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Wealthfolio Financial Services

Wealthfolio Financial Services

5.0(182 reviews)See reviews ↓·Sunshine Coast

About the company

Wealthfolio Financial Services is a boutique finance brokerage located on the Sunshine Coast, working with clients Australia wide. Emma Cattermole is the founder and has over 20 years of financial services experience. Keith Burns is a Director and an award-winning finance broker with over 12 years of experience, heading up the commercial and asset finance side of the business. Wealthfolio is a fully accredited member of Mortgage Specialists Pty Ltd, the Mortgage and Finance Association of Australia (MFAA), the Australian Financial Complaints Authority (AFCA), and is an Authorised Corporate Credit Representative (ASIC CRN 399002).

Wealthfolio has been awarded excellence in customer service and excellence in finance and business in 2018, 2019, 2020, 2021, 2022 and 2023. In 2023, Director and Mortgage Broker Emma was named Regional Broker of the Year for QLD. Emma Cattermole has been consistently awarded as one of the top brokers by the Professional Lenders Association Network since 2007. Services include first home buying, long-term investing, commercial and business loans, refinancing, and long-term wealth strategies.

What customers say

Based on genuine customer reviews

On the Sunshine Coast, Wealthfolio Financial Services has built a reputation through repeat clients who return for home loans, investment property finance and refinancing. A handful of customers describe the process as smooth and stress-free, with clear communication maintained from the initial enquiry through to settlement. Emma is named repeatedly for her patience in explaining options and her willingness to answer questions at length, particularly for first home buyers navigating an unfamiliar process.

Keith also features in feedback, with clients noting his help in weighing up owner-occupier against investment property scenarios. Reviewers repeatedly mention that the team takes time to understand individual objectives before putting forward loan structures, rather than pushing a single solution. Speed and efficiency come up often, with finance secured across multiple properties and refinances described as effortless.

The ongoing support after settlement is a point that comes up often, with clients noting they continue to use the service as their portfolios grow. Friendliness, professionalism and attention to detail are credited to the wider team, not just the principals. One customer described three consecutive finance deals completed without friction, while another highlighted being kept informed at every stage. The result is a practice where investment property purchases, refinancing and first home loans are handled with consistent care.

Reviews

Reviews are taken from publicly available sources.

TF
Toni Fontaine22 June 2026

Honestly, the best broker we have ever had! Emma and her team take the time to explain what works best for you, and always goes the extra mile to ensure we get the best deal. If you are at the beginning of your journey of buying a house, please do it with Wealthfolio, they take out all the stresses associated with it.

MM
Mika MdN21 May 2026

Big thanks to Emma Cattermole and team for providing step-by-step support in our first home purchase in Brisbane. It was really valuable to have an experienced team always readily available to answer our questions and provide hands on support. All members of the team were really quick in responding to emails and also multiple different members from the team called or emailed to congratulate us on settlement day. We 100% recommend this team!

ER
E R11 May 2026

Emma and her team have provided fantastic service. She’s helped me secure two investments to date and I will continue to use her services for many years to come. Thanks for all your help and sound advice as I build my portfolio!

OB
Oliver Bestel11 May 2026

Wealthfolio are an awesome team and would highly recommend them to anyone looking for a mortgage broker. They were very patient, friendly, and knowledgeable. I flip flopped between PPOR and investment property and they were super helpful in explaining all the different angles to me to find what works best for me. I worked primarily with Keith and Emma, and they were awesome. Highly highly recommend.

AM
Alison Miller29 April 2026

Emma at WealthFolio Financial was absolutely incredible throughout my home loan journey. As a first home buyer, I had a lot of questions and was unsure about the process, but Emma was supportive, encouraging, and never once made me feel judged. She always provided clear guidance, reassurance, and practical advice every step of the way. Any issues or tasks that needed attention were addressed immediately, and she made sure I understood exactly what I needed to do. Emma guided me through everything with professionalism, kindness, and efficiency, making what could have been a stressful process feel smooth and straightforward. I would highly recommend Emma to anyone looking for genuine support and expert help with their home loan.

ML
Michelle Lees2 April 2026

We appreciated that Emma and her team were so thorough and supportive in their approach when we were looking to buy our dream retirement home. Our experience with the banks in recent years hasn’t been positive as our financial situation isn’t straightforward/the norm, so it was great to have Emma and her team in our corner taking the stress out of negotiating with the banks. We know we wouldn’t have gotten our mortgage to buy our forever home without them. We very highly recommend WealthFolio Financial Services.

AA
Anthony Andara2 April 2026

I cannot credit Emma and the team at wealthfolio enough. They worked tirelessly at all hours of the day to ensure a smooth and stress-free process for us. I highly recommend going with Wealthfolio. You can't go wrong.

Finance & commercial brokers in Sunshine Coast 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 Sunshine Coast are compared.

RankProviderRatingReviewsOpen Sat.
1Wealthfolio Financial Services (this page)★ 5,0182No
2Straight Forward Finance Brokers★ 5,061No
3C Finance Brokers★ 5,0154No
4CJG Finance★ 5,0121No
5Mason Finance Group★ 5,01109No
Contact
+61731717881www.wealthfolio.com.auKon-Tiki Business Centre, Tower 2, Level 4/55 Plaza Parade, Maroochydore QLD 4558
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed