Hoa Tran

"Working with Hoa has been amazing for our family. She has helped us create strategies for building wealth, while ensuring we’re fully protected and proactive within our current financial situation.

She explains complex financial concepts so clearly and is incredibly warm and kind. She has made what was an incredibly sad and stressful financial situation for us following an inheritance feel calm and manageable. We now feel confident about our financial situation and the future.

I will forever be grateful to Hoa for her kindness, care and support. I truly believe she has changed our family’s financial trajectory and mindset for the better."

"Being a Financial Adviser is not just a job for Hoa. It appears also to be a hobby, that she wishes to share with prospective clients. She is genuinely interested in assisting her clients to not only manage their financial affairs, but to advise and guide them to appropriate products to facilitate growth of their assets. Her passion is obvious, her expertise invaluable, her integrity reassuring."

"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."

"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!"

"Hoa provides sound advice and is very understanding of my position and delightful to work with"

"A lot of time was invested in us making sure that we fully understand what it will take to reach our goal of a nice income in retirement"

"Hoa is very helpful and explains things in a non complex way. Also, quick in response with an answer, when I asked a question."

"Thank you Hoa for your professional direction and continual follow up and care in choosing the best possible insurance policy for me."

"Hoa is not only a smart financial advisor, she's friendly and enjoyable to work with. Always quick to respond, she's also across a wide range of issues. No complaints at all, ever."