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The Finance Yogi

Updated 2026-09-30 · 6,637 reviewed · 442 listed · Scored from 51 Google reviews · How we rank ›

4.9(51) 88 composite score See reviews on Google ✓ Google-verified
RefinancingMortgage BrokerFirst Home Buyer LoansInvestment Property FinanceConstruction & Building LoansSelf-Employed & Low-Doc LoansCommercial & Business FinanceCar & Personal Loans
The Finance Yogi
Location
Wanneroo
Services
Refinancing, Mortgage Broker, First Home Buyer Loans
Reviews
51
Ranking
#53 in Refinancing
Best for
First-time home buyers, refinancers, and investment property buyers seeking transparent, hands-on guidance and timely approvals.

Core details are sourced from this business's Google Business Profile (checked 2026-09-30). Website-sourced details were fetched 2026-09-30.

What do recent reviews say?

Every review from the past year is five stars, with consistent praise for clear communication and professional handling of loan applications from start to finish. Clients repeatedly name team members for responsiveness and knowledge across home, investment, construction, and refinancing scenarios. The team provides practical advice on loan structure and timelines, and follows through proactively to keep borrowers informed at each stage.

Their website claims 13+ years in business, covering Wanneroo, Joondalup, Hillarys, Perth, and growth suburbs. Recent reviews highlight settlement handled smoothly, faster-than-expected approvals, and clients becoming repeat borrowers or referring friends. No recent concerns surface in the review text.

Praised for
  • knowledgeable and transparent guidance
  • responsive communication and proactive follow-up
  • smooth loan process from pre-approval to settlement
  • goes above and beyond for clients
  • clear explanations and tailored solutions
responsive-communicationexplained-clearlywent-above-and-beyondknowledgeable-brokergreat-with-first-home-buyerssmooth-settlementreliable-followupfast-approval
Best for: First-time home buyers, refinancers, and investment property buyers seeking transparent, hands-on guidance and timely approvals.

What are they good at?

  • 13+ years serving Perth metro and growth suburbs
  • full suite of loan types from first home to construction and business finance
  • hands-on team follow-up from pre-approval through settlement
  • transparent comparison of loan options tailored to your circumstances

What reviews say by service

First Home Buyer Loans
Clear guidance and structured approach from pre-approval to settlement praised for transparency and responsive management
Refinancing
Professional handling of refinance scenarios with practical solutions tailored to family circumstances and repayment stress
Investment Property Finance
Smooth loan approval and helpful team knowledge through full investment property purchase journey
Construction & Building Loans
Full support from land purchase through design and pre-starts with proactive communication and timelines
Mortgage Broker
Consistent praise for knowledgeable team guidance, clear explanations of loan options, and proactive follow-up across all loan types

How it compares

  • Rated 4.9 against a 4.93 average across the 315 refinancing businesses listed here.
  • Has more Google reviews than 70% of the businesses in this directory.

How we scored this

Scoring Method
Star rating 94
Review volume 75
Review recency 100
Review sentiment 81
Profile completeness 100
Verification 30

Rating breakdown

5
50
4
0
3
0
2
0
1
1

FAQ

Do you help first-time home buyers?
Yes. A recent first-home-buyer client praised their clear guidance from pre-approval through settlement, with transparent explanations of loan structure and fees.
What areas do you serve?
Their website lists Wanneroo, Joondalup, Hillarys, Perth, the northern corridor, and growth suburbs.
Can you help with construction finance?
Yes. A recent client used them for land purchase, home design, and construction loan pre-starts, reporting proactive support throughout.
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Last updated 2026-09-30