Savvy Lend - Mornington (VIC)

Andrew Djaja For over three years, Peter has been an incredible asset to my family and I. His expertise in financial planning, investment strategies, and tax planning has helped us achieve major milestones, from building a strong portfolio to saving for our childs education and planning for retirement. What sets Peter apart is his genuine care, clear communication, and proactive approach, ensuring we always feel confident and secure. I highly recommend Peter and his team, Linda and Donna, to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. They’ve truly been a game-changer for us.

Jodie Keating We cannot thank Renee from Step Ahead Finance enough for her incredible support and guidance throughout our recent home-buying journey. After being out of the housing market for nearly 8 years and more than 20 years since our last purchase, we honestly thought we were destined for another “no.” But from the very first conversation, Renee had the confidence we lacked — and it made all the difference. She clearly explained each step of the process, no question was ever too small, and she provided reassurance exactly when we needed it. Despite all our conversations being over Zoom or the phone, Renee made us feel as though she was right there beside us every step of the way. Her service went well beyond finance. She offered advice on conveyancing, insurance, utility connections, and everything in between. Renee made what felt like an overwhelming process smooth and achievable. We now feel confident and excited to be back in the property market, and our journey doesn’t stop here. We plan to work with Renee again to help our two sons become homeowners in the near future and to guide us through future investment opportunities. We’ve said it more than once — Renee isn’t just our broker; she’s become our new best friend. Highly recommend Renee and the team at Step Ahead Finance. You won’t find better.

YAGNESHA PATEL It was a very good experience. very helpful

Bertus Meyer I had an excellent time dealing with this crew. Nick helped me out tremendously, very knowledgeable and made my life very easy. Highly recommend.

paul caruana Highly recommend, has the knowledge, the experience and most importantly your best interest is the prime concern. Very rare in the industry.