In May 2023 the Reserve Bank of Australia (RBA) announced a further hike to the cash rate from 3.60% to 3.85%. This was the 11th increase to the cash rate in approximately 12 months and a total of 3.75 percentage points up from a record-low of 0.1% back in May...
I purchased my very first childcare centre at 28 years of age, and it simply would not have been possible without Daniel Green's assistance to secure the finance I needed. I had what I thought was a good plan and over 11 years' experience working in childcare centres, (having worked my way up from educator to centre director for two successful centres), yet several banks would not even consider my application. People often ask me how I did it and I can honestly say it wouldn't have been possible without Daniel's guidance, and more than that, his absolute belief in me. Over a period of 12 months, he helped me to refine my goals, cement my business plan and ultimately improve my purchasing position. His reputation within the finance industry is well known but I think his first-hand business knowledge within the childcare industry, having co-owned several centres himself, sets him apart from other finance brokers and makes him an incredible business ally when dealing with banks. Additionally, the team of people around him are equally as impressive and Andrew from Green Wealth and Insurance was able to sort out all my personal insurance needs. This team are my go-to when it comes to anything finance related and I know they'll be by my side when I'm ready to expand into my 2nd childcare centre. Thank you so much.
Daniel’s true talent lies in his ability to make a complex process run smoothly. He is always thinking ahead, never complacent, and is continuously looking for something that little bit better.
Recently he assisted me to refinance my business lending with a new financier and better conditions, and most importantly, allowing scope for future developments.
I have trust in his ability, and his commitment to my business and me. It isn’t a transactional relationship, it’s more of a partnership, and that’s how successful business should be done.
I contacted Daniel to help me to obtain finance for a multi million dollar commercial property acquisition.
I found Daniel and his team to be very professional, helpful and I felt that my business was important to them and not just a number as is often the case when dealing with larger financial institutions.
I felt that that Daniel and his team provided an easy and convenient conduit to connect me with the most appropriate and competitive finance options that met my needs.
Thanks Daniel and your team.
Daniel Green did a terrific job for me when purchasing a motel everything went along very smoothly with ease and could not achieved it without him made things very easy for me due to his extreme experience in this field I could not recommend him high enough and would definitely use him again.
From our very first meeting Daniel instilled a confidence in his ability to present a range of solutions. He’s straightforward and this means he quite simply does what he says he’ll do. He has a knack of making a stressful process into something quite streamlined. Even with the growth of his business, his service commitment to me hasn’t altered in over 10 years. When I’m working with him, I genuinely feel like a priority, and I know that’s the way he treats all his clients.
Daniel and his team were a great help in getting the funding we needed to expand our business. I highly recommend them and will be using them again.
Mark really understand(s) the market place and most importantly the banking/loan parameters in this changing environment.
I would highly recommend.
James is very thorough, dligent and professional. Always acted in our best interest and was very effecient. Can not recommend James highly enough.
James Blackshaw was amazing!! He spent quality time with me to assess my needs and customised some fantastic re-financing options. James' service was impecable, his honesty and integrity put me at ease and his attention to detail resulted in a fast approval time from my new lender. I will highly recommend James to any one of my family, friends and colleagues.
The self managed portal was an excellent tool allowing me to organise the details of my finanes and requirements succinctly. I found this experience very easy and surprisingly not stressful for what is usually a diffiult process.
Incredibly organised and thorough. The information and detail into his works has been second to none. I wish we met him earlier.
James Blackshaw obtained us a lot better deal on our home loans.
Dimitri is awesome to work with. Very smart, helpful and efficient. He makes things very easy. Very grateful for your help.
I have used a few banks over the years. Dimitri's skill-set in banking and with lending requirements is first-rate. I quickly realised what an experienced and powerful asset he is when you you are trying to navigate the banking universe with more complicated financial structures. Dimitri assisted us with our initial refinance, then to buy in to our law firm. A few years on, Dimitri recently helped us with finance for the renovation of our family home. This was complicated process due to the type of construction contract and involved a complete change of Bank. Dimitri's understanding of our finances as business owners and his ability to negotiate with banks on my behalf saved time, money and stress. His service is invaluable.
Dimitri was an accomplished banker who has transitioned into a successful broker. I am very happy to recommend him.
I highly recommend Dimitrios Grespos if you are looking for an independent broker. Dimitrios was thorough, explained everything and was extremely patient with us when sourcing a home loan provider. Dimitrios informed us of the process, provided us with choice, made a recommendation (which we accepted), making the whole process incredibly simple and straightforward. Would definitely utilise his expertise again.
Very professional dealings with Dimitri Grespos …. sound advice, prompt service and process!
My son Benjamin wanted to purchase his own vehicle. New to the employment market, but with a record of earnings, Dimitrios Grespos took him through the process, presented some options available to him and helped him through the application process. The next generation need people like Dimitrios to help guide them through the process of looking for the right loan and helping through the application process. As parents, we appreciated the way the process was handled. Great service!!
Dimitri Grespos is fantastic. He is extremely responsive, provides excellent quality advice and has been a trusted advisor throughout all of our dealings. We couldn't be happier with the service we have been provided by Dimitri and have recommended him to all family and friends.
We were seeking some options on re-evaluating our financial position and looking for ideas to consolidate and streamline our life a bit.
Dimitri Grespos was extremely helpful in identifying our needs/wants/aspirations and was able to provide some excellent brokering advice.
Dimitri's process was simple, whilst also being very comprehensive and provided results via multiple media forms (visual/charts, table, words) to ensure we understood the recommendations and outcomes.
Dimitri was always available to answer our 1,000 and 1 questions with solid advice and approached all meetings (face to face and video conference) with a relaxed and friendly approach.
We would highly recommend Dimitri for any future finance brokering requirements.
Phenomenal service. Hamish George provided professional advice and took all the stress out of assessing and applying for our first home loan. He transformed the process into an educational and enjoyable personal experience whilst achieving the outcome we were hoping for promptly. Thanks again!
Last year we re-financed our mortgage on a residential loan and were recommended to sort the services of Hamish George from Green Finance and are glad we did. His professionalism, product knowledge and outstanding customer service allowed for an excellent customer journey, seamless process and positive outcome. We have and will continue to recommend Hamish to our family, friends and clients.
Excellent Bloke, Excellent Service.
Hamish made the whole process of purchasing a property extremely easy and stress free, which is all you can ask for from someone in what can be a stressful process. I couldn't recommend him to more people.
