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Excellent
UFinancial
Based on 528 reviews
Matthew Coney
Thank you to Daniel and the team at UFinancial who were outstanding in sourcing me another great home loan. The professionalism, communication and attention to detail was superb. I highly recommend Daniel and the UFianance team.
Bettina Tighe
Laura Briggs is amazing, the support she brings is above & beyond ! She has helped me on two seperate occasions now, a refinance last year that was beyond easy & seamless and just recently with a bridging loan, which as a single lady is quite scary ! Laura’s understanding of my situation & her suppprt & efficiency has been incredible & been a saviour in easing my anxiety. She actually left my solicitor speechless with her efficiency. I thoroughly recommend Laura Briggs to anyone that is looking for finance & she is definitely the person that I feel safe with to finance. Thank you so much Laura.
Tessa Flick
We can’t recommend UFinancial enough! From start to finish, the process of getting our home loan was seamless and stress-free. A huge part of that was Stacey, who went above and beyond to make sure we secured our dream home. She was professional, knowledgeable, and incredibly patient, guiding us through every step and making what can be a daunting process feel manageable.
Holly Bennett
I had a pretty bad experience with my first mortgage broker so I was going in skeptical but Stacey was the most incredible person to help us on this journey. From start to finish her professionalism and genuine care about finding us the best loan was on display. I cannot thank Stacey enough for helping us get our dream home. You’d be a fool not to go with her.
Ben Rowe
Highly recommend Stacey Day from UFinancial. Stacey helped me purchase my first home and was an absolute pleasure to deal with. Her professionalism and communication were outstanding throughout the entire process from the initial enquiry all the way through to settlement day. Thanks again Stacey 😊
Joel Bowen
We’ve trusted Ufinancial Torquay, and Leigh Deledio and Daniel Walsh in particular, with our finances for over 10 years, and that says everything. From our very first home loan through to car finance, life insurance and multiple remortgages, they’ve been there for every big milestone.

Leigh’s leadership brings a level of confidence and reassurance that’s hard to put into words — you always feel like someone incredibly capable is quietly steering the ship. Daniel, on the other hand, has this rare ability to make you feel instantly comfortable. He’s warm, genuinely caring, and takes the time to really listen, which makes such a difference when you’re making big life decisions. His communication is impeccable.

Together, they remove the stress, the overwhelm and the fear that often comes with finance. You feel supported, understood and looked after — not just as clients, but as people. We couldn’t recommend them highly enough and are incredibly grateful to have had them in our corner for so many years.
Christopher Hudson
We were originally going through Bendigo Bank for our loan and were assured at every step that we would have no issues obtaining finance. Then, the day before our deposit was due, they completely pulled the rug out from under us and left us up a very particular creek without any paddles.

We were put onto Daniel Walsh from U Financial by a good friend when we first decided to purchase a property, and in that moment of panic we reached out to see if he could perform a miracle. Somehow, he did — and made it look far easier than it had any right to be.

Every single step of the process was clearly set out, and every question we had was answered quickly, in depth, and in a way we could genuinely understand. Daniel’s knowledge and expertise throughout the entire process were nothing short of impressive.

Even while away golfing in Queensland, he made the time to get back to us on time-sensitive matters, which really says everything about his dedication. He was consistently responsive, attentive, and genuinely cared about getting the best outcome for us.

We can’t recommend Daniel highly enough to anyone needing a broker. What was originally a nightmare turned into a smooth and successful outcome, all thanks to him.

