The team works hard to guide clients through paperwork and lender approval, staying in touch at every step and explaining every detail until it clicks. Older clients especially report feeling heard and cared for; staff handle complex situations by advocating directly with lenders, turning down approvals into yes, and settling deals in weeks rather than months.
One five-star review supports the business. Limited review evidence is available to assess broader experience.
Over 15-20 year relationships are common here; clients value advisers who translate complex finance into plain language and stay reachable. The team handles superannuation transitions into retirement, mortgage advice, and portfolio strategy with consistency. Investment property and commercial lending clients appreciate straightforward guidance without pressure. Their website states 30+ years in operation, holding ASFL and ACL licences. Staff named across reviews include specialists in superannuation planning and mortgage broking. No complaints appear in the review set; clients consistently cite reliability and personal attention as reasons for staying.
Finance 365 has earned trust across 343 reviews, with 97% five-star ratings. People consistently highlight fast responses, straightforward explanations, and staff who treat clients as long-term relationships rather than one-off deals. Brokers like Adam, the team, the team, the team, the team, and the team are named repeatedly for personal attention, whether guiding first-time buyers through their initial purchase or helping existing clients find better rates on refinances years later. The business serves Perth across construction loans, first home purchases, property investment, refinancing, and small business finance. Reviewers value that staff hold their hand through each step, answer questions without pushiness, and follow up proactively to catch savings opportunities. Even when applications hit a snag, the team reportedly finds solutions fast.
Last updated 2026-07-30