My husband and I were recommended Hamish of Green Finance Group through a colleague. In all honesty I never thought I'd say the words "enjoyment" and "finances" in the same sentence but here we are, Hamish was amazing! He was supportive to us every step of the way, ensuring that any and all details were clearly explained. He was calm, conscientious and incredibly diligent in the process of assisting us with arranging our finances to extend our property portfolio. Thanks so much Hamish!!!!
Hamish George has been excellent to deal with. Always contactable and has worked tirelessly over a long period of time, through many ups and downs to make sure we got a great final outcome. Very knowledgeable and reliable. Highly recommend. Thanks mate.
I highly recommend Hamish George. He was outstandingly professional and personable. He went beyond and above what I would normally expect from a morgage broker. I would not hesitate to recommend his services and will always use him in the future.
Terri always looks after her clients, as a professional she absolutely knows her stuff & you can always count on her to get the deal across the line! The customer service experience Terri creates for her clients, & her personal friendly approach to lending, far supersedes having to deal with the banks & all their pesky time consuming requests - she does all the leg work so that you don't have to, taking the hassle off your hands & making the process so much easier. This is the second time I have engaged Terri to take care of the finances, and both times she's achieved the goal and put a big smile on my face. I will continue to trust her with my finance needs into the future and absolutely can & do recommend her.
Terri was fantastic at organising our finance quickly and easily. Made it such an easy process to secure a home loan.
Terri has been an absolute pleasure to deal with and has gone above and beyond for myself and my wife with our first home loan application process. She definately made it timeless and quick for the approval. There is no doubt we would recommend Terri and the Green Finance Group to anyone out there looking to buy a house.
James Kelder came highly recommended and after dealing with him I know why. This was my first commercial deal and James made the process so easy for me. He took time to explain things in detail and the ramifications of each option. The initial deal went through smoothly largely due to James.
He has since followed up and helped refinance taking into account all the factors not necessarily just the cheapest rate.
James Kelder helped me out and was able to secure a sizeable credit packages to help with the acquisition of multiple commercial properties. James always shown innovation in his recommendations as he looked for the best result on my behalf. Importantly, James always answered promptly to my discussions. In every way, he goes above and above. He has a sterling moral compass and genuinely cares about seeing you succeed.
James is fantastic and passionate about what he does. It is impossible to suggest enough.
James Kelder was recommended to us by a real estate agent about 4 years ago to refinance a commercial property which was done very quickly with good outcome for ourselves.
Since then he has organsied vehicle leases / shop fit outs and property purchases for us.
His professional approach to all finance matters have taken a lot of the work load away.
He is easy to talk to and he is interested in your business and how it works which enables him to come up with the right formula for your business finance.
It is nice to do business with a person that has the right attitude and can be reached all the time.
Will do more with James over the coming years.
James knows his numbers, knows how the banks' credit teams operate and can certainly help seek you the best source of funds at competitive rates.
I have referred several people to James Kelder and Green Finance Group in the Childcare field for financing and have always found the communications and services he provides in relation to each enquiry is exemplary. He provides regular updates and the parties referred to him also speak very highly of his professionalism and the lengths he goes to to help. James is extremely knowledgable and I highly recommend him.
James Kelder is an exceptional broker. He is great to deal with - a "can-do" approach that makes the complex simple and possible. Professional, knowledgable and responsive - all the essential elements for a trusted advisor. James drew on his experience and current market knowledge to develop strong solutions and options that were best for our business. The advice aligned with our specific business goals. The process was so easy. James is supported by a great team at Green Finance, who ensure all the details are covered. Highly recommend and will definitely be using again for future transactions.
After approaching 5 different lenders and getting nowhere I was reluctant to try again but James was amazing! He found a way to make things work for us and help us move forward. Couldn't recommend his services more. If you have a complicated situation or just something easy hes your guy! 10 stars wouldnt be enough! Thank you!
James Kelder assisted me and successfully negotiated a substantial finance package to assist in the purchase of a commercial property located in New South Wales. I consistently found James to be innovative in his proposals as he sought out the best possible outcome on my behalf. Importantly, James always responded promptly to my communications as the deal progressed through to settlement during a difficult period in dealing with a major bank where the approval and paperwork was being dealt with as the bank executive worked from his home.
I would certainly recommend James as at all times, he dealt with me in a very professional manner.
Green Finance Team assisted my loan application for the Motor Vehicle purchase. From start to settlement, communication was excellent. Thanks for making the entire process easy.
Good knowledge of the intricacies of the loan application process and very helpful with assistance throughout. Happy to recommend Daniel, Aaron & the team at Green Finance Group.
I would like to tell you too that from now onwards you will be looking after all my financial needs as the experience I had dealing with you was awesome. We get one family doctor one accountant and you are our one broker to go with.
I would like to thank you for helping me with the finances I required.
Cheers mate and keep up the good work.
Thank you Derek.
I am very pleased with the smooth processing of our finance requirement and appreciate all your cooperation.
Really happy with the service provided.
Looking forward to discuss next business opportunity in few years time!!
Sonya Powe found the product that suited our requirements and got things moving.
Sonya was most helpful and kept us updated every step of the way and got things done whenever we asked.
Paul is an absolute legend. Makes the process easy and stress free. Kept me updated every step of the way and makes himself always accesible. I have since recommended Paul to friends, who have also given a glowing report.
I would not even think about dealing with anyone else! He's the best!
I'd highly recommend Paul Steele and in fact since working with Paul on our mortgage we've literally recommended him to all of our siblings, in-laws, you name it! Paul handles each unique set of circumstances with great communication and down to earth explanations and advice. Thank you Paul.
Rod was so helpful, encouraging and efficient when he helped us secure and establish a home loan. His communication was timely, relevant and informative. He worked WITH us as well as FOR us. I would recommend Rod to anyone looking for a financial broker and will definitely use his skills again if we require one.
Rod and the team have been fantastic in making this stressful process as smooth as it could be. Thanks team.
Rod, Megan and the team once again make everything so easy! We are repeat customers (five times now!) and wouldn't go anywhere else. The best in the business and always able to solve our complex, tricky, curve balls that we throw at them! Highly recommend!
Absolutely amazing client service and communication. Really appreciate all the effort and constant professionalism. Always available and always willing to help. Thank you so much for all your constant hard work!!!
a year ago
Absolutely fantastic experience with this company. If you want to get it done, see them!
