Tanya to anyone that is planning on purchasing an investment.

C. Brunt, Paradise Point, QLD

Tanya is just a beautiful person who is extremely professional and genuinely wants what is best for her customers. When you deal with Tanya you feel like your dealing a friend.

She always finds an answer to our needs, no matter how challenging. Her product solutions always provide us with something that exceeds what we previously experienced. She knows her stuff.

Sharon, Maudsland, QLD