Compare A Broker Directory
Menu
Get a quote

Wealth Plus Group

Updated 2026-08-30 · 4,552 reviewed · 434 listed · Scored from 61 Google reviews · How we rank ›

5.0(61) 90 composite score See reviews on Google ✓ Google-verified
First Home Buyer LoansInvestment Property FinanceRefinancingCar & Personal LoansMortgage BrokerConstruction & Building LoansCommercial & Business Finance
Wealth Plus Group
Location
Perth
Services
First Home Buyer Loans, Investment Property Finance, Refinancing
Reviews
61
Ranking
#1 in First Home Buyer Loans
Best for
Clients seeking long-term superannuation and retirement planning with a personal adviser who explains decisions clearly.

Core details are sourced from this business's Google Business Profile (checked 2026-08-30). Website-sourced details were fetched 2026-07-30.

What do recent reviews say?

Clients have stayed with Wealth Plus for decades, citing staff who turn financial jargon into plain language and answer calls reliably. Darren Potter, Jackson, Stuart, and Katie appear consistently across reviews as the faces behind steady advice on superannuation, retirement, and mortgages, each named reviewer describing years of straightforward guidance and no pressure.

The practice spans superannuation planning, refinancing, retirement strategy, and home loans; reviewers uniformly praise their willingness to explain options without hype. Long tenure with the business-many clients mention 15 to 25 years-suggests service that earns trust rather than demands it.

Praised for
  • knowledgeable and approachable staff
  • clear explanations of complex topics
  • long-term client loyalty
  • professional and honest service
  • personal attention and follow-up
knowledgeable-brokerexplained-clearlyreliable-followupresponsive-communicationpatient-with-questionswent-above-and-beyond
Best for: Clients seeking long-term superannuation and retirement planning with a personal adviser who explains decisions clearly.

What are they good at?

  • explains financial strategy in plain language
  • long-serving, named advisers (Darren, Jackson, Stuart, Katie)
  • no pressure approach; tells clients exactly what they need
  • multi-generational client relationships

Worth knowing

  • Darren Potter: frequently named adviser, 15-25 years with clients, superannuation and retirement focus
  • Jackson: mortgage and lending adviser
  • Stuart and Katie: lending and client support
  • Clients report 15-30 years tenure with the business
  • Mortgage broking mentioned alongside superannuation and financial planning

What reviews say by service

First Home Buyer Loans
No review text directly addresses first-home-buyer loans.
Refinancing
Refinancing advice available; one review names Jason as mortgage broking contact.
Mortgage Broker
Home loan and refinancing services credited with helping clients reach debt-free retirement.

How it compares

  • Rated 5 against a 4.92 average across the 365 first home buyer loans businesses listed here.
  • Has more Google reviews than 75% of the businesses in this directory.

How we scored this

Scoring Method
Star rating 98
Review volume 78
Review recency 100
Review sentiment 81
Profile completeness 100
Verification 30

Rating breakdown

5
59
4
2
3
0
2
0
1
0

FAQ

Do you work with first-time buyers or just existing clients?
Reviews mention long-standing multi-decade relationships; no review text addresses new first-time buyers specifically.
Can you help with superannuation and home loans together?
Yes. Reviewers describe using Wealth Plus for both superannuation/retirement strategy and mortgage broking, often with the same adviser guiding both.
Who would I work with?
Darren Potter, Jackson, Stuart, and Katie are named across recent reviews; the business states they have been operating 30+ years, suggesting established team.
Request a quote

Similar mortgage brokers nearby

iSecure Loans
85

iSecure Loans

5.0(19)✓ Google-verified

All 19 five-star reviews centre on Dau Pham, the principal broker. Clients consistently praise his patience in explaining loan options, his fast responses to questions, and his willingness to revisit rates and restructure deals after settlement. First-time buyers highlight how he simplifies complex processes; long-term clients describe decade-long relationships built on trust and tailored advice across mortgages, refinancing, and investment loans. No complaints appear in the review set.

First Home Buyer LoansInvestment Property FinanceRefinancing
View profile
Finance 365
93

Finance 365

4.9(348)✓ Google-verified

Over years of service, Finance 365 consistently earns trust through brokers who remember clients' names and their financial history. Reviewers credit Oliver, Carlee, Adam, Alun, Dan, and Albina for turning what could be daunting into straightforward transactions. They helped first-home buyers navigate FHOG applications and building loans, refinancers save money on rate reviews, and borrowers with complex situations land loans quickly. Minimal paperwork, prompt replies, and brokers who follow up proactively stand out across the reviews.

First Home Buyer LoansSelf-Employed & Low-Doc LoansInvestment Property Finance
View profile
Able Finance
72 low data

Able Finance

5.0(8)

All eight reviews are five-star. Reviewers praise Darin and the team for making the loan process feel straightforward, explaining things clearly, and staying organised behind the scenes. Multiple reviewers have used them for multiple purchases over years, citing their professionalism and willingness to take on tricky cases without hesitation.

First Home Buyer LoansInvestment Property FinanceCar & Personal Loans
View profile

Own this business? Get featured

Own or market a business here? Ask about featured placement and advertising on this directory. Your message goes straight to the directory team.

Last updated 2026-08-30