I was refinancing my home and initially got a few new loan offers on my own but decided to engage Green Finance Group to see if they could find a better loan offer. Not only did they find a better loan facility than my existing one they managed to beat the loan offers I obtained on my own. It was a pleasure working with Darren Welsh.
Darren Welsh is a revelation in the finance world, one of a kind maverick who managed to make the complex, simple with sensational results for his clients. Go with Darren, he'll sort you out.
Maree is an absolute pleasure to work with and has come through for us on each of the three occasions that we've needed her services. Well done Maree!
Maree has been absolutely fabulous helping me through the mortgage process.
We have used Maree twice now when securing a home loan and she is fantastic. Incredibly efficient, helpful and constantly on the ball. Highly recommend!
Maree from the Green Finance Group has been simply phenomenal to deal with. Calm, knowledgeable and always with great advice, I've been very impressed with the help and service I've received. Even the tools and portals they use are easy and user friendly - a very client focused group! Highly recommended.
Daniel is always at the other end of the phone. If he’s unavailable, always calls straight back. It’s great to be able to talk to someone so knowledgeable and down to earth with great advice at hand. Definitely recommend.
Daniel was extremely helpful in acquiring finance for us in this difficult field (hotelier). We would reuse and recommend his services.
Daniel and his team were a great help in getting the funding we needed to expand our business. I highly recommend them and will be using them again.
Daniel of Daniel Green Finance did a terrific job for me when purchasing a motel everything went along very smoothly with ease and could not achieved it without him made things very easy for me due to his extreme experience in this field I could not recommend him high enough and would definitely use him again.
Daniel Green and his team work tirelessly to get deals done. Very happy with the service and also the results that are achieved.
Dealt with Green Finance many times with my job selling Motels & Caravan Parks & cannot fault the incredible service these guys supply to our industry.
Daniel Green and his team know their stuff when it comes to finding the best deal and I know I can trust their recommendations without hesitation.
Daniel at Green Finance Group was highly recommended by our agent at Resort Brokers. I’m actually an ex-banker, so whilst I was very familiar with the process, I’d never used a broker before, and I thought we’d at least see whether they could live up to their reputation as management rights finance specialists. The whole experience was first-rate. Daniel and his team were efficient and professional, had excellent knowledge of the market and the management rights industry in general, and we secured a great interest rate. We couldn’t be happier.
Daniel and the team have been managing my lending for many years now and their dealings have always been very professional.
Daniel Green and his team know their stuff when it comes to finding the best deal and I know I can trust their recommendations without hesitation.
Daniel at Green Finance Group was highly recommended by our agent at Resort Brokers. I’m actually an ex-banker so whilst I was very familiar with the process I’d never used a broker before and I thought we’d at least see whether they could live up to their reputation as management rights finance specialists. The whole experience was first-rate. Daniel and his team were efficient, professional, had excellent knowledge of the market and the management rights industry in general and we secured a great interest rate. We couldn’t be happier.
Daniel and the team have been managing my lending for many years now and their dealings have always been very professional.
Daniel Green and his team know their stuff when it comes to finding the best deal and I know I can trust their recommendations without hesitation.
Green Finance were absolutely awesome and I can't rate them highly enough. They assisted in every way possible, were completely reliable and everything was always completed in a timely manner. I would recommend Daniel Green as a very professional broker. The process was simple and seamless plus he achieved an outstanding result which was ultimately a life changer for me.
Daniel Green and his team know their stuff when it comes to finding the best deal and I know I can trust their recommendations without hesitation
Fantastic to deal with - Sarah really knows her stuff.
My business interests are as diverse as they are evolving and I needed a finance professional who could handle the whole lot. Green Finance Group have assisted us to secure commercial finance for everything from heavy machinery (excavators, rollers, tractors and trucks) to motels to land sub-divisions and accommodation development projects. Daniel Green and his team know their stuff when it comes to finding the best deal and I know I can trust their recommendations without hesitation
Green Finance were absolutely awesome and I can't rate them highly enough. They assisted in every way possible, were completely reliable and everything was always completed in a timely manner. I would recommend Daniel Green as a very professional broker. The process was simple and seamless plus he achieved an outstanding result which was ultimately a life changer for me.
Good knowledge of the intricacies of the loan application process and very helpful with assistance throughout. Happy to recommend Daniel, Aaron & the team at Green Finance Group.
As in inexperienced commercial investor I very grateful to James for guiding me through the process of our loan. He came highly recommended and he lived up to that recommendation - responsive & knowledgeable. I'd recommend James and the whole Green Finance team.
Thank you Green Finance . This is the second time Daniel Green and his experienced finance team have successfully helped me out with my business finance . They are very professional promt and kept me up to date every step of the way. I would strongly recommend Green Finance Group to anyone in need of any financial services.
Good knowledge of the intricacies of the loan application process and very helpful with assistance throughout. Happy to recommend Daniel, Aaron & the team at Green Finance Group.
Would like to say a huge thankyou to Paul Steele and his team for all he has achieved for our business over the last 12 months. We have been in business for the last 20 odd years with numerous exposure to the difficult processes around business and personal lending . Paul was able to source significant savings and provide innovative solutions under what were often very challenging circumstances. His attention to detail and extensive knowledge of the products available made the huge task of completely restructuring our financial position into a manageable process despite what seemed like never ending obstacles put up by our previous lenders. Despite the complexity of personal and business lending being interwined by our previous lender Paul was able to provide solutions to each and every issue that we faced. At no time did we ever feel that anything was too much to ask and his attitude and committment towards improving his customers situations should be commended. Simon and I will be shouting your name in praise for a long time to come.
James knows his numbers, knows how the banks credit teams operate and can certainly help seek you the best source of funds at competitive rates.
Easily the best experience I've ever had with a finance business! We have used Green Finance three times now for different forms of financing and they're exceptional.
I am very pleased with the smooth processing of our finance requirement and appreciate all your co-operation. Really happy with the service provided. Looking forward to discuss next business opportunity in few years time!
Thank you Green Finance . This is the second time Daniel Green and his experienced finance team have successfully helped me out with my business finance. They are very professional promt and kept me up to date every step of the way. I would strongly recommend Green Finance Group to anyone in need of any financial services.
This was the first time we have used a broker and Daniel Green made the entire process easy and stressless. They do all the ground work with the bank and are extremely efficient with helping you obtain all the necessary information and documents required by the bank. I would highly recommend Green Finance and wouldn't hesitate to use them again
I've had multiple engagement with the Green Finance Group and each of them has been excellent. I have no trouble recommending them to anyone looking for finance and will be using them again myself for future transactions.
