Joe has a unique gift of making complex financial concepts easy to understand. Greatly appreciated his time in patiently helping me understand my options for financial stewardship and educating me on my Superannuation options. It helps that he loves talking about all things finance, and loves helping people as well! Thanks Joe!
Net Gain Financial
5 reviews
Insightful, thorough and passionate. Joe worked after hours around our busy schedule and came up with unique and personal solutions which others had not. He also went above and beyond in terms of ensuring I had full understanding and confidence in the ideas and structures we put in place - exactly what I needed to be a good steward of what I've been trusted with. Done and dusted - I can focus on other important things in my life - thanks.
Joseph took the time to come out to my office and explain the four posts of my Financial Safety Net (Life , Disability, Critical Illness and Income Protection Insurances). He reviewed my existing policies, that I set up years ago, and was able to improve on some and so we replaced those. For the income protection insurance, that I had set up previously, it was better that what is currently available as a result of regulatory changes, so Joseph left this in place, so that I did not lose something that is better than what is currently available. Finally, Joseph set me up with a health insurer (AIA) that gives me weekly $5 rewards for staying active, and I'm on my way to getting to a status where I will get 50% off one international flight and one domestic flight every year. Thanks again Joseph for all your help!! Matt Taylor
My partner and I would like to express our gratitude to Joseph and Mari in helping us to get unconditional financial approval with a lender who requested a document that was so tricky to provide. Joseph contacted us regularly, so that we were in the loop. Whenever, we have questions or concerns, Joseph would respond relatively quickly. With his professionalism, he is a broker that we can trust and will definitely use his service again. For a first home buyer who isn't sure about the process of getting a home loan, Net Gain Financial will definitely be the first choice!
Joseph and Net Gain Financial helps us to obtain an unconditional finance approval with 100% offset accounts for both fixed and variable rates. Our situation is complex and unique, in the sense that one of us is still a student. Although our situation is complex, he works tirelessly to resolve any challenges. Joseph works closely with us. He is extremely responsive and always update us and keep us in the loop. This is our first time getting a loan. He carefully explains the house buying procedure and the procedure of getting a loan. Joseph and his team have demostrated utmost professionalism. I would not hesitate to recommend Joseph and Net Gain Financial to anyone wanting to get a home loan for a new purchase. Unfortunately, I can only give 5 stars. I would definitely give 100 stars if I could.