Blog - UFINANCIAL

20 Nov 2023

Small business loans: Tips and strategies for success

Discover a wealth of expert insights, strategies, and know-how to secure optimal lending, fueling financial success and empower the growth…

UFinancial

Accounting, Financial Wealth

16 Nov 2023

Partnership announcement: UFinancial and Court Financial Services

National brokerage joins forces with UFinancial

UFinancial

Accounting, Financial Wealth

16 Oct 2023

Talking money in relationships

Learn how to tackle money talks with your partner. Here’s 7 tips to help you navigate financial discussions in relationships.…

UFinancial

Accounting, Financial Wealth

06 Oct 2023

Why some Australians are facing unexpected tax bills

Discover the factors causing unexpected tax bills in Australia’s 2022/23 tax season. Explore the impact of the disappearing LMITO, income…

UFinancial

Accounting, Financial Wealth

08 Sep 2023

6 Reasons for consolidating credit card debt into a home loan or personal loan

Credit card debt can often be daunting and often sidelined. But fear not, for there is a path to freedom–…

UFinancial

Accounting, Financial Wealth

22 Aug 2023

How to strategically multiply your investment portfolio

While there’s no one-size-fits-all approach, a strategic and well-informed plan can help you multiply your investment portfolio over time.

UFinancial

Accounting, Financial Wealth

07 Aug 2023

Units or houses: Which is the better investment?

When it comes to real estate investment, the age-old debate between units and houses continues to perplex investors.

UFinancial

Accounting, Financial Wealth

02 Aug 2023

The Importance of Financial Planning

Uncover the power of financial planning in securing your future. Explore strategic decisions for a stable, prosperous life.

UFinancial

Accounting, Financial Wealth

28 Jul 2023

Unlocking success in a digital age: The power of exceptional customer service

Discover the path to success in a digital age with the transformative power of exceptional customer service, where the priority…

UFinancial

Accounting, Financial Wealth

17 Jul 2023

Financial Tips for Small Business Owners

Managing cash flow, securing financing, bookkeeping best practices, and optimising financial operations for small businesses.

UFinancial

Google Rating

5.0

Based on 207 reviews

UFinancial

5.0

Christian Serrano

1701300180

Have dealt with financial.for two of my properties already and its a breeze dealing with them and taking care of updating my existing loan with the banks after getting the loan Daniel Welsh have assisted me through all the process, excellent to deal with and took care.with me all throughout.Giving him 6 stars if it could.

Andrew Sherry

1701051429

Daniel and his team were excellent from loan application to post settlement, made the process as streamlined as possible, I would highly recommend them to anyone, thanks again.

Karen Donaldson

1700947609

My husband and I received fantastic service and support beyond our expectations. Daniel was available for our ongoing questions and provided much needed support.We highly recommend Daniel and Ufinancial Torquay.

Jamie Agius

1700799388

Andrew was So good to deal with!Our situation wasn’t straight forward and they were very helpful and patientWould definitely use there services again.Great business

Laura Hay

1700796857

Daniel Walsh and the team at U Financial have been nothing short of amazing! The whole process has been seamless from start to finish. We were always kept well informed of where things were at and nothing was ever too much trouble. We could not recommend Daniel more highly. We will definitely be using him again in the future for any of our financial needs.

Thomas Dittmar

1700728793

I was fortunate to be recommended to UFinancial Torquay by a friend. My experience with the team, particularly Daniel, has been exceptional since day one. Their support throughout the legal intricacies of purchasing my first home made the entire process remarkably smooth. I cannot emphasise enough how effortless it was for me! Simply signing a few documents electronically and handling some mortgage paperwork. UFinancial Torquay truly exceeded my expectations, and I am genuinely delighted with my decision to choose them for such a significant milestone in my life.

Drew Twigg

1700679893

We have had the pleasure of working with UFinancial for 3 major purchases and several loan adjustments. The customer service, values demonstrated and communication from UFinancial were exemplary. I would recommend UFinancial to anyone seeking financial guidance for any of the services they offer. For us, it was navigating mortgages and we are ever appreciative of their service. You can guarantee a friendly, competent and capable team will be available to navigate this environment and help you gain the most suitable outcome for your needs.

Chloe Bowen

1700610328

Dealing with UFinancial has been so seamless & hassle free. All our stressors were put at ease & no hurdle was ever to high. Incredible outcome for our family. Highly recommend!

Stephen Pavia

1700217391

Had such a wonderful experience. Couldn’t recommend Marcel more, always goes above and beyond!!!!

Dean Spanos

1700181786

Mars and his team were super helpful in obtaining my construction loan with ease. Mars' knowledge, service and communication was great througout the entire process. My application was lodged and only a couple of days later it was approved.I would highly advise their services to anyone.

Kayla

1700175184

Mars and the team were so helpful and informative. They kept things so simple for us, everything was easily done over email with no fuss. They always kept me in the loop and updated me as soon as they knew something. Mars was only ever just a phone call away and would always answer promptly, and give great advice whenever I was unsure of something.Thanks so much Mars and team!!