Thank you for making it all possible, Daniel — from two very happy new homeowners. Chris and Fi
Jessica Mateljan
Laura Biggs helped us throughout our entire journey to find our dream home! She's incredibly diligent, knowledgeable and communicative. I couldn't imagine anyone better to have guiding us through the purchase of our first home. I highly, highly recommend Laura 🙂
Sophie Barrington
Laura Biggs is a superstar broker! I’m so thankful for her expertise, guidance, and endless patience while I navigated the process of buying my first home. She went above and beyond with applications, as well as support calls and texts, including in the evenings, as I explored several different home buying options. I highly recommend Laura and UFinancial to anyone seeking a truly dedicated brokerage.
Camilla Arnost
Mars was awesome to work with. Super responsive and helpful, would definitely use him again on our next property purchase. Thanks Mars and Mon!
Tristan Reed
Stacey is the best. I honestly had no idea what I was doing to begin with, Stacey guided me through buying an investment property every step of the way. Can’t thank Stacey and her team enough.
Alyce
I’ve trusted Paul as my broker for many years now and wouldn’t go anywhere else. He is brilliant, knowledgeable, trustworthy, and always takes the time to explain everything in a way that makes sense. I have full confidence in his advice and decisions, and I know I’m always in safe hands. Highly recommend to anyone looking for a broker they can genuinely trust.
Kyle Bienefelt
Paul was extremely helpful with his knowledge and advice. All the stress of first home buying was taken away with Paul’s experience.
Belma Kubur
Thanks so much to Bryce and the team for supporting me on a refinance. Bryce gave honest advice, worked hard to get us the best valuation and made great recommendations even when they went against his own self interest. Bryce was always responsive when I had questions and provided really amazing service through a tedious process. Thanks so much to the team for helping me get an amazing outcome.
Ashraf Tadros
George one of brokers at ufinance helped me get one of my dream cars and I honestly can't thank him enough, he went above and beyond and with exceptional customer service. Thank you George!
Laki M.
Excellent work by Paul and team! We have engaged Paul to assist with finance for two property purchases over the last couple years and he has provided very good outcomes each time. Paul takes the time to discuss and understand our needs to find the best possible financial solution. Highly recommended!
Bondy & Tas Stockdale
We are long term clients of Paul and Daniel utilising their services for a number of different financial needs. Paul, Daniel and team make each process so easy, guiding us through every step - we really don’t have to think for ourselves at all it’s great! The information they provide is always accurate in regards to finances and turn around times. We wouldn’t hesitate to use them again. Thank you again guys! Tas and Bondy
Richard Stone
The best in the business. Everything is explained clearly. Stress free and friendly.
James Harrington
Paul has financed us several times over the last 10 years. Never any issues. Outstanding knowledge of everything.
Dillon Haire
Great service and communications. Always fee well looked after with Paul and the team.
Pierre Grzybek
Can highly recommend Paul’s services. He is transparent, supportive and provides the best advice with clarity. Have used Paul for years now.
Louise Perryman
I worked with Stacey and her team at U Financial to purchase my first property and I couldn’t rate them higher. Stacey was so easy to deal with, communicated and explained the whole process to me to make it less daunting and made me feel so at ease. Stacey always had my best interests at the forefront and I am so grateful for her help in securing me my first home! I cannot thank them enough and would recommend Stacey to all my friends and family going forward!
Jason Cole
The team at u financial are great to deal with, Daniel, kelly and Raiza are very professional in what they do highly reccommend.
Morgan Quinn
Franco and team at UFinancial helped me out when no one else was able to. Will definitely be coming back to see them again.
Mic S
Absolutely amazing service, we could not have asked for more with our recent home loan! Stacey was truly outstanding, always super nice and friendly, super helpful and knowledgeable, she always made time for our phone calls and questions, and she found us the best loan we could have hoped for. She made it a pleasant and smooth experience from day one and we would definitely recommend her to to anyone with no hesitation. Thank you so much Stacey and everyone on your team who helped with our loan! 5 stars!
Stacy McLeish
Once again Matt and his team were amazing in helping with all our financial needs, so goods it's our 3rd time dealing with them. Always professional and go above and beyond. So good wouldn't recommend anyone else .
Kirsty Lake
We cannot recommend Shane Martin highly enough. From start to finish, Shane provided exceptional service and expert guidance throughout the entire refinancing process. His knowledge of the market and ability to explain complex information in a straightforward, easy-to-understand way made the experience smooth and stress-free.
Shane took the time to understand our individual circumstances and goals, ensuring the options presented were genuinely suited to our needs. He was proactive, responsive, and keeping us informed at every stage. Shane went above and beyond to secure the best possible outcome and made us feel supported and confident throughout the process.
Jason Tulloch
Laura and Debbie absolute stars. Their help with my financial set up has been first class. Very helpful and patient.
Joshua Zammit
UFinancial have been incredible to work with! Stacy and the team supported us every step of the way. As first-home buyers, we had so many questions, but Stacy made everything easy to understand and was always patient and clear in explaining the whole process.

She was always just a phone call away and would go out of her way, at any hour, to make sure we felt supported and confident in our decisions. We truly couldn’t have asked for a better experience.

