Hoa Tran

CreationWealth

Platinum
13 Yrs Experience
Sydney, NSW 2000
4.77
14 Reviews
5
4
3
2
1
4.79
Clear communication
4.64
Knowledge & expertise
4.86
Customer care
4.79
Likely to recommend
Showing reviews 1—10 of 14

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5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

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

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hoa is a fantastic Financial planner. Her knowledge and expertise are amazing. We are very pleased with our dealing to date."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Financial advice is a little like medical advice in my view - you really need to feel both comfortable and trusting of the person you are working with and that's how I feel about Hoa. She has given me sound professional advice (which is a given) but it is in the care and kindness that she has provided it with that has made her an important part of my 'life team'."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting