Julie Wang

Justine Tabone

Julie supported us through the purchase of our first home together with great skill and care. She was able to zoom out and understand the big picture of what we were trying to achieve and supported us with a clear strategy and walked with us step by step through the whole process. Julie also activated her trusted network of colleagues who also assisted us with various services, making the end-to-end process a positive experience. Thank you Julie!

Shanna Rogan

I engaged Julie’s service when I needed help with a fairly complex financial situation involving both my business and personal finances and I’m so glad I did. Rather than focusing only on the home loan, Julie took the time to understand my overall financial position, including my business income, cash flow and long-term plans. Her background in accounting and finance gave me confidence that she was looking at the bigger picture, not just finding a lender. She explained everything clearly, worked through different scenarios with me and came up with a strategy that suited both my current needs and my future goals. I never felt rushed, and every recommendation was practical and easy to understand. If you’re looking for someone to help with a mortgage, refinancing, business finance or planning your next property purchase, I highly recommend Julie. She’s knowledgeable, professional, genuinely cares about her clients and always goes above and beyond to achieve the best outcome.

Tim DBras

Julie was our mortgage broker for the purchase of an investment property, however, as with other reviews I've seen here, we found her to be very knowledgeable and able to help across all areas of the property purchase cycle. She is motivated, proactive and always eager to assist but above all I found Julie to be genuinely committed to securing the most favourable outcome for us. I wouldn't hesitate to highly recommend Julie's (many) services to others.

Clea Jones

Julie helped me to create some financial breathing room and for that I am immensely grateful. She didn't stop until she unearthed a solution, liaised with the lender on my behalf and stayed in touch until the deal was done. I really appreciate your efforts Julie!

Justyna J.

Before meeting Julie, we had dealt with banks, agents, and the buying process on our own, and honestly found it quite stressful and overwhelming. Since engaging Julie, she became our go to person for everything… not just finance, but strategy, lender options, property advice, negotiation guidance, connecting us with the right solicitor, and helping us navigate every step of the journey. Having someone with Julie’s CPA background, property knowledge, and genuine care made a huge difference. She was always available, incredibly responsive, and helped us make confident decisions throughout what could have been a very stressful process. We are now happily settled in our new home and truly grateful for Julie’s guidance, strategy, and support. We would highly recommend Julie to anyone looking for much more than just a mortgage broker.

Nan Pro

I first met Julie in 2008, at a time when I was in a very challenging financial position. I was asset-rich but cash-poor, and feeling completely overwhelmed. Julie took the time to understand my situation and was able to restructure my loans and consolidate my debts, which made an enormous difference and helped me get back on a much stronger financial footing. Since then, I’ve returned to Julie several times for help securing new lending and restructuring my portfolio, and I’ve always felt confident knowing I was in capable hands. Most recently, she helped me purchase a property through my Self-Managed Super Fund, which was a particularly complex process given the limited number of lenders in that space. Julie was instrumental in making it happen — not only securing the loan, but also arranging a deposit bond for the 10% deposit at short notice. Throughout the entire process, Julie and her team were responsive, supportive, and incredibly committed, even while working within very tight timeframes. I’m genuinely grateful for Julie’s expertise and guidance over the years, and I wouldn’t hesitate to recommend her to anyone looking for knowledgeable, trustworthy, and caring support.