This was the first time we have used a broker and Daniel Green made the entire process easy and stressless. They do all the ground work with the bank and are extremely efficient with helping you obtain all the necessary information and documents required by the bank. I would highly recommend Green Finance and wouldn't hesitate to use them again
James was prompt, professional and effective. I have not used brokers typically but was pleasantly surprised and have now referred others to James based on the quality of his work.
Thank you Green Finance . This is the second time Daniel Green and his experienced finance team have successfully helped me out with my business finance . They are very professional promt and kept me up to date every step of the way. I would strongly recommend Green Finance Group to anyone in need of any financial services.
This was the first time we have used a broker and Daniel Green made the entire process easy and stressless. They do all the ground work with the bank and are extremely efficient with helping you obtain all the necessary information and documents required by the bank. I would highly recommend Green Finance and wouldn't hesitate to use them again.
It was a genuine pleasure doing business with Green Finance Group, and I'm thrilled with the level of service competence and friendliness displayed by the entire crew.
James was exceptional in many ways, and I think he went above and beyond to be of assistance! A+, and many thanks for the superb work!
This was the first time we have used a broker and Daniel Green made the entire process easy and stressless. They do all the ground work with the bank and are extremely efficient with helping you obtain all the necessary information and documents required by the bank. I would highly recommend Green Finance and wouldn't hesitate to use them again.
In one word – brilliant! Upon purchasing our first IGA supermarket in Heathcote, Sydney I was introduced to Daniel by Peter Hanbury from Aussie Supermarket Brokers to assist with securing finance. I was impressed by his level of service from the word go. He just knows what he’s talking about and I knew he was on my team which meant I could trust him to do the job and get us a good deal. I didn’t have to worry about anything – the process was smooth, the communication was regular and I always knew where we were at. He’s since helped to finance a fruit orchard for a friend of mine and I’d happily recommend his and his team’s services.
Daniel Green's team assisted me in getting a commercial loan where the banks failed. Would highly recommend.
James Kelder helped me out and was able to secure a sizeable credit package to help with the acquisition of multiple commercial properties. James always shown innovation in his recommendations as he looked for the best result on my behalf. Importantly, James always answered promptly to my discussions. In every way, he goes above and above. He has a sterling moral compass and genuinely cares about seeing you succeed. James is fantastic and passionate about what he does. It is impossible to suggest enough.
I contacted Daniel to help me to obtain finance for a multi million dollar commercial property acquisition. I found Daniel and his team to be very professional, helpful and I felt that my business was important to them and not just a number as is often the case when dealing with larger financial institutions. I felt that Daniel and his team provided an easy and convenient conduit to connect me with the most appropriate and competitive finance options that met my needs. Thanks, Daniel and your team.
I've been using James Kelder for some time now and wanted to share my experience with those considering his services. He's extremely knowledgable and the level of service he provides is second to none. He's always available to take my call and his process really sets him a part from others in the industry.Thanks again James.
James Kelder came highly recommended and after dealing with him I know why. This was my first commercial deal and James made the process so easy for me. He took time to explain things in detail and the ramifications of each option. The initial deal went through smoothly largely due to James.
As a self-employed business owner and experienced property investor and developer I need a finance professional on my side who understands the nature of my business and corresponding market trends, someone who can negotiate on my behalf with total confidence and someone I wouldn’t hesitate to recommend to my own clients. Daniel Green at Green Finance Group is all that and more and he is my first point of call when it comes to home, investment and business lending.
I've been using James Kelder for some time now and wanted to share my experience with those considering his services. He's extremely knowledgable and the level of service he provides is second to none. He's always available to take my call and his process really sets him a part from others in the industry.Thanks again James.
The only broker I use and also recommend to my clients. Understands far more than most work a very high commercial acumen and goes out of his way to get the best service that is the best fit for the client! Cannot recommend more highly.
I needed a review of all my commercial loans and someone who could find the best loan options & rates and I recommend James Kelder who not only found exactly what I was looking for, but handled all the correspondence and communication with the bank making the process extremely easy. Also following up to see if there was anything else that I need.
The only broker I use and also recommend to my clients. Understands far more than most work a very high commercial acumen and goes out of his way to get the best service that is the best fit for the client! Cannot recommend more highly.
I know I’m going to sound like the Green Finance Group cheer squad but when it comes to finance, I don’t believe there is another finance broker that compares. On a number of occasions Daniel has gone out of his way to assist my clients, even when there was no financial motivation to do so. He is incredibly generous with his time, which is rare to find in someone with such a high level of financial expertise, knowledge and industry standing. His ability to assess a loan application or business case and tell you how or why it will or won’t meet the bank’s approval process is almost an art form. I know it doesn’t matter if I’m his 1000th email for the day, I’ll always get a personalised response. Daniel does old-fashioned, great quality service with modern day freshness and you won’t get a better finance broker on your side.
Daniel’s true talent lies in his ability to make a complex process run smoothly. He is always thinking ahead, never complacent, and is continuously looking for something that little bit better. Recently he assisted me to refinance my business lending with a new financier and better conditions, and most importantly, allowing scope for future developments. I have trust in his ability, and his commitment to my business and me. It isn’t a transactional relationship, it’s more of a partnership, and that’s how successful business should be done.
From our very first meeting Daniel instilled a confidence in his ailibity to present a range of solutions. He’s straightforward and this means he quite simply does what he says he’ll do. He has a knack of making a stressful process into something quite streamlined. Even with thegrowth of his business, his service commitment to me hasn’t altered in over 10 years. When I’m working with him I genuinely feel like a priority and I know that’s the way he treats all his clients.
I have referred several people to James Kelder and Green Finance Group in the Childcare field for financing and have always found the communications and services he provides in relation to each enquiry is exemplary. He provides regular updates and the parties referred to him also speak very highly of his professionalism and the lengths he goes to to help. James is extremely knowledgable and I highly recommend him.
The only broker I use and also recommend to my clients. Understands far more than most work a very high commercial acumen and goes out of his way to get the best service that is the best fit for the client! Cannot recommend more highly.
This was the first time we have used a broker and Daniel Green made the entire process easy and stressless. They do all the ground work with the bank and are extremely efficient with helping you obtain all the necessary information and documents required by the bank. I would highly recommend Green Finance and wouldn't hesitate to use them again.
Fantastic service from start to finish. Daniel and Mark really understand the marketplace and most importantly the banking/loan parameters in this changing environment. I would highly recommend.
