It’s great to have a company, like Oak Tree Financial Planning, that really care about you . Big or small, their commitment is the same. Such a great feeling to be able to trust that they are honest and trustworthy. Highly recommended!
The personal and professional manner in which Daniel Miklos from Oak Tree Financial Planning conducted our annual financial reviews has been a refreshing experience compared to other financial institutions.
We have referred Oak Tree Financial Planning to others. They too have been impressed with the professional and caring way Daniel has helped them achieve maximum benefits with their Financial Planning, Investments , Superannuation etc.
The advice from Oak Tree Financial Planning has significantly enhanced our retirement lifestyle and we continue to refer their services to many others.
Daniel, from Oak Tree Financial Planning, has been supporting us with financial advice for 4 years now and he has been absolutely professional, supportive, timely and all round has helped us achieve our financial goals.