In my opinion and supported by first hand experience over the past 5 years, James Barger-Bos provides the ultimate in relationship banking service. James really makes the effort to understand your circumstances and goals. Then you sit back while he does all the work, finding the best options to satisfy these goals and more. My dealings with James go back to when he was with the ANZ and things could not have been smoother. Now that James has established his own business the level of service and customer care has risen to even higher levels. I have absolutely no hesitation whatsoever in recommending Finance Wise to anyone when it comes to money matters and would go as far as to say that if you are not using them you are doing yourself a disservice.

Brett & Leonie Williams – Uraidla SA

Indigo Consulting Group, the leading provider of professional services to South Australian businesses and government agencies, says thank you. Your prescience has saved us more than $10,000 over the next three years. That would be worth a bottle of Grange.

M and V Edgecombe – Balhannah SA

Buying a new home is a big decision and the process is generally a stressful one, with James the process couldn’t have been smoother. He has taken all the worry and stress out of the experience by handling all of the details. From making sure he understood our situation; to choosing the appropriate lender, brokering a great deal,  liaising with all parties involved and right through to settlement, James has kept us calm and everything on track.

Finance Wise is not simply providing a mortgage broking service, as a result of engaging James we are now in the process of putting in place risk mitigation and financial management strategies that will help us make the most of our financial situation.

With a strong eye for detail and impressive customer relationship management we wouldn’t hesitate in recommending James.

Corrina and Tim – Seaford Rise

We were  introduced to James from financewise through a friend at work, at the time i was unsure of what to expect from the service as we were just looking to change our mortgage provider.

What we found was a down to earth person who actually listened to what we were after and suggested a couple of options. We then discussed these options until we came up with the best solution for us.Throughout the change James was a wealth of information and friendly advice.

Once that was completed we looked at our other financial needs and once again James was able to advise what was out there and how to best setup ourselves for the future.

Every year we get together for a health check and make adjustments as required, we also found when our situation changed James was there for advise and make the necessary  changes. Since dealing with finance wise we have made yearly financial gains and are now on our way to setup ourselves financially for the future. I would highly recommend anyone to have a chat with James to see how he can help.

Ron and Trudy – Ingle Farm

James without your service, invaluable knowledge, hard work and ongoing support …. We would never have been able to buy our first home. You took all the stress out of the whole process and continue to follow us up, Always having our best interest at heart. Thank you finance wise.

Brad W – Fullarton

Hi James,

Yes, I’m a satisfied customer of Finance Wise. James, one of your strengths would have to be your up-to-date knowledge and expertise of home loan packages and financial products available. As a first home buyer, I was initially overwhelmed by the choices available but you listened to my needs and matched them with a home loan that is working for me. I’m very happy and comfortable with how my home loan is currently structured.

I feel confident that if my financial situation should change or if I want to buy more property, you will have the financial knowledge and expertise to best match my needs. I also feel confident that if I have any questions, you’ll just be a phone call or email away!

Thanks,

Effie Athanasiadis, Gilberton SA

I have known James Barger-Bos for many years and he has assisted my firm and related entities with Business and Commercial Funding and has in fact brokered loans for me personally including an Asset finance facility to lease my motor vehicle.

As James has an Accounting degree, a Marketing degree and a Diploma of Financial Planning he has an excellent knowledge of complex loan transactions and corporate structures which assists a company like mine that has multiple Directors.

Sean Kay, Managing Director – Cosmo Foods

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