Oscar’s highest values in both his personal and professional life is honesty and respect. His purpose is to ensure his clients understand how important it is to plan ahead. Firstly to have more control over their investments and to ensure they have a protection strategy in place to protect their families and their own well-being. Overall, the most important aspect that Oscar confers to his clients is for them to make smart and confident decisions with their financial future.
Oscar is extremely reliable and easy to reach out to. He takes the time to fully understand my requrements and provide a tailor solution. I feel confident having Oscar help & advise me on my Life insurance . I would recommend him anyday any time.
Oscar has helped me plan and ascertain income protection and life insurance. He has also helped set up a superannuation account that I will be happy with for my retirement. His forward thinking and knowledge is commendable and quite useful for planning for the what if’s of life
Oscar has shown his commitment to my superannuation and retirement planning, through proactive contacts and guidance. He gives me advice on areas I had not considered. As he does this, he’s mindful to first explain the details clearly and shows a high level of knowledge (and a lot of patience!) with my many questions. I’m very happy to work with Oscar and very happy to recommend Oscar’s services to others.
Oscar was a consummate professional throughout the process with meticulous attention to detail often going above and beyond what I hoped for and I was most pleased with how well he communicated every step along the way and how accessible he was whenever I had to contact him. He was able to provide a multitude of options all tailored to my unique situations. I now have a strong peace of mind that if any unforeseen circumstances may arise in my life, both my family and I would not have to deal with the associated financial burdens. As a physiotherapist, I see first hand the devastating effects this can have on families. Oscar has ensured I feel like a customer for life as he is still always responsive to any question I have or updates I want to include in my policies. I was surprised at how affordable the various covers were and given the magnitude of the things they encapsulate, I believe it is essential for everyone to at least look into this and get a statement of advice from Oscar.
Oscar was extremely thorough every step of the way in helping us make the right decision for our future
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2015
- Years of experience 8
- Bachelor of Economics
- Bachelor of Commerce
Index WealthGround Floor, 700 Springvale Rd
Mulgrave, VIC 3170
- In person
- Video call
Kycu Financial Planning Pty Ltd