YB Financial Advisory Ltd Reviews 27

Elliott is so easy to deal with. Very supportive, professional and responds in a timely manner.
Their collaborative approach is refreshing.

It was a real pleasure working with Elliott at YBFA to successfully get this deal live. Throughout the process, Elliott maintained excellent communication, consistently keeping me updated on all client conversations and key developments. He was proactive in making the right introductions to third-party stakeholders at the appropriate times, which helped ensure a smooth and efficient transaction from start to finish. Elliott also did a great job managing the client’s expectations, setting clear timelines and ensuring alignment across all parties. A very collaborative approach that made the entire process seamless and effective — I look forward to working together again.

Recently completed my first case with YBFA, helping a client secure a revolving credit facility to assist with the purchase of additional investment properties. Alec was extremely knowledgeable and worked tirelessly to ensure the deal completed as smoothly as possible. Great to work with him and looking forward to the next case

YBFA and specifically Alec have become an incredibly valued partner to our family run property business. We engaged with YBFA on our first renovation project and the service provided by Alec was exceptional throughout. He guided us seamlessly through securing our first bridging loan to purchase the property, helped us manage the loan ongoing during the project and then helped us quickly change our finance product to ensure we could retain the property long term whilst providing a rental to the market. Big thanks from FAPG and looking forward to working together more going forwards.

Great company to work with , always keeping you updated on what’s needed and more than happy to help with they can , Katie is hands down the best Iv worked with and get on with great , always going out her way to help and to push forward .

YBFA have helped me to get two commercial loans this year offering an excellent service and i would not hesitate to recommend them to anyone.

Kate at YBFA worked tirelessly to help us get through the red tape of finance successfully! Thanks so much

Paul, Kate and George have been fantastic! Its not been a simple transaction/process but they've been there every step, communication has been great, also got back to me quickly when I've had enquiries and everything is processing smoothly. Highly recommend

My latest property purchase was the second time I have worked with YB Financial Advisory Ltd and I would not use anyone else.

Working closely with Paul and Kate has been great. Their attention to detail and customer service could not have been better. Kate was fantastic throughout, communicating updates on a regular basis and going above and beyond on a daily basis.

Thank you and I look forward to working together on the next purchase.

I've known Paul for several years, so when I required a reputable and trustworthy finance partner, I immediately knew he was the right person to handle our business needs. He made the entire process straightforward and maintained complete transparency throughout. Paul was particularly proactive in ensuring things progressed smoothly and met every deadline. I honestly couldn't recommend him highly enough.

Sean and Lee have been absolutely brilliant throughout our refinancing process. From the initial meeting until completion they have been efficient and have kept us informed through every step. I would happily recommend them to anyone I know and be confident that they would receive the same suburb treatment.

Have worked with Paul, Jake, and Ryan for some time now. They have helped us with multiple deals covering various scenarios over the years. Their Service is always provided professionally, in our best interest and at a good price. Look forward to many more.

Paul has once again gone above and beyond finding me the best deal and keeping involved right up till completion making sure everything is sorted. Wouldn't use anybody else

Straightforward an helpful approach with a property deal we were putting together. Paul made the whole task and enjoyable one.

We recently used the services of YBFA for a business growth loan, and I couldn't be happier with the experience. From start to finish, Jake and the team managed everything efficiently, demonstrating a deep understanding of our business needs. Their professionalism and dedication ensured a smooth process throughout. I highly recommend YBFA to anyone seeking financial services.

Kate and jake were brilliant helped me get round a small issue with my mortgage and found a suitable replacement. I will 100% be using for all my property deals going forward!

Excellent professional service, highly recommend.

I recently secured financing with the assistance of YB Financial Advisory, where I worked with Jake Richardson. He simplified the entire process, guiding me through each step and consistently being available to address any inquiries. I wholeheartedly endorse both Jake and YB Financial Advisory.

I would happily recommend working with YB Financial Advisory. Whilst raising finance for a property acquisition I experienced challenges along the way, YBFA showed their knowledge and experience and achieved the goal I set out. I will be certainly working with them again in the future.

Jake was amazing to work with! He kept on top and everything and gave us great advice. Highly recommend.