Charter Finance Reviews 8

TrustScore 4.5 out of 5

4.3

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Company details

  1. Mortgage broker

Written by the company

Charter Finance's mission is to improve the lives of as many families as possible through managing our clients' most important material assets. All too often, people borrow money on terms and conditions that suit the lender, not them. We ensure our clients use the banks debt to grow their own wealth, not the banks. Financial wellness is most often achieved through managing ones (most usually) biggest material asset(s) effectively. While an important pillar, it's not just the upfront rate, but what you do with your finances, once you start accumulating properties. Please give our team a call today to start taking control of your future. 1800455118


Contact info

4.3

Excellent

TrustScore 4.5 out of 5

8 reviews

5-star
4-star
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Rated 5 out of 5 stars

Personalised

Personalised, professional, diligent approach at all times. Continually looking for best deals post-settlement without me needing to request. Thank you!

31 March 2023
Unprompted review
Rated 5 out of 5 stars

Fantastic company and great to work with

Have worked with Charters Financial Services for several mortgages and their service is exceptional. Quality advice and very thorough. Nothing is too much hassle and really great at communicating updates on the process. Great team and fantastic service. Would really recommend them highly

18 May 2022
Unprompted review
Rated 5 out of 5 stars

Outstanding Service

I cannot speak highly enough of the service provided by Simon and Beccy at Charters Financial Services. Our transfer to a different mortgage product was handled wonderfully, and all worry and concerns were dealt with professionally, and in a timely manner. We had real confidence in their ability to understand our needs and to lead us step by step through the process, and they gave as much time as needed to ensure we understood things. Thank you!

15 November 2021
Unprompted review
Rated 5 out of 5 stars

My experience with Charters Financial

I cannot speak highly enough of Kevin, Beccy and the team at Charters Financial. If you are looking to mortgage or remortgage and want sound advice then look no further. They have helped me through two mortgages now and every time I deal with them I have no doubts about the process and it going through smoothly.

Ben Young

2 November 2021
Unprompted review
Rated 5 out of 5 stars

I cannot rate these people too highly

I cannot rate these people too highly. Initially, Danny worked tirelessly on my behalf to secure a mortgage for me when lenders generally were being less than forthcoming because of my age, despite my income and assets. He just simply would not give up, but kept on determinedly until he got a loan and at a decent rate. And then, eighteen months later, Lauren contacted me to suggest she could get me a better rate. One short phone call to me and she came back less than week later with the deal wrapped up and with zero effort on my part. Throughout the negotiations I was kept fully informed and during the term of the loan Dean has checked in with from time to time to ensure all is going well. These people go beyond anything I would ever have expected from a mortgage broker and I simply could not recommend them too highly. Straightforward, smart, diligent, caring, honest, tirelessly hardworking - for what more could you ask?

11 May 2021
Unprompted review
Charter Finance logo

Reply from Charter Finance

Hi Karen, thanks for the awesome review! We love having valued clients like you.

Rated 5 out of 5 stars

HIGHLY recommend

Honest, reliable and got me the most incredible deal better than my direct relationship with the bank. The follow up service and loan reviews is incredible, rather than 'never heard from again' experience I have had previously I was blown away and have continued onto my 3rd loan with them now - HIGHLY recommend

21 October 2020
Unprompted review
Rated 5 out of 5 stars

Excellent help with home loan and my…

Excellent help with home loan and my debt servicing needs. Thoughtful and highly professional approach in assisting my long term financial plans. Would highly recommend these guys are great!

21 April 2020
Unprompted review

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