Thank you, Stacy and the UFinancial team, for helping us buy our first home — we’re so grateful! 🏡✨
Josh Millar
We recently worked with Stacey Day as our mortgage broker, and we honestly couldn’t have asked for a better experience. From the very beginning, Stacey was incredibly helpful, thorough, and always one step ahead. Her communication was exceptional, she kept us updated at every stage and made what could’ve been a stressful process feel smooth and straightforward.

Stacey didn’t just organise our finance; she supported us with everything surrounding the purchase. She guided us through dealing with conveyancers, coordinated with real estate agents, and made sure every detail was covered. Her dedication, professionalism, and genuine care for her clients truly set her apart.

If you’re looking for someone reliable, knowledgeable, and invested in helping you achieve the best outcome, we couldn’t recommend Stacey highly enough. She made the entire journey feel easy, and we’re extremely grateful for all her hard work.
Tamara Gallagher
Shane Martin is a great communicator and acts promptly when time is of the essence. I would highly recommend his services.. A great outcome for my husband and I in purchasing a dream property.
Guy Sacco
Thanks Dan and the team
Absolute superheroes!
Was recommended and would highly recommend

Dan was particularly good and calmly explaining information to me and answering any questions I had. He ensured that I was not stressed through the whole settlement process.
As a first home buyer Ufinancial put my mind at ease from start to finish
Mina Suh
Shane and his team were amazing, guiding me through a complex loan (equity release with change of lender and also purchasing another house at same time). Could not have navigated it without Shane, thank you!!!
Rachel Forbes
Shane and his team are absolutely amazing! Highly recommended! I’m a person who gets very anxious in bank or application type of situations and Shane and his team looked after us so well that, that feeling went away! Thank you so much!!
Peter Aquilina
Daniel Walsh was outstanding. He went above and beyond to support us through the entire refinance process. Daniels advice was informative and measured, giving us honest and useful advice. He and his team made the process really smooth. We look forward to working with Daniel and the team again that's for sure.
Nicole Walsh
Ufinancial have been incredible. Ben makes it seamless from idea to execution every time! I could not recommend Ben and ufinancial more
hayley dodd
Shane was an amazing broker. He is always lovely to talk to, always accessible and very productive. We could not have gotten through this process of buying my sister in law out without him. Thank you again for all of your help. HIGHLY recommend!!!
Lauren Sullivan
If you’re looking for someone to take care of your mortgage look no further than the one, the only, Superstar Shane, and his awesome team. Shane has a wonderful, down to earth manner, he gets the job done without any fuss. He helps you to feel at home, while you’re searching for your next home…for what can be a pretty stressful experience, Shane’s care and dedication to the task is second to none and had us feeling at ease throughout the all whole process. Shane, you’re really are the lending legend of the Surf coast! Thanks again for all your hard work.
Griz
UFinancial was absolutely great to deal with and really helped me get on track for my first property, having guidance through the loan process & genuine want to help was really appreciated. being a first home buyer, I had a lot of questions and had no idea what I was doing at the start. Having the support the whole way through is something I'm very grateful for. Big thankyou to Daniel Walsh and the UFinancial team!
Jay Flannagan
Absolutely satisfied with our mortgage broker. Daniel has been attentive and efficient with his services. Daniel really looks out for the client, he has some great strategies 100% puts the client first. No Jargon, he knows how to simplify the terminology so you can understand fully what's happening.

We are so happy we used UFinancial for negotiating our loan. We have so far been able to keep the same bank. Yet our interests rates have been reduced twice now by our broker Daniel, in 6 months, on top of the RBA reductions.
We will definitely be sticking with these guys for our existing loan amd any other future loans.
Thanks heaps Daniel, we really appreciate it!
Bipin Benny
UFinancial have been fantastic to work with. Andrew and Therese provided consistent support throughout the entire process and made everything smooth and stress-free. Really happy with the service and would highly recommend them!
Rex Daley
“I had an excellent experience with this mortgage broker. They took the time to understand my situation, provided expert guidance, and secured a great rate. The process was smooth, efficient, and stress-free. I would confidently recommend them to anyone looking for a reliable and knowledgeable mortgage broker.”
Lachlan May
Paul has helped us with getting two home loans now and has been awesome both times! Very easy to work with and makes the process simple!
William Byrne
After a divorce, I have had to go through a refinance process. It hasn’t been a smooth transition but Shane Martin has been awesome. Always available and responsive to my many questions and put my outcome first to allow me to refinance and get a great rate. Great bloke and easy to get along with which I think is an important aspect in this type of work as you want to be able to relate with someone as well as not overcomplicate or overstress when it can easily occur

