Pinpoint Financial Planning - Lane Cove (NSW)

Greg Crellin Nicholle has been our Financial Planner for a few years now and we have always found her great to deal with taking the time to listen to our needs and wants. Would not hesitate in recommending her to friends and family who are in need of a Financial Planner.

James Lobendhan Great experience with my Ange and the team

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

Dana Jing Leo is the best mortgage broker I have ever met. He is very thoughtful and very quick responsive to any questions that I met.He has a very precise understanding of customer needs and always give a friendly reminder in advance for every critical point to make everything goes on smoothly. He is definitely worth 5 stars.

Rinkey Shrestha Ka-ching Finance was amazing, very professional, helpful and made the whole process super easy. Highly recommend.