Sky Summit Financial - Erina (NSW)

Loretta Robbins Nothing is too much trouble for Jason. He makes navigating the complexity of superannuation financial decision - making easier, by translating it all in to plain language for us. His advice and readily available assistance, has been invaluable.

shane borham Disappointed; it all started so well and things were great but then the banks (So I am told stuffed us around) and a simple settlement turned into a lengthy one and if it had ended there I would have given a 4 star rating. But then the 4K sign on from the bank didn’t come into our account and it would appear that the forms weren’t filled in correctly by our broker, a dozen calls and 3-4 emails asking to be contacted by the broker as the bank said to get the 4K we would have to rely on the broker to contact them as they would and should be able to rectify it easily; that would have happened had the broker returned any of my calls or emails. Did we get the money, yes, eventually but I spent the best part of 10-12hrs of phone calls and several emails trying to rectify it and trying to explain why certain processes weren’t followed without actually knowing what happened as it was between the broker and the bank that these conversations happened. Just disappointing that a return call or email would have saved so much heartache and time.

Therese Goggin Game changer! I read the Profit First book in 2020 and started implementing it in my business to get some clarity around what was actually happening to the cash coming and going out. It worked SO well for me that five years later Im a Profit First professional and now helping other business owners to implement the system too. I love the support and knowledge Ive received from the Profit First Professionals Aus. The team go above and beyond to ensure I can deliver the best service possible to my clients. I also love the clarity, the freedom from stress and especially I love the regular profit dollars I withdraw from my business every quarter - all thanks to implementing Profit First.

Saad Ahmad My experience with Oakmont Finance and Pawan has been really good. The whole process was extremely quick and super fast. All of my doubts were cleared by Pawan. He answered all my questions with proper detail. I highly recommend oakmont Finance