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Shore Financial

Shore Financial

5.0(1135 reviews)See reviews ↓·Sydney

About the company

Shore Financial is a finance and commercial broking firm founded in 2013 and based in Sydney. The firm operates with a team of more than 30 brokers and maintains a panel of over 70 lenders. Shore Financial provides mortgage broking and loan advisory services. It also offers a free annual loan review through its Sleep Soundly Review™.

What customers say

Based on genuine customer reviews

Across North Sydney, clients of Shore Financial describe a consistently polished mortgage broking experience spanning first homes, investment purchases, refinancing and construction loans. A recurring theme in feedback is the depth of expertise brought to complex lending scenarios, with several customers noting that brokers secured approvals other professionals had deemed unlikely. Named staff appear often: James De Luca is praised for patience and thorough explanations, Greg and Kristina for long-standing relationships covering remortgages and construction finance, Michael for guiding first investment property purchases and arranging competitive refinancing of multiple loans at once, Alex for timely home loan options and clear communication, Tamara for making first home purchases feel manageable, and Fane Levy for presenting genuinely suitable lending options.

Reviewers repeatedly highlight proactive updates, with clients noting they never needed to chase progress, and punctual, reliable handling of each stage. The clarity of visual comparisons of bank offers and the willingness to source trusted professional contacts also come up. Beyond the transaction itself, customers value feeling informed and supported throughout, including when unexpected obstacles arose, and many credit individual brokers with turning a potentially stressful process into a straightforward one.

Financial consultantLife insurance agencyMortgage lenderReal estate consultant

Reviews

Reviews are taken from publicly available sources.

TA
Tina Anderson4 August 2026

My experience with Alex Dihm and his Client Manager - Shibani, was excellent! Alex sought out options for my new home loan in an efficient and very timely manner. His communication and commitment in obtaining the best home loan possible with a very competitive rate - in my opinion puts him ahead of the game! He is also extremely passionate about his work - and will do everything he can - to secure the best outcome for his client. Without Alex’s expertise and Shibani’s support throughout the new purchase - I wouldn’t have secured my dream property! I highly recommend Alex Dihm for your mortgage needs.

R
ru20 July 2026

Greg was fantastic to work with from the very beginning of my home-buying journey. Kristina was assigned to support me, and I honestly didn't expect the process to move as quickly and smoothly as it did. Kristina was amazing throughout the entire experience. She is incredibly knowledgeable, and whenever there was something she wasn't certain about, she always found the answer and got back to me promptly. She made what could have been a stressful experience feel easy and hassle-free. Communication was excellent, whether by phone or email, and responses were always quick. Ivankka, the Loan Processing Officer, was also great to work with and helped ensure everything stayed on track. I'm so pleased I was referred to Greg and his team. I genuinely feel I've found my lifetime mortgage broker! A huge thank you to Kristina! 👏🙌😊 She is highly professional, dedicated, and truly goes above and beyond for her clients. I highly recommend Greg and his team to anyone looking for exceptional service.

BP
Bishnu Parajuli17 July 2026

I had a smooth experience refinancing two mortgages simultaneously with Shore Financial. My advisor, Michael Gentry, was incredibly helpful, and patient when my busy schedule delayed things for weeks, and he kept me in the loop the whole way through. He laid out all the bank offers visually so it was easy to just pick the best one, plus he managed to get me a great deal and a cashback offer. Really happy with the service from Michael and the team, would definitely recommend them.

AS
Amy Schmitz17 July 2026

There’s a reason Shore Financial has so many 5-star reviews. We worked with James, and from start to finish, he showed genuine kindness, care, and professionalism. He secured us an amazing mortgage approval from the bank and made what could have been a stressful process feel straightforward. He was always available, even after hours, and patiently answered every question we had, and we had a lot! We’re incredibly grateful for his support and wouldn’t hesitate to recommend him to anyone looking for a mortgage broker.

LJ
Lisa Jeffery30 June 2026

We were super impressed with Kurt from Shore Financial. Kurt was fantastic, understood our needs. Great communication and listening skills. Kurt was able to find us a deal that suited us. I can highly recommend Kurt. Was a true pleasure. Fantastic first time experience.

JY
Joe Young9 June 2026

We used Shore for our first investment property purchase, and Michael was instrumental in helping us navigate the financing process. He also connected us with trusted professionals within his network who provided valuable support throughout the purchase journey. Despite a few unexpected challenges that were outside of our control, Michael and his team were proactive, responsive, and consistently advocated on our behalf to ensure everything was resolved in time. Their guidance and support made what could have been a stressful process much smoother, and we would highly recommend them to anyone looking for assistance with property finance.

CS
Christian Salle6 June 2026

I had an outstanding experience working with Fane Levy and the team at Shore Financial. From day one, Fane was incredibly professional, knowledgeable, and responsive. He took the time to understand my circumstances, explain the lending process clearly, and present options that were genuinely suited to my goals. What could have been a stressful experience felt straightforward and well-managed thanks to his guidance and expertise. The entire Shore Financial team was proactive, communicative, and always available to answer questions along the way. Their attention to detail and commitment to securing the best possible outcome gave me a lot of confidence throughout the process. I truly felt like they had my best interests at heart and were invested in helping me achieve a great result. I wouldn’t hesitate to recommend Fane and the Shore Financial team to anyone looking for a mortgage broker who is knowledgeable, trustworthy, and easy to work with. Thanks again for all your help and support!

Finance & commercial brokers in Sydney compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.

RankProviderRatingReviewsOpen Sat.
1Shore Financial (this page)★ 5,01135No
2Talk To A Broker - Loans & Insurance For ABN Holders★ 5,0824No
3Simple Easy Finance- Mortgage Brokers Sydney★ 5,0472No
4Lending Connect - Finance Brokers★ 5,0314No
5SF Capital★ 5,0196No
Contact
+611300416700shorefinancial.com.auLevel 16/124 Walker St, North Sydney NSW 2060
Working hours
Monday08:30–17:30
Tuesday08:30–17:30
Wednesday08:30–17:30
Thursday08:30–17:30
Friday08:30–17:30
SaturdayClosed
SundayClosed