Formation Financial Services - Narre Warren (VIC)

Gowri Raja Victor was recommended to us by our good friend, and it is definitely the best referral we’ve had! Victor is very knowledgeable about the loan market, and was able to give us clear directions and guidance to pick the right home loan for my property divorce settlement. He was with us throughout the entire process, and was happy to answer any queries we had regardless of the time of the day. Victor is very professional, tremendously helpful and always approachable. We are so happy with his service and would highly recommend him to everybody. He makes the process really easy and is very precise in what he does. Highly recommended her for any of your loan need

Stewart Paul Ross is an amazing financial adviser. He knows all the tax and Centrelink rules, and he really cares about you as a person. And he doesnt take big risks with your investments. I trust him completely.

Ghazi Touseef I had absolutely great experience Working with “Win Financial” ,it was an absolute pleasure! ( Anmol and Hitesh ) are incredibly professional, friendly, and made the entire mortgage process feel smooth and stress-free. They truly go above and beyond for their clients — always available to answer questions, explain every detail clearly, and ensure the best possible outcome. I felt supported and confident every step of the way. Highly recommend “Win Financial “to anyone looking for a reliable ,trustworthy, professional and knowledgeable mortgage broker!

Jack Fantastic experience here! Glad to get my existing home loan refinancing and new purchase home loan together with $ 5,000 cash rebates from their Team! Their consultants help me to get the incredible offers which better than the Banks’ branch! Dean Gu is approachable, professional, and knowledgeable, very appreciative for his kind helps, highly recommended!

Kate Adler Was recommended Nick after previous poor experience with financial planners. Was very happy with the recommendations and service provided. Would highly recommend.