Will happily be recommending his services to all my friends & family and plan to use him again whenever I have any broker needs.
Hayley Anderson
My partner and I have been working with Shane to get into our first home. From the first meeting with Shane, everything has been so incredibly easy, being our first property we did not understand anything! But Shane has been amazing at explaining the process and making sure we are kept updated and informed. He has assisted with all aspects and gone above and beyond for us and we could not be more grateful. We have now found our first home and Shane has been amazing organising everything regarding our loan, we are so appreciative of all the help through this tough process and cannot recommend him enough!
Courtney Ruge
We went with Mint Equity / UFinancial group after they were recommended to us by a work colleague. Shane Martin has been helping us with the purchase of our first home using the 5% FHBG Scheme in the Lake Macquarie region.

Shane has been a pleasure to deal with from the start - he is an excellent communicator who is very fast at responding to e-mails and phone calls, and has been extremely patient with answering all of our questions about the process. As first home buyers, we were very nervous about our first purchase, but Shane has made it easy and taken all of the stress out of it by talking us through everything step-by-step - at times he was more like a psychologist, reassuring us with everything to calm our nerves, haha! He is very experienced and highly professional.

Shane gave us a choice of several lenders, talked us through the pros and cons, and helped us to choose the best home loan product for our financial situation. Shane made sure to prioritise our application during our cooling off period in order to get our finance approval on time. I cannot recommend him enough!

Our lending specialist was Angie Zambra who was also lovely to deal with. We are very happy with our overall experience, and will continue to use Shane as our broker in the future. We are in our late 30s and thought we would be life-long renters, so it is an absolute dream come true to have finally reached this milestone of buying our first home. Thank you so much, Shane and Angie!
Charles Hennessy
Paul provided exceptional service when reviewing our home loan structure. He thoroughly assessed our situation and gave us honest, straightforward advice – recommending we stay with our current bank but split our loan between different products. What really impressed us was Paul’s integrity. He could have easily pushed us to refinance elsewhere for his own benefit, but instead he put our interests first, even though it meant he received nothing for his time and expertise. Paul’s professionalism and genuine commitment to helping us make the best financial decision, rather than just earning a commission, sets him apart. We highly recommend Paul to anyone seeking honest, trustworthy mortgage advice.
Anita Beaney
Paul Nelson and his team provide me with ongoing amazing service. They are diligent, friendly and professional. Can highly recommend (and do regularly!).
Jacob Vose
Paul is a broker wizard! Can’t recommend enough always pulls through even with the trickiest of situations
George Lowe
5 star service in a fast, friendly and extremely efficient manner whilst keeping that personal touch.
Ryan Wharton
Laura and her team at u financial have been nothing short of excellent & amazing! Genuinely can not fault them or thank them enough for their attention to detail and professionalism throughout the process!
Karen Cole
This was our fourth house purchase with UFinancial. We absolutely love their expert assistance, advice and clarity along the way. The whole team is experienced and professional. Thanks Laura and team at UFinancial, if there is a fifth property purchase, we would only use you! UPDATE: turns out there is a fifth property purchase and once again Ufinancial got the deal DONE! thanks Laura and team 🙂
Kristie White
Maddie and Paul I can’t thank you two enough. I am over the moon with how everything went regarding my mortgage and refinancing and manifesting my dreams. You both made it possible. Thank you so much. I’m very grateful. If I need anything else I definitely will come back to see you. Thank you.
Eden-Rose Lakeland
Absolute legend. Paul has been a rockstar broker for us over the years, and is genuine in helping people achieve financial goals. Wouldn’t trust anyone else.
Ian Blaiklock
Clear, prompt, attentive and personable. Mars and team sorted everything from start to finish in refinancing home loan very quickly but taking the time wherever needed to explain further. Thanks.
Aliesha Smith
Stacey and the team at UFinancial were always prompt, professional and always kept us in the loop and would always check in.
Would definitely use them again. 😊
Rupina Sarkissian
I can’t recommend UFinancial enough. The team made the whole loan process so much easier than I expected. They really listened to what I needed, explained things in simple terms, and kept in touch the whole way through so I always knew what was happening. Nothing ever felt like too much trouble — they were patient, approachable, and genuinely wanted the best outcome for me. It took a lot of the stress out of what could have been a really overwhelming process. I’d happily work with them again and recommend them to anyone looking for help with a loan.
Harry Sharlassian
Ufinancial were great with assisting me with buying my first home. Could not recommend them any more highly.
Benjamin McNamara
Couldn't be more appreciative of Paul and the team at UFinancial. Helped me and my partner Ashlee in getting a loan for our first house. Went above and beyond to help us.
Doone Cooke
Paul and the Team were so helpful in getting all the correct documents together. Keeping us informed every step of the way. Many thanks for all your help.
Andrew Bonnici
Excellent operation. Excellent customer focus and service. Highly and easily recommended.
Don Alex
Very happy client here, very helpful, guided me from start to settlement. Highly recommended.
Katy Bell
Great help throughout the whole process. I was able to ask any questions with a very quick response. Thank you.
Elaina Kafkalakis
Working with Stacey has been a fantastic experience. She was excellent at communicating with us through every step of our home loan process. Thanks Stacey!
Isaac Norman
Daniel and the rest of the team were absolutely fantastic to work with as we went through the process of buying our first home.

