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Updated 2026-07-30 · 4,285 reviewed · 380 listed · Scored from 173 Google reviews · How we rank ›

5.0(173) 94 composite score See reviews on Google ✓ Google-verified
First Home Buyer LoansRefinancingInvestment Property FinanceCommercial & Business FinanceConstruction & Building LoansSelf-Employed & Low-Doc LoansCar & Personal LoansMortgage Broker
In Mortgage & Finance Services
Services
First Home Buyer Loans, Refinancing, Investment Property Finance
Reviews
173

What recent reviews say

Every review praises named brokers-Rob, Charlotte, Janine, Tim, Drew-for turning complicated finance into a straightforward experience. Staff explain options clearly, respond fast, and stay available through settlement. Reviewers return repeatedly and recommend to friends, calling them trusted advisors rather than vendors.

The team handles first-home buyers, refinances, and non-standard employment (FIFO workers, self-employed) with equal care. No complaints appear across 173 five-star ratings. Service spans Perth, West Perth, and Kalgoorlie, with Janine Carpenter and Rob Lowdon emerging as repeat standouts.

Praised for
  • knowledgeable staff
  • responsive communication
  • patient with complex situations
  • goes above and beyond
  • stress-free process
responsive-communicationwent-above-and-beyondexplained-clearlyknowledgeable-brokergreat-with-first-home-buyershandled-complex-situationreliable-followup
Best for: First-home buyers, refinancers, and self-employed or FIFO workers seeking straightforward, patient advice.

Strengths

  • named brokers with strong followings (Rob, Charlotte, Janine, Tim, Drew)
  • handles complex employment and non-standard cases
  • high repeat and referral client base
  • available throughout settlement process

Worth knowing

  • Rob Lowdon: repeat clients over 5+ years, handles first purchase through refinance lifecycle
  • Charlotte Rubbo: specialises in complex refinancing, praised for work with FIFO workers and non-standard employment
  • Janine Carpenter: director, director, steps in on complex cases, second-time clients
  • Tim: known for going above and beyond
  • Drew: manages settlement coordination and multi-party communication
  • Australian Credit Licence 387619

What reviews say by service

First Home Buyer Loans
First-home buyers consistently praise clear explanations, patient guidance, and stress-free process.
Refinancing
Complex refinance cases handled with persistence and knowledge; several reviewers refinanced multiple times with same broker.
Self-Employed & Low-Doc Loans
FIFO worker explicitly praised Charlotte for managing non-standard employment paperwork smoothly and clearly.

How it compares

  • Rated 5 against a 4.92 average across the 322 first home buyer loans businesses listed here.
  • Has more Google reviews than 93% of the businesses in this directory.

How we scored this

Scoring Method
Star rating 99
Review volume 97
Review recency 100
Review sentiment 81
Profile completeness 100
Verification 30

Rating breakdown

5
173
4
0
3
0
2
0
1
0

Common questions

Do you help first-home buyers?
Yes. Reviewers praise the team for clear explanations and stress-free guidance through the entire first purchase process.
Can you help with non-standard employment (FIFO, casual, self-employed)?
Yes. One reviewer specifically noted Charlotte Rubbo handled casual FIFO work smoothly, and another praised the team for managing a complex refinance during personal hardship.
Can I speak to the same broker for multiple loans?
Yes. Multiple reviewers worked with Rob or Janine for first purchase, refinance, and subsequent changes over years.

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Fortuna Advisory Group's team-particularly Sahil, Sumit, Parvinder Singh, and Anush-consistently wins praise for understanding client needs, delivering tailored insurance and financial solutions quickly, and handling claims with speed and transparency. Long-serving clients report seven to eight years of reliable advice and personable service. However, two recent one-star reviews flag fee escalation and billing confusion, with one client reporting charges that misaligned with auditor invoices and bookkeeping charges layered on top. A handful report communication lapses and delayed processing when service quality dipped, raising a caveat about consistency across engagements.

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Matched Finance

5.0(34)✓ Google-verified

Jack Olden delivers consistent, high-touch support that turns what could be stressful finance decisions into straightforward ones. Clients repeatedly note his speed, willingness to answer any question, and ability to find solutions others miss, whether structuring investor portfolios or bundling debt for first-home buyers. His trademark move is staying engaged when complications emerge and continuing to strategise behind the scenes. Even during holidays, he keeps applications moving. People mention being surprised how fast refinancing or approval happened, and trust him enough to recommend him to friends within months.

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Last updated 2026-07-30