Oakleigh - Norwood (SA)

5 /5 Philip Noonan: With Oakleigh Financial I’ve received individual service and my long-term goals and best interests have been considered, which gives me peace of mind. I’ve learned about longer term economic cycles and incorporated these into my planning. My sincere thanks to Jenn in the office, Tom, my advisor, and to Tim heading the portfolio team.

5 /5 Will Thompson: I have been very happy with the advice Tim has provided me which has always been spot on for my needs. Jenn is a star and goes above and beyond in the service she provides. I would most definitely recommend this team.

5 /5 JAMIE TREGLOWN: I have recently opened a Macquarie Wrap share fund, Managed by Oakleigh Funds In Adelaide. I was overseas at the time and all correspondence went via Jenn Vaughan the most Professional competent Brokers Aid / Office Manager i have ever dealt with. Total understanding of requirements to open accounts and documentation needed. Any queries were dealt with very promptly. The whole process went without a hitch, funds transferred swiftly. Many thanks to Jenn on her extremely high level of knowledge and competence. Warm Regards Jamie I

5 /5 Sam R: We are very grateful for being referred to Oakleigh Financial Services at this crucial time in our lives. After many years of financial advice that was (in retrospect) less than adequate, Tim and his office manager Jenn are a godsend. It is a completely different experience working with a financial advisor who comes from a background in trading/investment rather than insurance. Tims attention to detail, depth of knowledge and experience, personal integrity and standards, communication skills, and interest and enthusiasm for the field make him perfectly suited to this role. This was the first time we felt we were really listened to and understood in terms of our priorities and goals, and the first time we felt confident that our advisor truly has our best interests at heart and really knows what they are doing. His honesty around insurances in particular has saved us so much money. The investment products offered give consideration to ethics as well as profits which we really appreciate, and the governing board is diverse and solidly experienced. Being an Oakleigh client is a joy (I am smiling as I write this review) - Tim and Jenn are very caring and personable human beings. We cannot recommend them highly enough.

5 /5 joel albertson: My experience with Tim over the years has been World Class in everything. We deeply appreciate the personal approach and care he puts into us as one of his many clients. We are treated exceedingly well regardless of the transaction size and he is always transparent with every interaction. At every step of the way, our investment portfolio has been tailored to our needs. Tims fit for purpose approach guarantees we get exactly what want without the influence of hype and protects our money from unreal speculation and expectations. The latter being the most important. Tim is well versed in everything financial, he does meticulous research, understands the markets and plays the long successful game to incredible success. We are very lucky to be his clients and look forward to many years of doing business with him. The customer experience is phenomenal.