Dale Financial Planning - Bundoora (VIC)

Heshan Tillakaratne I only had one consultation with Bieu but he was able to understand my situation as a single first home buyer. He was professional, knowledgeable and patient. One quick call and he came and met me near to where I live which was a nice gesture. As a first time home buyer, Bieu was very patient in explaining all the details, schemes, etc. to help me understand my options. He is very responsive in replying all my calls and emails. His knowledge and professionalism helped to find a conveyancer who was also equally great in helping me navigating this home buying process. Im happy to say within a year of Bieus consultation I was able to buy a 3 bedroom property of my dreams.

Phoebe Mcintyre Paul is a pleasure to deal with. He is knowledgeable and great at keeping me updated. I really appreciate his experience and his ability to alert me to things I may not have otherwise been aware of in my policy.

Adrian East Have used services of the Loan Market team several times to help us along our journey. On each occasion we have been amazed ( I never use that word ) at the level of professionalism, tenacity, thoroughness and patience they have all displayed. Our last contact was Brendon and we couldnt speak more highly of him. The deal he obtained for us was exceptional and was able to offer additional assistance with finding a used vehicle amongst other things.Thank you all for helping us navigate through an overwhelming task and turning it into something straightforward, easy and pleasant.

Peter Aquino I had a long-standing business relationship with South Side Finance for over 26 years. In recent years, there were several concerns as loans would not settle on time, costing tens of thousands of dollars in penalty interest. I trusted the mortgage broker, David McKenzie, the director of South Side Finance, for the reasons he provided, but my life changed in December 2021. Beforehand, I contacted him regarding finance for a rural property I wanted to purchase. He assured me that finance would not be an issue. However, as we approached the settlement, only one finance option was provided through Oak Capital, stating that no one wanted to lend money on a rural property. Six months later, as I had another settlement approaching, we had 6 months to source a loan. I was once again assured that finance wouldnt be a problem. Yet, 18 days before settlement, I was once again provided finance with Oak Capital, with no other options given. Not only did they finance the one block of land, but they also insisted I refinance current loans on other properties I had with first-tier lenders. As a settlement approached, I expressed my concerns to the mortgage broker but was either not responded to or told to sign the loan; I realised there was no other option. My concerns were disregarded, and my broker, David McKenzie, emphasised signing the loan documents. As a mortgage broker, the borrowers best interest should be paramount. Also, ensure the mortgage broker is accredited through their aggregator to provide a loan through the lender. Still, in my case, this situation has adversely affected my business, my familys future, and everything I have worked for. South Side Finance, after 26 years, seems to have disappeared without a trace with no contact. It is disheartening to think that a better outcome was not achieved after such a long relationship. Peter Aquino Construct Homes Pty. Ltd

Golo Highly recommended for First Home loans! Ferdinand is different—professional, attentive, and always available to answer your questions. He takes the time to listen and goes above and beyond to make the process smooth. A trusted broker who can make things happen!