Extremely helpful and professional.
Kathryn Brewster
I can highly recommend Ufinancial, Dirk and Stacey were fantastic to deal with. The stressors buying my first home were eased, my questions were always answered and my concerns reassured.
Outstanding communication with Gold Star Customer service!!
The whole experience with Ufinancial made the process a very special moment.
Thank you
Jacqui
Absolutely amazing experience. Helpful throughout the entire process, and Franco was always doing his best to get me the best outcomes at every stage of the process. I would recommend him and the UFinancial team to anyone I know looking for a good broker.
mark
Stacey was excellent from start to finish I absolutely recommend her and her team to assist you with your financial needs.
Andrew Poole
Buying my first property was a daunting thought but the whole Ufinancial team made the lending journey really seamless. Their experience and customer service gave me peace of mind that I was in the hands of experts. I'm so glad I had them on my side. Daniel and Therese were great. Highly recommend to anyone looking for a mortgage broker!
Kate Johnstone
We highly recommend Paul to anyone looking for a smart and dedicated financial planner.
Sonia Thandi
I highly recommend Paul at UFinancial. He was incredibly knowledgeable and took the time to take us through all the information and answered our questions. Paul accommodated meetings after work which made the process easier for us too. Thank you!
Sonia C
Paul was incredibly helpful and took the time to explain everything carefully. I was very appreciative of not only the support but the flexibility with his approach, and being able to meet or sign documents after work and sometimes with a child in tow! With what felt like a daunting process at first was made incredibly easy. I highly recommend Paul and U Financial.
Dom Dagher
Stacey my broker was incredible! Her and her teams persistence in checking in and following up on information and documents ensured we were able to organise my refinance in a short period of time. He truly went the extra mile to secure the best rate for me after my original lender came in with an offer too good to be true. I’ve already recommended Stacey to two of my friends and will continue to use her again in future.
Peter Gough
Great service, professional, up to date information and follow up.
Wonderful to work with.
Louisa Irvin
Paul was with us every step of the way, could not have purchased without him! Very reassuring for first home buyers, and happy to answer any question, big or small - which helped enormously!
Karen Towey
We dealt with Paul Nelson at UFinancial and cannot recommend him enough. He helped us gain finance for land and build and was very helpful and extremely knowledgeable throughout the whole process. Was always very responsive whenever we had any questions and spent time explaining everything clearly to us. Have no hesitation recommending him and would definitely go back to him in the future if we need to.
gawnie440
Paul is not only very knowledgeable, but is able to communicate anything in layman's terms with a friendly smile. Highly recommend!
Yakkedy 90
Paul and the team has done the whole family now.... easiest and most streamlined brokerage assitance I have received so far and couldn't be happier.
Rich Blyth
Our experience with Paul has been smooth sailing and an absolute pleasure to deal with.
Paul and the team went above and beyond to find the best deal for us to build our dream home.
Highly recommended A+
Rich & Shez

Chris Hudson Master
How UFinancial helped me take control

Iliana Kapric
UFinancial Made it Simple

Simon Keleher
Working with UFinancial

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T: +61 396 869 087
F: +61 386 790 576
E: here4u@ufinancial.com.au
Level 4, 580 St Kilda Rd,
Melbourne, VIC 3004

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