You can get a same-day response by using the Contact Us form on our website at www.oakwoodwealth.com.au
Alternatively, you can call 03 9964 5317 for a free 10-minute discovery call with one of our Financial Advisers.
With expertise in Retirement Planning, Superannuation (including SMSFs), Wealth creation, Investment Portfolio Creation and Management, Personal Insurance, Cash Flow Analysis, and Tax Financial Advice, we are dedicated to helping you achieve your financial goals.
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33 customer reviews
Andrew James
I am very happy with Esteban. I approached Oakwood Wealth Management and Esteban Garzon with some trepidation as my previous experience with a Financial Advisor (30 odd years ago) had not resulted in a positive outcome. Esteban was engaging and easily able to ally my concerns by providing detailed responses to my questions. This has allowed me to feel confident and comfortable with the institution and to engage him as my financial advisor. Esteban, through an exhaustive process, has been able to provide a detailed plan of how to best utilise our savings, superannuation fund and future earnings. In doing so he has already made considerable savings with his suggested plan, which we have adopted. Esteban has been communicative and responds easily to questions or areas that require clarification. I am very happy with where my wife and I are heading in our financial situation and feel significantly more at ease for our future retirement. I have no hesitation in recommending Esteban as a Financial Advisor to anyone More...
Reviewed on Google Maps
Zinnia Zinnia
Esteban and the team consistently go above and beyond, offering support well outside the typical 9–5, Monday to Friday, when in need.
Reviewed on Google Maps
Erik Quintero
I’ve had a truly positive experience with the team at Oakwood Wealth Management. From the outset, they’ve been professional, attentive, and genuinely committed to helping me make the best financial decisions for my circumstances. What really stood out to me was their willingness to assist—even in situations where there was no direct financial gain for them. That level of integrity and dedication is rare and speaks volumes about their values and the trust they build with their clients. They’ve taken the time to understand my goals, communicated clearly throughout the process, and always made me feel supported and informed. Highly recommend Oakwood Wealth Management to anyone seeking honest, reliable, and client-focused financial advice. More...
Reviewed on Google Maps
Dave
Amazing service and knowledge highly recommended. Helped us with our super and investments.
Reviewed on Google Maps
Edmund Chew
Nothing beats face-to-face interaction and feels rare these days. Esteban was able to provide me what I required at a very competitive price. Many thanks to him and his team!
Reviewed on Google Maps
Rebecca Medley
Safest easiest investment Broker funds management you will find! Very reasonably priced fees for the service provided, Estaban is a fantastic broker very good operator, speedy responses and not too much in your face, we don't have time for that, these guys are awesome give em a crack!
Reviewed on Google Maps
William Fournarakis
The team at Oakwood Wealth helped me set up an investment portfolio for my kids education. We also set up some personal insurance. Esteban was amazing through the entire process explaining everything and was very prompt with his response. More...
Reviewed on Google Maps
Anand Chetty
excellent support and service from Esteban. He was always quick to respond and address my queries..
Reviewed on Google Maps
Alexander Crichton
It has been great working with Oakwood. Esteban helped us get started with investment and insurance. He was very responsive and helped us move along quickly. It was even better and smoother than we expected More...
Reviewed on Google Maps
Rocka Entertainment
Esteban and the team at Oakwood Wealth have done an amazing job supporting me with all my financial advise and services. If you're looking for someone to trust to get your financial life goals accomplished go see Esteban. More...
Reviewed on Google Maps
Donna Dowler
Esteban made our complicated finance and retirement plans streamlined. He was respectful and efficient. As well as giving us time and space to consider all of our options.
Reviewed on Google Maps
Lillanie van der Merwe
Oakwood always helped me in all my questions and explained to me so that I can understand. I always feel comfortable asking questions and always get good advice. I am truly happy with the level of service I receive. More...
Reviewed on Google Maps
andrew collins
Consistently excellent advice from Esteban and the team
Reviewed on Google Maps
Naomi Bowden
Esteban Garzon is a fantastic financial planner with a very genuine, trustworthy and down to earth persona. He has assisted me with excellent advice and I have also referred him to my colleagues and friends alike. I highly recommend Esteban without hesitation. More...