Absolutely amazing client service and communication. Really appreciate all the effort and constant professionalism. Always available and always willing to help. Thank you so much for all your constant hard work!
James Kelder helped me out and was able to secure a sizeable credit package to help with the acquisition of multiple commercial properties. James always shown innovation in his recommendations as he looked for the best result on my behalf. Importantly, James always answered promptly to my discussions. In every way, he goes above and above. He has a sterling moral compass and genuinely cares about seeing you succeed. James is fantastic and passionate about what he does. It is impossible to suggest enough.
I had a very short turnaround settlement required, and this team came to my aid. Well done and I’m very grateful. Highly recommended.
We have had Green Finance (James Kelder) organise 2 business property loans for us and the process was managed professionally both times. We had a few challenges along the way and James handled them promptly and proficiently. Would recommended James to my family and friends.
We have found Green Finance Group to have an in-depth understanding of our hotel businesses. This has allowed us to gain finance to recently purchase another hotel at extremely competitive rates and covenants as well as improve our overall lending position. I would thoroughly recommend Green Finance Group to any hotel owner looking to either make new acquisitions or improve their existing lending position
Greenbank RSL is a multi-award winning club with an outstanding reputation at both industry and local community levels. This year will see us embark on an extensive multi-million dollar refurbishment which will further cement our position as one of Queensland’s most popular entertainment and dining precincts. Securing finance for this important venture was a challenging prospect but one that Daniel Green handled with complete professionalism. I was impressed by his knowledge of the broader finance market and his ability to define a complete finance strategy that will meet the club’s needs well into the future. Daniel also assisted to secure finance approval for our poker machine upgrades at an excellent rate. Daniel’s extensive background in commercial finance, particularly the hospitality sector, is obvious. He provided excellent communication during the application and tender process and I was always well-informed of our progress. Thank you.
I met Daniel through a few people in the industry, well respected I might add. They talked very highly of him and of GFG. They were right. I had specific needs and wants including owning the pub without outside investors. I loved that there is no bulls%@t with Daniel, if he thinks that he can do it then he will, if he can’t then he will tell you and offer you another solution.
I’ve been an owner and manager of hotels for the past 20 years, but this was my very first independent hotel purchase without any partners and as such required significant balancing of securities against required funds. I really needed someone who could present a strong case on my behalf to the lender. Green Finance Group did just that, and I secured finance with what I would say was an absolute minimum of fuss.
Hamish George looked after my car financing and was incredibly easy to work with. He answered all my questions, gave great advice and never made me feel silly for asking basic questions. He organised an incredibly competitive finance deal that fitted my needs perfect. I'll be using Hamish again!
I recently used the financial services provided by the green finance group to purchase my new car. Paul was great to do business with and made the process simple and efficient. Very satisfied, and I will happily seek assistance from Paul again for future endeavours. A big thanks to the Green Finance Team!
I can not thank James from Green Finance Group enough for arranging two truck loans for me through the NAB. The process was simple and quick. I would highly recommend them to anyone.
Sarah and the Team at Green Finance were so supportive and informative every step of the way. They helped find the best fit for our situation with an excellent follow through after settlement. Would highly recommend the Green Team to anyone looking for Finance.
I recently utilised Daniel Green’s services to secure finance for two pub projects on the Sunshine Coast, a leasehold joint venture and a fit-out including gaming machines, for a new hotel. Daniel is a true finance professional who is easy to work with and I do believe he delivers the best possible result in the market. He handled all negotiations with the bank and I always felt well informed during the application process with regular communication and updates. Having him on our side freed me up to focus my energies on getting on with business.
These guys took a complex arrangement and turned it into a cost effective and simple solution.
The team at GFG are fantastic they keep me up to date on any new and better deals on the market and nothing is ever a problem. They have renegotiated my loan as I have just come out of a fixed rate and was completed and adjusted on my account in under 24hrs. If anyone is after a fantastic, reliable and a team that looks after you for the long haul I 100% recommend the GFG Group.
Green Finance handled our refinancing and got us a great rate, first class communication would happily recommend.
I had a very good experience with Terri. She was very helpful with the whole process of refinancing my house loan. I wouldn't hesitate to recommend her to friends and family members.
As first home buyers, navigating the current market conditions has been really stressful. My partner and I have only just started working with Hamish George, but already his knowledge, attention to detail, and receptiveness to our needs has been a real calming influence. I felt nervous about the compensation structure of mortgage brokers in Australia, but Hamish clearly outlined his fiduciary duty to us, and has given us behind-the-scenes insights that have helped us build trust and a good working relationship. The online platform used by GFG is also clean, easy to use, has 2FA, and secure document transfer. It has made the whole experience feel extra polished. Overall, I'm really happy that we found Hamish.
Brad Donnelly was an absolute pleasure to deal with. Extremely high standard of customer service and nothing was too much trouble. Always prompt when replying to any queries we had. Thoroughly recommended.
Thanks to Paul and his team for the professional and friendly way they worked with us through our home financing. Paul and his team were patient when we needed time and always available and helpful to us to assist and understand the entire process. We would highly recommend Paul and the Green Finance Group.
Aleks Topalovic was so incredibly helpful with setting me up with my home loan. She was super quick to process everything and always available to help when I needed it. I felt very well looked after with her service.
We have used Aleks Topalovic for brokering 2 of our investment properties recently. The customer service she provided was exceptional and she kept us well informed throughout the entire process. She always responded to our emails/calls very quickly and ensured we met all deadlines. We found her to be extremely knowledgeable and professional and will definitely be using her services for our next investment. We would have no hesitation recommending her services to all investors or home buyers.
Aleks has provided us with an amazing service. We have recently gotten two mortgages through Aleks, one for refinancing and another one for buying our family home. She has gotten us a better deal than anywhere else we had looked and made the process so easy and hassle free. She was in regular communication with us throughout and was honest and transparent about our options, especially considering my husband is self-employed and that always adds complexity to an already complicated process of loan application. I am so grateful we met Aleks and I have been recommending her to all of my friends. I can't imagine going anywhere else now. The knowledge, her time and the wealth of information she is willing to share is unmatched. Could not recommend Aleks Topalovic more !!!
Daniel at Green Finance Group was highly recommended by our agent at Resort Brokers. I’m actually an ex-banker so whilst I was very familiar with the process I’d never used a broker before and I thought we’d at least see whether they could live up to their reputation as management rights finance specialists. The whole experience was first-rate. Daniel and his team were efficient, professional, had excellent knowledge of the market and the management rights industry in general and we secured a great interest rate. We couldn’t be happier.
