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IDEAL Financial Group

5.0(37 reviews)See reviews ↓·Port Macquarie

What customers say

Based on genuine customer reviews

Expertise, reliability and attentive communication form the recurring themes across the feedback for this Port Macquarie finance brokerage. Clients returning for multiple transactions describe Jason Sherman as a knowledgeable professional whose guidance on lending and business finance stood out against earlier dealings with bankers. Several reviewers highlight how thoroughly he explained each stage, from initial discussions of options through to the loan being financed, with emails and calls answered promptly and questions welcomed. Home buyers securing finance for a new property, borrowers refinancing, and business owners arranging lending all feature among the accounts, and the same pattern appears each time: clear information, patience in explaining details, and a sense that clients' interests were placed first.

A detail many reviews return to is the ease of the process even when complications arose along the way, with hurdles handled calmly and outcomes delivered as promised. Repeat clients mention returning for future home builds and further loans, and the long-standing relationships described suggest trust built over successive transactions rather than a single engagement. Genuine warmth and a straightforward manner are noted alongside technical skill, with one client remarking on how pleasant and approachable the broker proved to be throughout.

Reviews

Reviews are taken from publicly available sources.

EW
Ellie West16 June 2026

Trusted and Reliable Broker. Jason has extensive knowledge in business and lending - something that was lacking in all our interactions with bankers in the past. He has supported us over multiple occasions and lending scenarios - each time he has delivered and communicated as promised and been extremely reliable throughout the end to end process. We are happy to recommend and that he will continue to get our business and support us in the future!

HH
Hayley Hanks22 April 2026

Having completed multiple transactions with Jason Sherman at Ideal Finance, we can confidently say his service is second to none. His expertise, attention to detail, and consistent communication make each experience smooth and stress-free. Jason is someone you can genuinely trust to deliver outstanding results every time. We wouldn’t hesitate to recommend him.

KE
Kym Elliott22 April 2026

Working with Jason was an excellent experience making this process for us stress free and manageable. Jason was always available to answer questions and explain our options. He went above and beyond to secure the best possible outcome and we wouldn't hesitate to recommend Jason to anyone looking for a reliable mortgage broker.

HC
Holly Clark8 April 2026

We had such a great experience with Jason from Ideal Financial group! He made the whole process feel easy and was always there to answer our questions. Even with all the hurdles along the way, he handled everything without a single complaint and still managed to get it across the line for us. Super friendly, reliable, and genuinely had our best interests at heart. We’re so grateful for all his help and wouldn’t hesitate to recommend him to anyone.

JI
jordan I25 January 2026

⭐⭐⭐⭐⭐ Excellent service from start to finish. Jason has strong market knowledge, communicated clearly and promptly throughout the process, and was highly professional. Jase made everything smooth and stress-free. Jason really went above a beyond. Highly recommend!

KS
Karen Smidt4 December 2025

Jason kept us updated on progress from the first call to discuss our options right through to our loan being financed. Replies to emails/calls were answered promptly and he took the time to answer our questions, ensuring we understood each step. Have already discussed possible options for our home build with him for when we are ready to start as we will definitely be going through Jason for all future finance

TD
Tamara Dobson10 May 2025

Exceptional Service Turned a Difficult Refinancing Process Into a Stress-Free Experience. I cannot recommend Jason Sherman at Ideal Financial Group enough. During a challenging period of separation, Jason helped me refinance my mortgage and become the sole owner of my home—a process that had previously felt long and complicated with other brokers. Thanks to his expertise and dedication, what once seemed overwhelming became simple and stress-free. Jason went above and beyond to find me the best bank with a fantastic interest rate, favorable loan terms, and overall great value. His communication was exceptional—always clear, timely, and understanding. His customer service was truly outstanding, and I felt supported and respected throughout the entire process. I genuinely cannot fault Jason in any way. His professionalism, patience, and genuine care made all the difference during this difficult time. I am incredibly grateful for his help and highly recommend him to anyone seeking a knowledgeable and compassionate mortgage broker.

Finance & commercial brokers in Port Macquarie compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Port Macquarie are compared.

RankProviderRatingReviewsOpen Sat.
1Mortgage Choice - Kelly Carter★ 5,072No
2MAVV Finance Group★ 5,042Yes
3IDEAL Financial Group (this page)★ 5,037Yes
4Loan Market★ 5,035Yes
5Aussie Home Loans Port Macquarie★ 4,841No
Contact
+611800595512idealfinancialgroup.com.au62 Clarence St, Port Macquarie NSW 2444
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
Saturday09:00–12:00
SundayClosed