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Wealth & Security Planners

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

5.0(4) 72 low data composite score See reviews on Google ✓ Google-verified Publishes prices
First Home Buyer LoansMortgage BrokerCommercial & Business Finance
Wealth & Security Planners
Services
First Home Buyer Loans, Mortgage Broker, Commercial & Business Finance
Reviews
4

What recent reviews say

Kerry Franklin and the team deliver patient, hands-on guidance through mortgage and financial planning, keeping clients informed at every step. Reviewers praise her availability and expertise in steering first-time buyers through complex decisions.

Based on limited recent reviews, so treat this as low-confidence.

Praised for
  • knowledgeable staff
  • patient communication
  • hands-on guidance
  • professional service
knowledgeable-brokerpatient-with-questionsresponsive-communicationgreat-with-first-home-buyers
Best for: First-time home buyers seeking patient, accessible mortgage guidance.

Strengths

  • Named broker Kerry Franklin praised across reviews
  • All-hours email and phone support
  • Relationship-based approach to complex decisions

Worth knowing

  • Kerry Franklin: named broker, praised for availability and patience with queries
  • All-hours communication by email and phone
  • Specialises in guiding laypersons through mortgage and financing complexity

What reviews say by service

First Home Buyer Loans
Kerry shows patience and guides first-time buyers through unfamiliar mortgage concepts.
Mortgage Broker
Hands-on broker service with continuous updates and accessibility across email and phone.
Commercial & Business Finance
Described as offering all manner of financial planning solutions; limited review detail on this service.

How it compares

  • Rated 5 against a 4.95 average across the 145 commercial & business finance businesses listed here.
  • Has more Google reviews than 27% of the businesses in this directory.

How we scored this

Scoring Method
Star rating 95
Review volume 30
Review recency 68
Review sentiment 65
Profile completeness 100
Verification 30

Rating breakdown

5
4
4
0
3
0
2
0
1
0

Common questions

Is Kerry available outside normal business hours?
Reviews mention she responds to queries via email and phone at all hours.
What are the initial costs for financial advice?
The business's website lists engagement fees from $660 p/a, reports from $1,650 p/a, and advice from $2,640 p/a or $330/hr for adviser time.
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Last updated 2026-07-30