Green Finance has been nothing short of amazing when helping us through the process of applying for a home loan. They have been there to update us every step of the way, explain anything we don't understand and took the time to get us the best deal/rate for our situation. We cannot thank them enough and will be recommending them to everyone we know needing a broker.
Dimitri Grespos helped secure a refinancing with Maquarie Bank that enabled us to carry out extensive renovations on our ageing Queenslander - the process was seamless and his customer service was second to none - I have since recommended him to another couple of friends and will certainly utilise his services if we ever need to do something similar again.
In the past I’d always gone direct to the bank for my home loan needs but this time I was referred to Green Finance Group and I can sum up their service in just one word, outstanding! They made the whole process so much easier and genuinely cared about us and the end result. Construction has now started on our new home and we couldn’t be happier.
I highly recommend Paul Steele from Green Finance Group. I was exploring a few investment opportunities last year and i have also spoke to a few brokers as well. Paul definitely is impressive and has the most comprehensive and up-to-date knowledge of lenders regarding their policy and provides the best financing options and deals whereas it is not possible with others brokers.
Dimitri Grespos gave us excellent advice during our journey to refinance a loan. Dimitri made the entire process easy and smooth. He supported us every step of the way and his communication was outstanding with regard to ensuring our needs were met. Dimitri was flexible with regard to appointments to speak with us, utilizing several methods of communication platforms, that allowed us to schedule time easily and conveniently. The quality of Dimitri’s advice to us at key junctures was excellent and gave us the ability to make decisions with clarity and assurance.
One of the best and knowledgeable in the field. Hamish has been great in all our dealings and was able to provide an excellent service during a extremely challenging situation. His advice, guidance and skills are very impressive and a very sincere professional. I would 100 % recommend Hamish and his services.
Aleks Topalovic did an amazing job as our broker. We had some challenging complexities with our loan. She was able to sort those out for us without issue quickly and easily. Her financial advice and customer service was excellent. We will definitely continue using Aleks for all future loans.
Paul Steele has worked with us over the last couple of years for all our financing needs. Whether it being commercial or residential loans Paul really went above and beyond to help us with the settlement and always taking our phone calls. We will always use and recommend Paul in the future.
Derek Parsons, very professional and very helpful. All the blessings to him.
Paul and his team at Green Finance Group offer an exceptional service. I used him for my first mortgage and he was extremely helpful and happy to discuss any of my questions and concerns. Paul was proactive and very efficient in the way he assisted me in finding the best lender and walking me through the mortgage process. I was very happy with the experience and will be recommending Paul to friends and family in the future!
Paul is so communicative, incredibly knowledgeable and the level of service I experienced was really beyond what high expectations I had coming in. He makes you feel so valued as a client, his advice is so clear and provides great direction on next steps. He is such a personable energy and I really wouldn't trust anyone else in advising on matters that are this important. Paul you are a legend. I appreciate everything you have done for me and I could not respect the way you run and conduct your business more.
Thanks to Paul and his team for the professional and friendly way they worked with us through our home financing. Paul and his team were patient when we needed time and always available and helpful to us to assist and understand the entire process. We would highly recommend Paul and the Green Finance Group. Thanks again Paul
I highly recommend Paul Steele as a broker. Paul has gone above and beyond with both our original mortgage and also the refinancing of a mortgage. His expertise in the area, honesty and also patience with my many questions displays true professionalism. I have recommended Paul to others on a number of occasions and will continue to do so. Thank you Paul for all your great work!!
Great knowledge and experience with obtaining a loan for an SMSF and helping me by interacting with the lender and getting all the information together, as well as submitting at the right time. Worked to my deadlines and made it happen. Recommended
I used Mark to source finance for me for two commercial property deals, a residential refinance, and two business loans. I found Mark to be very knowledgeable about the market, what opportunities and loan products were available and would suit each circumstance the best. Mark went above and beyond on each transaction, I have used a number of brokers over my career and I can honestly say Mark is the best one I have ever worked with. I would highly recommend Mark and will certainly be using him again. Mark is not only my broker of choice but has also become a trusted advisor.
Over the past 4 years, we have utilised Mark’s finance expertise and strong banking contacts to assist us to grow the two hotel funds that we operate. This has included refinancing, facility extensions and more recently financing for a greenfield project. Mark has strong relationships with both the major and second tier banks and he has proven that he can source and secure the most beneficial financing facility for us.
Mark provides a high level of personal service and manages the process from start to finish including sourcing the most competitive loans, negotiating key terms and ongoing involvement with the facility. Mark and his team have proven to be honest, transparent and diligent at all times and I would have no hesitation in recommending Mark in relation to any financing requirements.
Hamish has managed our mortgage for over two years and we couldn’t be happier with his service. He has maintained a high level of professionalism, is always contactable, pays attention to detail, and has generally made a stressful and confusing process very manageable. I couldn’t recommend him more highly.
Professional and knowledgeable - third time working together and I would only use Rod as my financial broker. 5 Stars ⭐️
Green Finance were absolutely awesome and I can't rate them highly enough. They assisted in every way possible, were completely reliable and everything was always completed in a timely manner. I would recommend Daniel Green as a very professional broker. The process was simple and seamless plus he achieved an outstanding result which was ultimately a life changer for me.
We cannot fault Green Finance in regards to our finance application. They are extremely professional and efficient. All queries are followed up very quickly and if there were any unexpected hiccups they bent over backwards to get things fixed as soon as possible. They truly do care for their clients. We dealt with Megan from Green Finance and she was absolutely fantastic. Would not hesitate in going through Green Finance again. Would highly recommend. Thank you Daniel Green and your team!
When you hear the word re-financing you might get the feeling of uncertainty, lots of hoops to jump through and being overwhelmed.
You wonder where and who can help. We tried other finance brokers, but we didn't sense that the connection was there, or we were going to get a change that would make a considerable difference on our mortgage.
We came across Estelle's details and reached out to get her professional opinion. From the start we felt she had our best interests in mind and even looked at options that we wouldn't have thought of. She was super friendly, easy to contact and helped us through each step. Finance jargon sometimes can be confusing, but Estelle made it simple for us and answered all our questions. We are so thankful for all of Estelle's guidance with our refinancing and we look forward to being in contact with Estelle in the future. Highly recommend Estelle from 2 very satisfied clients!
