Oakwood Wealth Management Pty Ltd

Esteban recently helped myself and my family with some investment options for our children. We wanted to set something up for them at this young age to give them better opportunities for their future. He was friendly, resourceful, diligent and an absolute pleasure to work with. I couldnt thank him enough for the time he took explaining the information and guidance through the process. Its refreshing to find someone we can trust in the current financial environment.
May 27th, 2023

Esteban Garzon assists me with my super and investment property. He now manages both my parents pensions and supers also fast , reliable with excellent knowledge and experience highly recommend !!!
May 25th, 2023

Our experience with Esteban was fantastic,he was very honest and reliable.Definitely recommend him for Financial advice.
May 25th, 2023

Passionate, knowledgeable and a genuine interest in achieving the best for my self is what made Esteban a truly professional and wonderful Financial Adviser. I am very happy with his services and highly recommend!!! Thank you for everything Esteban
May 24th, 2023

I recently had the pleasure of engaging with an outstanding financial planning business that specializes in life insurance and comprehensive financial advice. From the moment I reached out to Esteban at Oakwood Wealth Management, it was clear that I had found a partner who genuinely cared about my financial well-being and was committed to providing me with the best possible solutions. Allow me to share my exceptional experience with this remarkable firm. First and foremost, the level of expertise and knowledge exhibited by Esteban was truly impressive. His deep understanding of the complex world of life insurance and financial planning instilled in me a sense of confidence and trust. He took the time to listen attentively to my specific goals and aspirations, and then offered personalized advice tailored to my unique circumstances. What truly sets Oakwood Wealth Management apart is their dedication to holistic financial planning. Esteban didn't simply focus on life insurance; he delved into every aspect of my financial situation, considering factors such as retirement planning, investment strategies, tax optimization, and estate planning. Esteban's comprehensive approach ensured that I received a well-rounded financial plan that encompassed all aspects of my financial life, leaving no stone unturned. One aspect that particularly stood out was his commitment to transparency and open communication. Esteban was meticulous in explaining the intricacies of different life insurance policies, ensuring I fully understood the benefits, terms, and potential risks involved. He took the time to address all my concerns and patiently answered my numerous questions, empowering me to make informed decisions that aligned with my long-term goals. Furthermore, his dedication to staying up-to-date with the latest industry trends and regulations was evident. The financial planning landscape is constantly evolving, and it was refreshing to see how well-informed Esteban was about the changing dynamics. He consistently provided me with relevant information and guidance, helping me navigate through any uncertainties and adapt my financial strategy accordingly. Lastly, the level of personalized attention I received from Esteban was truly remarkable. He treated me as more than just a client; he treated me as a valued individual with unique financial needs and aspirations. His willingness to go the extra mile, providing prompt responses and taking the time to address my concerns, made me feel confident that my financial well-being was his top priority. In conclusion, I wholeheartedly recommend Oakwood Wealth Management to anyone seeking expert advice on life insurance and comprehensive financial planning. With Esteban's guidance, you can confidently navigate the intricacies of life insurance and embark on a journey toward a prosperous and secure financial future. Thank you, Esteban and the team at Oakwood Wealth Management!
May 24th, 2023