Nick Surace

Connie Lee

My partner and I have recently worked with Tina Tran in the financial advice space and Nick Surace to refinance our mortgage. We have felt very supported throughout the process and are confident that the advice we have received will put us in a significantly better financial position. We look forward to continue to working with Tina and Nick in the years to come to help us stay on track and achieve our financial goals.

Bo

Nick and his team take time to communicate the process and help you understand each step from beginning to end.(pros and cons). They guide you through the best options, breaking down the complex systems, Nick explained this in simple terms before you make your decision. They are consistent in checking in and they have time for you to make sure you understand and supportive through thorough communication. Keep the good work Nick and Team. Thank you for the support through the process and appreciate your knowledge in this space.

Bo

Nick and his team take time to communicate the process and help you understand each step from beginning to end.(pros and cons). They guide you through the best options, breaking down the complex systems, Nick explained this in simple terms before you make your decision. They are consistent in checking in and they have time for you to make sure you understand and supportive through thorough communication. Keep the good work Nick and Team. Thank you for the support through the process and appreciate your knowledge in this space.

James Declase

The team and Sufficient Funds went above and beyond to help my wife and I with the purchase of our first property. Given it was always going to be a daunting experience, no question was too small for them and they always took the time to answer us with any of our queries. A massive thank you to Nick who really went the extra mile to make sure that the process was as smooth as it could possibly be. I cant recommend them enough, if we ever have any financial needs in the future I will be sure to use them.

heath teelow

Nick and the Sufficient Funds team are absolutely 10/10! They were there every step of the way and always available to answer any questions. They made the whole process smooth and stress-free. I’d definitely recommend them to anyone looking for great service and support!

Kate

An easy five stars for James, Nick and the team at sufficient funds! For someone who cringed at money talk and was intimidated by the world of investing, I was so well supported by the team to consider it beyond a finance chat, and moreso …