Estelle was easy to deal with, explained everything in a simple way & was very friendly!
We recently refinanced our home loan with Estelle, she came highly recommended to us by my parents. She found us an amazing deal, was great at communicating every detail, answering any question that we had promptly and kept us informed every step of the way. Estelle is kind and very knowledgeable and was a pleasure to work with. We would highly recommend Estelle to anyone looking for a broker!
Estelle helped me refinance my mortgage and was able to negotiate a low rate and great cash back offer. The communication throughout the whole process was thorough and clear, making the process a breeze for me. Estelle answered all the questions I had promptly and kept me updated through every single step of the process while also offering great advice and strategies to get me in front for my future. I couldn't recommend Estelle more highly to anyone who is looking to begin their finance journey or just looking for a better rate. I will definitely be using Estelle for my next property!
We recently used Estelle as a broker to re-finance our home. To say she made it an absolute breeze is an understatement. She made the process of changing banks easy & communicated with us, keeping us updated and answering any questions we had along the way the entire time. We would high recommend Estelle time and time again and when it comes to purchasing our next home we will definitely be back.
It was an absolute pleasure working with Estelle and I would definitely recommend her to my friends and family. Professionally Estelle was prompt, very knowledgeable, and very flexible and understanding of my work and family commitments and was more than happy for us to communicate after hours. A massive tick for me!
We also had an issue from our side with the bank, through her banking contacts Estelle was able to seek further information, and the matter was resolved that afternoon. We were absolutely stoked and so grateful she was able to help with the matter.
Personally, Estelle was a breeze to work with, very personable, I felt at ease with her straight away. I am very much looking forward to working with Estelle again in the future.
Estelle recently helped us refinance and her service is second to none. From the initial contact that Estelle made, she understood we were after and worked with us in every aspect, right until the end. She is very friendly, knowledgeable, and prompt and nothing was ever too hard for her. Estelle was available whenever we needed and always answered our questions (even the millions we had). She made refinancing a breeze and would highly recommend her and her services. Thank you, Estelle, for making this process hassle free.
We've used Karen a number of times now and would definitely recommend. She and her team provide a fast and efficient service with excellent communication and we feel we've received the best deal suited to our family and business needs.
I've used Karen twice now. Have no hesitation recommending her services. Made the experience easy both times. Have recommended her services to friends & colleagues who have also had a good experiences with Karen.
Excellent service again! Thankyou Karen. We won't go to anyone else & we highly recommend you & your services. Always professional & friendly. Thank you.
We can not thank Karen enough for all her help in organising the finance for our new home. Karen provides an amazing service and extremely knowledgeable. Karen was able to listen to our needs and guide us to purchase our home. We would highly recommend KD financial to anyone and are so impressed with her service and professionalism.
Karen provides a superb service, she is knowledgeable, and easy to work with. Karen was able to listen to our needs and managed to turn around a pre approval for auction in record time. We were most impressed with her service and professionalism.
Karen was excellent to work with and I can honestly say its refreshing to see someone who truly cares. Old fashion values that my wife and I love. We have no hesitation in recommending Karen and her team to all of our family and friends.
Karen and the team are helping us with equipment loans - nothing too hard and they make it all easy.
As new business owners we were turned away by the banks. After a quick phone call with Brad he was confident he could help us achieve our goal of borrowing money to build our dream home.
The process was easy and fast, Brad spoke directly with our accountant to gather any necessary documents and was always happy to return our calls, and answer any questions.
Thanks Brad for making what seemed impossible at the time become possible for our family.
Dan has made the transition to the finance space smoothly! He was a great help with his advice and quick turnaround on info, which helped me get a cheaper rate with my current bank! He did all the work and should take all the reward. Well done and thanks again. If I need finance help in the future, he will be my first stop.
I don’t even know where to start! After dealing with a few different mortgage brokers I was ready to give up.If I could give this company more than 5 stars I would . If you are a first home buyer or anyone one looking for a mortgage broker Dan is your guy. He is so knowledgeable, patient ,genuine and will go above and beyond to make sure you understand all the steps involved in purchasing a home and what options are available . He won’t leave any stone unturned for you . Buying a home is an expensive commitment and you want someone who understands how critical time and money is . He was available any day of the week and nothing was ever to hard for him. I will not hesitate to recommend him to anyone . Thank you Dan for everything you did for us.
Dan not only found the best rate & package for our circumstances, in a tight timeframe, he also provided advice on how we could save more and explained everything to us in layman’s terms. He was professional, knowledgeable, a pleasure to do business with.
Dan recently helped me refinance my home loan after he assessed my current loan and looked for a better option. He was so good at guiding me through the process and always happy to explain things to me. I am very happy with the service he provided! He is a genuinely lovely person and I trusted him throughout the process. I highly recommend getting in touch with Dan! He knows what he’s talking about!
Could not ask for any better help, advice, professionalism, no stress from Dan to transfer my loan from one bank to another. Thankyou Thankyou!!!
Dan’s the man! Crunched my number and had my pre-approval back in just a couple of days. He gave me the confidence I needed to move forward. He compared all the lenders, gave me a couple of options and found the best rate and terms for my loan. Through the contract period he kept me informed regularly along the way so I knew where everything was at. He’s very personable and explains things in a way everyone can understand. Can’t recommend him high enough!
Both Daniel and Aaron were excellent consultants. I would recommend either of them without hesitation.
Positive experience throughout on what was a challenging application. Very impressed. Fast and effective.
Hamish has been a wealth of experience for our home buying recently. He kept us up-to-date and has always been available to chat when we called to discuss multiple buying options. We are grateful to him for helping us complete the process.
I am delighted to absolutely recommend James Blackshaw as a truly phenomenal banking consultant. His exceptional expertise, dedication, and commitment to providing a solution for me make him a standout in the profession. James' resourcefulness and dedication to achieving a positive outcome, from what was a complex situation were remarkable. I cannot thank James enough!
Richard Smith was my banker for about twenty years. He has always been reliable and entirely professional. His credentials are impeccable, his integrity beyond reproach. I make no important financial decisions without first consulting him.
Rod and his team are fabulous. Nothing was too much trouble, and they were able to assist in a professional and very efficient manner. Would highly recommend them.
James was exceptional in his communication, patience, perseverance and care of us in getting us exactly what our circumstances required!
I have used Green Finance Group several times and each time the team goes above and beyond. Their service is outstanding and helped me throughout the entire process. Highly recommend Paul and the Team!
