OakView Financial | Financial Advisors Gold Coast - Southport, Queensland

Address: Suite 201/1 Short St, Southport QLD 4215, Australia.
Phone: 1300160796.
Website: oakviewfinancial.com.au
Specialties: Financial consultant, Financial institution, Financial planner, Mortgage broker, Tax consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 115 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of OakView Financial | Financial Advisors Gold Coast

OakView Financial | Financial Advisors Gold Coast Suite 201/1 Short St, Southport QLD 4215, Australia

☎️1300160796

⏰ Open Hours of OakView Financial | Financial Advisors Gold Coast

Monday: 9 am–6 pm
Tuesday: 9 am–6 pm
Wednesday: 9 am–6 pm
Thursday: 9 am–6 pm
Friday: 9 am–3 pm
Saturday: Closed
Sunday: Closed

OakView Financial | Financial Advisors Gold Coast

Located in the heart of Southport QLD 4215, Australia, OakView Financial is a leading financial advisory firm that has been providing exceptional services to its clients for years. Situated at Suite 201/1 Short St, this institution is dedicated to helping individuals and businesses achieve their financial goals through expert guidance and personalized strategies.

Specialties: OakView Financial specializes in a range of financial services, including financial consulting, planning, mortgage brokering, and tax consulting. Their team of experienced professionals works closely with their clients to understand their unique needs and develop tailored solutions that cater to their specific circumstances.

Services and Facilities: The company offers both on-site and online appointments, ensuring convenience for its clients. They also provide wheelchair-accessible facilities, including a parking space, entrance, and toilet, making their services accessible to everyone.

Opinions: OakView Financial has garnered a stellar reputation among its clients, with an impressive 4.8 out of 5-star rating based on 115 reviews on Google My Business. Clients consistently praise the company for its exceptional customer service, professionalism, and expertise.

One satisfied client shared their experience, stating, 'From the initial conversation with Jordyn to the phone call with Maddison and the meeting with Dana, it has been a flawless and great experience. All three ladies were super professional and clearly know what they are talking about Will highly recommend all their services.'

Another delighted customer mentioned, 'This company is amazing; I can not recommend them enough Every single staff member I have had contact with has been absolutely amazing. They are kind, considerate, and customer service is 10/10.'

To learn more about OakView Financial or to schedule an appointment, visit their website at oakviewfinancial.com.au. You can also reach them by phone at 1300160796.

👍 Reviews of OakView Financial | Financial Advisors Gold Coast

OakView Financial | Financial Advisors Gold Coast - Southport, Queensland

Yvette H.

5/5

From the initial conversation with Jordyn, to the phone call with Maddison and then the meeting with Dana, it has been a flawless and great experience. All 3 ladies were super professional and clearly know what they are talking about! Will highly recommend all their services

jessie F.

5/5

This company is amazing, I can not recommend them enough! Every single staff member I have had contact with has been absolutely amazing. They are kind, considerate and customer service is 10/10.

Elyse R.

5/5

I was referred by a family member after they were very happy with their service. I have no financial background and am very wary about where my money goes. Since I have been a client of OakView my confidence of handling my finances better has grown and I have found the customer service so impressive. Friendly people with good advice.

Andrew H.

5/5

Confidence knowing our money is being well managed. Proof in the returns year after year

Ben S.

5/5

Sev has been my financial advisor for a many years now and I highly recommend his services. Even with growth witin their business Sev still remains as my direct contact and financial advisor for my wealth management and advisory.

His expertise in both short and long term investments and financial strategy has set me up for financial success. With my super performing a bit above 15% in the past year, along with my personal networth significantly increasing YoY.

Mital K.

5/5

Best Service in the industry. Especially “Veronika Glover” is credit to firm. She went extra miles and keep posted on all insurance products and saved me from spending unnecessary insurance premium which I’m not covered for!

Really happy with the service! would definitely recommend friends and family!

Sharon M.

5/5

I have only been with Oakview Financial for a couple of months now and I am already very happy with their service. My superannuation laid dormant for 3 years not making any money. Now my superannuation is making money very nicely thanks to the professional team of Oakview Financial. I am absolutely thrilled with the outcome. Thanks to Tarek, Tim and any of the other team members I have encountered who have dealt with me and got my super up and going well. You guys' Rock!!

Adam L.

5/5

Eveyone is very easy to talk to, explain everything in great detail and very patient and understanding, and very well knowledgeable in there fields