Senior Financial Adviser and Director of Oakwood Wealth Management Pty Ltd a boutique Financial Planning practice based out of Chadstone Victoria.
I provide clients a holistic service based on their current circumstances and future goals.
I strive to develop a profound long lasting professional relationship with all of my clients.
Proficient in Superannuation, Investments, Retirement Planning, Personal Insurance, Tax Financial Advice and Cash Flow Management.
We offer Fee for service and Ongoing advice Fee options. Fee's are subject to complexity of the Advice
In the last five months since my initial contact Esteban has been fantastic.Not just in terms of his timely advice but his willingness and patience to answer any of my queries in a prompt,polite and professional manner. Also I believe he genuinely has your interests at heart and would highly recommend his services to anyone looking for a truly independent and thoughtful financial planner
I would highly recommend Esteban to anyone he is very professional and always puts your needs first. He helped me beyond belief and I am forever grateful. He has saved me a lot of money and was very thoughtful when I was struggling with personal losses.
Esteban has given me advice on insurance products and has always been attentive, answering all my questions. He is extremely knowledgeable and was able to seamlessly set us up with the products right for our families needs. We obtained income protection, life and total permanent disability insurances via Esteban. I will continue to use Esteban for all my financial panning needs and have recommended him to my family and friends.
The team at Oakwood wealth management were amazing they helped me with my insurance and superannuation needs. Esteban is a true expert and a great teacher when it comes to finance.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2015
- Years of experience 8
- Advanced Diploma of Financial Planning
Oakwood Wealth Management Pty LtdLevel 8, Chadstone Tower 1, 1341 Dandenong Rd
Chadstone, VIC 3148
- 9:00am – 2:00pm Saturday
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning