I can’t say enough for the service that Robert and the team at St Clair Financial Planning provided us with. Not only did they provide me with a very fast response and excellent market rates when getting a mortgage, they also provided an excellent service once again when it came to transferring the mortgage across when we wanted to move house. In the past we have gone directly to the big banks for our mortgages, but as a broker Robert has contacts and can pull strings that others can’t. We would definitely use and recommend St Clair Financial Planning again without hesitation.
Thanks again!
I have worked with St Clair on numerous occasions over the last 8 years, most recently in June 2024. I have always found them to be very responsive, even out of hours on occasion, and very professional. They make any engagement easy for me and their new client portal made it even easier. I wouldn’t use any other company going forward.
I have had a number of dealing with Robert and Nicole over the past few years and have found their advice and service second to none. In what can be a difficult and stressful process they understand the need to explain, give advice and act quickly which they do every time. I have worked with them for our own property and also when helping some first time buyers with their purchases. I have also recommended to lots of the community who all give the same feedback. First class company!
We hadn’t used a mortgage broker before when buying a house – there were several complications to the purchase and Robert was responsive and helpful; I would certainly recommend them to others.
I would highly recommend Robert. He has truly gone above and beyond for us in our personal finances. His advice has been straightforward, uncomplicated and on point. He responds quickly and with clarity, and moreover, takes the initiative in keeping us up to date with current economic developments where they affect our situation, proactively suggesting ways we can make simple, effective improvements to our mortgage. We would recommend his services with confidence. The level of service is beyond what I have experienced for a long time.
We’ve had a great experience with Robert and the team at St Clair financial planning – everything was done quickly, efficiently and with great communication, and I knew Robert was there to provide expert help when difficulties arose. Overall it felt like we were in very good hands – sorting the mortgage was one less worry amongst all of the things we had to sort about when moving house!
I first used Robert over 8yrs ago and he has looked after out mortgage arrangements ever since. He takes the pain out of form filling and is fair and very straightforward to deal with and has been brilliant at understanding complex income streams so they can be combined to meet the needs of the lender. Theres not many mortgage advisors you get emails from at 5.30am or 11pm!
I was referred to St Clair Financial Planning through UBT and other members of the community, and the experience has been excellent. From the very start, Robert knew the kind of deal I was after and he provided excellent advice each step of the way, clearly explaining everything I had questions on. The deal I ended up with exceeded expectations and was under budget. The fees represented excellent value for money. I would highly recommend!
I purchased a house via an auction, with only 1 month to find the funds required. In this somewhat difficult situation, Robert managed to get a mortgage sorted in lighting fast speed, and in the process put us at ease in what was a stressful situation. There is no question, I will be using you again in the future, when I need to re-mortgage Myron F
I would highly recommend your services. After failing to achieve a mortgage with our usual broker you acted fast with confidence and succeeded to secure a 5 year fixed mortgage in difficult circumstances. Very much appreciated.
