Julie Wang

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.

Kerry Liberona

I am a Financial Adviser and I regularly introduce my clients, including mum and dad investors, business owners and self-managed super fund trustees, to Julie to discuss their mortgage, financing strategies and overall debt positions. Julie’s background as a CPA and Property & Finance Strategy Specialist is a significant benefit to my clients, as she looks beyond the loan itself and carefully considers the broader strategy, cash flow, tax implications and long term wealth creation goals. Julie has extensive experience in complex lending structures, SMSF lending, business cash flow management, debt restructuring and property finance strategies. I would highly recommend Julie to anyone seeking clear, strategic and tax-effective advice around mortgage finance, business lending and investment property strategies.

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.

Tom

Signed up with Julie as our broker during 2025 and she’s been great to work with ever since. Her service and communication has been stellar. I’d recommend her to anyone I knew.

Steve Salgo

My wife and I have worked with a number of good mortgage brokers in the past. However, Julie's knowledge, experience, and pragmatic approach puts her in a class way above other brokers. In addition to assisting us in re-financing our complex home and investment property loans, Julie negotiated with lenders to secure a superb rate for another investment property purchase, and guided us through every step of the purchase. Furthermore, she was always on-hand (often late at night and on weekends!) to answer our many questions. We really can't thank Julie enough for all the time, effort and advice she has given us. She truly is a pleasure to work with.