These brokers are amazing. Paul had our home loan approved within 3 days, we waited 3 weeks with Heritage and they were still asking for things. The process was so easy, they asked for everything they needed up front and didn’t need a single thing more. Paul sent texts or gave us a phone call at every stage along the way, we felt very comfortable through a very stressful process and knew they had our backs from the first phone call. These guys really are the business you want, especially if you don’t have time to muck around or if you just want great, flexible and trustworthy service. Thanks so much Paul and team, as I unpack in my dream home, I know we couldn’t have done it without you.
I had a great experience with Hamish George at Green Finance Group. He is very responsive and has a great knowledge base. Hamish was super easy to deal with and offered great advice in a changing market.
Paul has been the best broker I have ever had the pleasure of working with. Even though our situation was difficult, he was persistent and tenacious with pushing through and making sure our finance was approved against all odds. He is quick with replies and honestly went above and beyond for us. Could not recommend him and green finance group enough!
Carlo has been absolutely amazing in his help of our first investment property. He has a wealth of knowledge and has been there for us whenever we've needed his help, and has never been short with his time for us. He has absolutely gone above and beyond. We couldn't recommend Carlo highly enough.
Rod has been helping myself and my family members with our finance needs both privately and professionally for more than 20 years. My home, other property, business loans, vehicles, lines of credit, you name it and he will make it happen. Rod and Megan from Green Finance are both professional and thorough. I would recommend them as your 1st step for any finance broking advice.
We had a fantastic experience with Paul Steele at Green Finance for a complex loan for a mixed use site. Paul was informative and worked hard to get us what we needed and I enjoyed his communication style. Thanks!
Paul is an exceptional broker who consistently delivers outstanding results, exceeding my expectations in every way. His remarkable efficiency and ability to work effectively under tight deadlines are truly impressive. I wholeheartedly endorse him for anyone in search of a broker when buying a house and needing the maximum borrowing possible.
We would highly recommend Hamish to friends and family. He kept us up to date through the whole process and was great to deal with.
Professional, punctual and thorough experience working with Hamish. Thanks for everything.
Great service and a very efficient team. Helped me secure a loan when other couldn't! Thanks.
Paul. Thank you for all your knowledge and assistance to get us the best product to suit our circumstances.
Super helpful & readily available.
Rod and Megan are amazing and have provided us with so much advice and assistance. They have made purchasing a property a breeze, thank you both, your service is truly fantastic.
Paul and his team have been a marvelous and great support in helping my wife and I secure our first home. He's been quick to respond to any questions we had and made sure things ran smoothly, even when it did seem challenging. Thank you so much again Paul!
Paul was absolutely incredible and went above and beyond to help us secure a loan for our very first house!
Paul and the team are the most efficient professionals I have ever worked with.
I have always thrown the impossible at him and the outcome has been achieved with great confidence. Always responsive and never leaves you in the dark.
He does not over promise and under deliver. Straight up guy! He is the go to guy for financial goals! Highly recommended.
Have referred him to all my mates with financial requirements. Will be reaching out again next tax time.
I can't recommend Paul Steele and his team highly enough! Despite being in a chaotic mess with admin and (on paper) not an attractive candidate for banks, Paul stuck by me and coaxed me through the process for a successful refinancing. Looking forward to doing a lot more with Paul this year and beyond!
Rodney Weir is amazing at his job and will go above and beyond to find you the best suited choice for your needs.
Paul Steele has helped us to refinance and pull out equity from our investments. Quick to reply and gets the job done, highly recommend!
Outstanding service, Nathan goes above and beyond with his service. Nathan's knowledge and willingness to help you achieve your desired outcome in well above what was expected. Would highly recommend Nathan.
Nathan went above and beyond for us. Nothing was ever to much trouble and his customer service is second to none. We would highly recommend him to anyone.
Convenient and trustworthy service. Nathan is professional, organised and communicative. He knows his stuff too. I would definitely recommend him to anyone.
Nathan was very friendly and helpful. He was easy to contact and got back to us quickly by phone and email.
Highly recommend Nathan’s service. Was very easy to deal with making the whole process very smooth!
My situation was a complicated one. Nothing was too hard for Nathan. Days where I wanted to give up his moral support was amazing. Will use him again! Brilliant service.
.Nathan is a friendly, no-nonsense broker who will do his utmost to get you the best deal that he can. Highly recommend
I would highly recommend Nathan. He went above and beyond for all my questions from answering me on the weekend, early morning and late nights. Being a first home buyer and confused with everything he made each decision very clear and made sure I understood everything going on. He was supporting me each step of my journey, was very professional, had great communication work ethics and professionalism.
5/5, would definitely recommend his work and efforts to people that are trying to buy, not only was he very helpful but also very patient!
Highly recommend Carlo, great knowledgeable broker. He has helped us secure our first home loan with ease. Carlo made the process very
I will absolutely recommend Carlo Ponturo (Green Finance Group) for anyone seeking a humane, knowledgeable, understanding and supportive mortgage broker. Thank you Carlo, we are very grateful to you. Not just for finding us a solution but for also taking our hands and guiding us through the process. You handled the whole process with a kind and understanding approach. I definitely look forward to working more with you. Thank you very sincerely.
I highly recommend Carlo Ponturo to anyone seeking to refinance or secure new finance. It was clear from the outset that Carlo is highly knowledgable and experienced as he was able to assist us in finding a solution to some complex issues and deliver an outcome we were very happy with. We had a million questions and Carlo was only too happy to answer them and put our minds at ease. We would use him again for any future financing/refinancing needs.
I cannot express enough gratitude to Beth Rachel for her invaluable assistance throughout the entire process of building my first home. Her dedication and support made a stressful journey significantly smoother. No task was ever too much for Beth; she consistently went above and beyond, keeping me informed with regular calls and emails, addressing every concern I had with remarkable thoroughness. Her ability to make a stressful process feel manageable and even positive is a testament to her exceptional character and professionalism. Her proactive approach in guiding me through documentation and next steps, and her genuine care for her clients, truly sets her apart. Beth is not only fantastic at what she does but is also a wonderful person. I highly recommend her without reservation and look forward to working with her on all my future financial endeavors. Thanks again Beth.
Regardless of the time or day, Lance has always made himself accessible, promptly addressing any issues we had. His dedication to being present for his clients is truly commendable.
Beyond his technical skills, Lance's friendly demeanor and approachable nature have made us feel valued.
A huge thank you Lance for all the help given us.
