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FWD Financial

FWD Financial

5.0(28 reviews)See reviews ↓·Canberra

About the company

FWD Financial is a boutique financial advisory, mortgage and finance broking firm based in Canberra. Anthony Sloan is the Founder and Principal Financial Adviser. Anthony Sloan has 25 years of experience. He holds a Bachelor of Engineering (Hons), a Bachelor of Commerce, and an Advanced Diploma of Financial Services. He is currently studying a Master of Applied Finance, specialising in Wealth Management and Retirement Planning. Anthony Sloan is an Accredited Financial Planner and a Professional Member of the Financial Planning Association of Australia. FWD Financial offers mortgage broking services including refinancing, home loan, construction loan, and personal loan assistance.

It provides wealth management services including saving and investment strategies, retirement transition, estate planning, and charitable giving. It offers financial direction services to create a roadmap for future goals. FWD Financial has access to over 60 mortgage providers and is 100% lender-neutral. It offers flexible service including home visits or office meetings on Northbourne Avenue. Its finance brokerage service is free with no strings attached. FWD Financial was recently featured in The Canberra Times as one of the 5 best mortgage brokers in Canberra. Its legal entity is WealthGen Finance Pty Ltd with CRN 510363.

What customers say

Based on genuine customer reviews

Mortgage seekers tackling a first purchase or restructuring an existing loan make up much of the clientele described in feedback for this Canberra practice, and Anthony Sloan emerges as the adviser most often credited with guiding them. Several customers note that he set out a range of lending options and explained how each would play out across future years, so choices felt considered rather than hurried. Reviewers frequently point to persistence when applications hit obstacles, with finance secured in circumstances where progress had stalled, including a property purchase arranged from overseas under expat lending rules.

One thing mentioned again and again is the calibre of communication, described as open, constant and prompt, with progress updates supplied as matters moved and questions answered outside standard hours when deadlines loomed. The paperwork side attracts praise too, one account recalling a straightforward online application approved without delay. Buyers navigating auctions and unsuccessful offers speak warmly of patient coaching, while the wider team, Brenton among them, is credited with smoothing the path. Clients also express an intention to continue working with the practice on broader wealth and property ambitions.

Mortgage broker

Reviews

Reviews are taken from publicly available sources.

A
Asha5 July 2026

I was referred to Anthony Sloan at FWD Financial by a friend in Canberra who had also successfully utilized his services, and the experience was nothing short of exceptional. Securing an Australian investment property home loan while residing overseas as an Australian expat presents significant challenges, yet Anthony managed the entire process flawlessly. He has a profound understanding of lending policies and the unique financial frameworks that diplomats, foreign income earners, and overseas buyers must navigate. Despite the distance and time zones, Anthony maintained daily contact to ensure I was fully informed at every stage. He also communicated on a weekly basis with my conveyancer in Melbourne to ensure things were progressing smoothly. His responses to my innumerable queries were always meticulous, comprehensive, and thoroughly developed. When I was briefly back in Australia to finalise my purchase, he went above and beyond by taking my daily calls to ensure everything remained on track. Thanks to his efficiency and sound relationship with the lenders, he successfully accelerated my non-resident home loan from pre-approved to unconditional status in a matter of days. For any client—whether an Aussie expat or a local resident navigating either a typical or a complex lending scenario—I highly recommend Anthony for his unparalleled professionalism and mortgage broker expertise.

NB
Nikki Blanch18 June 2026

Anthony supported me through the process of purchasing my first home, and he was absolutely brilliant in terms of how he mentored and guided me through all of the challenges and administrative hurdles. It took me longer than expected to find my home, and Anthony patiently and warmly coached me through the emotional ups and downs of being at auctions and placing offers on homes I was not successful in securing. In the end, I found a great little starter home, and it has been a very happy purchase. I can't recommend Anthony and FWD Financial enough! He genuinely made the process more enjoyable, more human, and less overwhelming. I couldn't have done it without him!

JT
jennie tressler19 May 2026

I Highly recommend Anthony Sloane. None of my questions felt silly or unimportant. He is really approachable and I know I am in safe hands. I am much more confident making big financial decisions with his help. I feel very fortunate he was recomended to me.

AP
Ash pra13 May 2026

We worked with Anthony as our broker for our new home purchase and had a really great experience. As first-time home buyers, we had lots of questions, but he was always very patient and took the time to explain everything clearly. He went the extra step to help us with our unique situation and made the whole process much smoother than we expected. His guidance and communication were excellent throughout. Really appreciate his support and would definitely recommend him to anyone looking for a reliable broker.

DL
Douglas Lumsden6 March 2026

Such great service. Anthony spent time understanding our needs so he could provide what we need. So far from a cookie cutter process that I can’t recommend Anthony enough.

CI
Charis Inoc18 February 2026

I can honestly say working with Anthony from FWD Financial was such a smooth and reassuring experience from start to finish. From day one, I felt supported. Anthony genuinely cares not just about getting a deal across the line, but about making sure you feel confident and comfortable with your decisions. He went above and beyond to have everything finalised before I travelled overseas last year, which meant so much to me. That level of dedication and follow-through is rare. What really sets Anthony apart is that he’s not just a broker, he’s also a financial adviser. He took the time to understand my goals, my capacity, and my long-term plans, and structured everything in a way that made sense for both now and the future. If you’re looking for someone who leads with integrity, gives honest advice, and truly has your best interests at heart, I highly recommend Anthony.

J
Josh25 November 2025

Was very happy with the refinancing of my home loan. Anthony took the time to show us a range of options and then work with us to understand the pros and cons of each; including the impact over a number of years. Will use again.

Financial advisers & planners in Canberra 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 Canberra are compared.

RankProviderRatingReviewsOpen Sat.
1FWD Financial (this page)★ 5,028No
2Green Associates Financial Planning (Canberra)★ 5,049No
3Milestone Financial★ 5,0140No
4Véurr Financial Planning★ 5,042No
5Panorama Wealth★ 5,091No
Contact
+61251122393fwdfinancial.com.au9 Leslie St, Ainslie ACT 2602
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed