Oakwood Wealth Management Pty Ltd - NSW
Andrew James I am very happy with Esteban. I approached Oakwood Wealth Management and Esteban Garzon with some trepidation as my previous experience with a Financial Advisor (30 odd years ago) had not resulted in a positive outcome.
Esteban was engaging and easily able to ally my concerns by providing detailed responses to my questions. This has allowed me to feel confident and comfortable with the institution and to engage him as my financial advisor.
Esteban, through an exhaustive process, has been able to provide a detailed plan of how to best utilise our savings, superannuation fund and future earnings. In doing so he has already made considerable savings with his suggested plan, which we have adopted.
Esteban has been communicative and responds easily to questions or areas that require clarification.
I am very happy with where my wife and I are heading in our financial situation and feel significantly more at ease for our future retirement.
I have no hesitation in recommending Esteban as a Financial Advisor to anyone



