13 Reviews

Hoa Tran

CreationWealth

Gold

11 Yrs Experience

Sydney, NSW 2000

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Hi, I'm Hoa.

I'm passionate about working with my clients to help them achieve their financial goals. My role is to ensure my clients understand their chosen strategies and the discipline required to get there. I have worked in boutique financial advisory firms since completing my Bachelor of Commerce (Economics) degree at the University of Wollongong in 2003 and advising clients since 2013.

Please feel free to contact me if you have any questions.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Property Investment
Cashflow & Income
Socially Responsible
Tax Strategies
Budgeting

4.75 June 2023

Hoa is very confident and knows what the right questions to encourage good dialogue. Both Therese and I are very impressed by her knowledge and the interest in our well being and I look forward to a fruitful relationship with her and CreationWealth. We seem to have similar thinking when it comes to protecting our interests for a comfortable lifestyle in retirement. Thank you Hoa for making us welcome and look forward to our next discussion.

5.00 June 2023

Hoa was instrumental in helping me in dealing with a large capital gains tax bill. Her advice saved me a great deal of money. She has also helped me with the learning curve of superannuation and investment, how to invest safely and how to manage my money for my needs. I would highly recommend Hoa to others!

4.75 November 2017