Richard Cohen

Leo Becker

We had interviews with several brokers before buying our first property, and Richard was clearly the best choice. He was knowledgeable, responsive, and genuinely helpful at every step - answering our questions and explaining each step of the process in detail. Buying an apartment and all financials around it can be stressful, but he made it easy. Highly recommend if you want someone reliable on your side.

Priscilla De La Piedra

We couldn’t recommend Richard and Michael highly enough as mortgage brokers! They were incredibly attentive, caring and genuinely invested in making the whole process as smooth and stress-free as possible for us. What really stood out to us was the level of care Richard showed throughout the process, even while he was overseas. He continued to stay on top of everything and made sure nothing was missed. It really showed us how much he cares about his clients and the outcome for them. There were a number of moving parts throughout the purchase and Richard was incredibly proactive in making sure everything was organised and completed on time. He was always available to answer our questions and took the time to make sure we understood everything along the way. We always felt like we were in safe hands. Thank you so much, Richard and Michael, for your patience, professionalism, expert advice and genuine care throughout the entire process. We’re so grateful for everything you did to help us get into our dream home. We couldn’t recommend Sum Finance highly enough and would absolutely use them again!

Koby Baron

Richard is very knowledgeable and patient - always making me feel like I could ask as many questions as needed to be assured. He’s quick to respond and helped us secure a great deal. Highly recommend.

David Glasser

Incredible service from Michael and Richard - We will definitely use Sum Finance in the future. Great advice, honest, very efficient and got us a great outcome. Highly recommend!

sam weiss

Richard was so helpful. Every question, every phone call, Richard was calm, friendly and super informative. We definitely recommend his services if its your 1st or 5th property!

Tony Has

I had many fantastic experiences with Sum Financial. Richard has an exceptional level of industry knowledge and really stands out for the way he takes the time to understand my individual needs. His product knowledge is outstanding, which gave me confidence and ultimately led to the best possible outcome for my situation. What really sets Richard apart is his ongoing service — he completes regular check-ins and always makes me feel like I’m his only client. The level of care and attention is exceptional and truly goes above and beyond. Highly recommend Richard and Sum Financial to anyone looking for professional, reliable, and personalised service.