Bruce Davies

1700113706

We had a very satisfying experience with UFinancial. We were updated on every stage of the application process & Nicole was extremely helpful with, what can, sometimes, be a stressful time. We originally dealt with Daniel who was, also, extremely helpful in sourcing a new lender for us to refinance with. We would highly recommend UFinancial.

Lauren Heatley

1700036035

Mars was able to get a home loan for me, even though I was a contract worker and then started a permanent role. I had been with 2 other brokers that were terrible and they lied to me.

Syreeta Te Paa

1699957165

We recently needed assistance with a loan, and were guided through the whole process with real ease. Laura and the team at UFinancial were fantastic to deal with. Hard to say a bad thing really..very knowledgeable, helpful, professional and great communicationWill use again 😊

John Pocock

1699912345

I found Bryce and the team at UFinancial, competent, extremely timely and appreciative of the constant feedback as he successfully procured our financial needs. I will strongly recommend him and UFinancial in the future.Thanks once again.Dr. John W Pocock

Jude Rus

1699834697

The team at UFinancial did an amazing job sorting out a specific package to solve my requirements. Their customer service and communication was top notch. I'd highly recommend.

Marco Dardano

1699833784

I am so grateful to UFinancial for helping me buy my home. The process was smooth and easy, and Mars was always helpful and very knowledgeable. I would highly recommend UFinancial!

Laura Joske

1699579976

Mars was fantastic, he was available whenever we needed and got us a great result. His communication and expertise made the process seamless. Would highly recommend.

Bonnie T

1699563052

Bryce & the team were fantastic in helping us find the right home loan & with refinancing. Great customer service and follow through, every step of the way.Would highly recommend Bryce & the UFinancial team! :)

colin stow

1699498621

We had a friend recommend the accounting services at U financial and Raj Saran was amazing. It was all done remotely and the communication was top notch. We were then refered to there financial advisor Daniel Aiello and he helped us cater a package to help us secure a comfortable future. He gave us honest, clear and realistic advice and we were so impressed. Then for the hat trick we spoke to Daniel Walsh the mortgage broker who again gave us honest and clear advice to help us setup a new loan with a new lender. Daniel and his team were all so supportive and clear and encouraged us to ask as many questions as we needed to get the result we needed. Highly recommend this team and I can't see us moving from the services anytime soon. Thanks again team!!

Cameron Williams

1699406268

Both Sam and Meral were a pleasure to deal with, thank you 😊

Lilia C

1698992097

Bryce, Nicole and Raiza from U Financial has made our refinancing journey extremely easy and worry free.They are great at communicating on what we need to do to enable them to do their job. The team is extremely professional and regularly updates us on the status of our application until the end.We will happily recommend them to our friends and family.

Jo KW

1698634308

Lucas assisted us with the purchase of our first investment property. He is very knowledgeable and accommodating. Thanks again Lucas for the great service.

Bhavna Purryag

1698107634

Very professional and work within their best abilities to make sure they can achieve the best outcome for their client .Very happy with the service

geerish seebaluck

1698104169

Great service and attentive to details. Very pleased with our recent experience. We have been known ufinancials for over 5 years and many more to come for sure

Mel

1697840497

I just purchased a new property with ufinanical and could not have done so without this business. The process from start to finish and the information they had to help me along the way, has been so beneficial. Guys, thank you for everything, I am finally HOME!

Laryssa Poulos

1697428868

Nothing short of wonderful! Lucas was such a pleasure to deal with and accomodated any question large or small. Cannot recommend highly enough! Thank-you Lucas and UFinancial team for the amazing journey, Adam and I cannot thank-you enough.

RICKY BUSH

1697423295

Been very easy working with Laura and the team in securing our settlement for our investment properly.

Kemsley Kelly

1696498027

UFinancial have been a pleasure to refinance through as they have always been available to answer any questions. The whole process from start to finish has been seamless and very little hassle. I would be more than happy to use them again in the future..

sailesh Kumar

1696463963

Sincere thanks and gratitude to each one of you at Ufinancial .Special thanks to Andew, Sam,Adriane & Rene for being so wonderful and gracious to us during the entire process,each of your knowledge and expertise made the process smooth and easy to understand for us.Thank you from the bottom of my heart for all of your help to get the loan approved and then following with our bank to get all payments released on time without any issue.It has been a pleasure to work with all of you and I will surely say ” “Ufiance will always be my go-to!”Thanks again ,you guys are amazing!

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Small business loans: Tips and strategies for success

Partnership announcement: UFinancial and Court Financial Services

Talking money in relationships

Why some Australians are facing unexpected tax bills

6 Reasons for consolidating credit card debt into a home loan or personal loan

How to strategically multiply your investment portfolio

Units or houses: Which is the better investment?

The Importance of Financial Planning

Unlocking success in a digital age: The power of exceptional customer service

Financial Tips for Small Business Owners

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