Reviewed on Google Maps
Christine Hunter
Excellent service
Reviewed on Google Maps
Bennie Mey
Oakwood delivers excellent financial advice and services. Senior Financial Advisor, Esteban is very knowledgeable and professional in handling my portfolio.
Reviewed on Google Maps
Kelly Cayirylys
I came across Esteban from Oakwood independently which was a risk but I have to say, a few years in now and dealing with Esteban as my financial advisor, not only is he very pleasant and professional but he’s positioned me well for a strong financial future. I highly recommend Esteban and his team if you’re looking for sage financial advice. More...
Reviewed on Google Maps
XIOMERY GONZALEZ
Esteban Garzón has been amazing with us. He has provided financial advice, has helped us to select the best super for us, our needs and preferences. The insurance advice is not a set and forget task. Esteban reviews them for us periodically ensuring we are covered accordingly at the best price. I love how fast and diligent he is as well as friendly and helpful. More...
Reviewed on Google Maps
Dawn Novak
Esteban has been an absolute pleasure to deal with in every way. He is in Melbourne and I am in Sydney but in no way did I feel not meeting up in person hindered the process in any way. Its difficult to know who to trust when you don't personally know a financial adviser but I needn't have worried at all. He was exceptionally diligent and completely trustworthy. He followed up on every question I had. He is also a lovely person to deal with. When I next need a financial adviser, I will definitely be back. He's going to be stuck with me and my family for life. More...
Reviewed on Facebook
Wendy Quinan
Financial Advisors
Great from start to finish, they were informative and extremely helpful and great customer service and care with my finances.
Ricardo Figueroa
Esteban was honest, efficient and very reliable when it came to arranging our insurances for us. With a new baby we wanted to make sure we had the right insurances to protect our family and with Esteban's expertise in the field we got the right product tailored to our needs. The whole process was seamless.Highly recommended! More...
Reviewed on Facebook
Jibba Hashmi
Esteban was amazing in helping us improve our financial position he helped us understand our investment options and the potential gains we can stand to get.
Reviewed on Facebook
Morris Riffo
The guys at Oakwood Wealth are so good with their clients we were very happy with the insurance and super support we received we would recommend them to anyone
Reviewed on Facebook
Mark Konishi
Esteban was amazing during the advice process that we went through he was very helpful and knowledgeable in investments and would highly recommend him.
Reviewed on Facebook
Andy Fournarakis
I came across Esteban garzon through a friend of mine as he was highly recommended and let me tell u best decision we made he has shown us how to use our money and stay on top of all our finance he also helped us with investing in properties since meeting Esteban we have become alot smarter with our incomes and we are also building a great future for a nice early retirement. I will continue to work with esteban and highly recommend him. More...
Reviewed on Facebook
Sandra Katherine
Esteban was honest and extremely knowledgeable when it came to arranging our insurances for us. He explained the ins and outs of the different insurances and the products available, making sure to find the right product for our needs. We chose life, total/permanent disability and income protection and Esteban made the whole process seamless. I highly recommend Esteban for any financial planning needs and will use him again in the future. Thanks again! More...
Reviewed on Facebook
Long Nguyen
Esteban has given me advice when asked and has gone out of his way to explain complex issues to me in a simple manner.
Reviewed on Facebook
Belle Godfrey
Highly recommend OakwoodWealth. Professional, reliable, & Esti really looks after his clients interests, working hard to get you the result. He has a wealth of knowledge, is reliable & honest! He goes through everything with you, taking the time to make sure you understand you are educated on the decisions you are making. So important to get your super & life insurance in order! More...
Reviewed on Facebook
Ian Rennison
I highly recommend Esteban Garzon at Oakwood Wealth Management. Esteban Garzon has helped me set up a new Superannnuation profile as well as my life and income protection insurances. Thanks Oakwood!
Reviewed on Facebook
Naomi Rachel
Esteban Garzon is a fantastic financial planner with a very genuine, trustworthy and down to earth persona. He has assisted me with excellent advice and I have also referred him to my colleagues and friends alike. I highly recommend Esteban without hesitation. More...
Reviewed on Facebook
Thierry Wong
Esteban is very knowledgable, will go above and beyond for his customers. Highly recommend.
Reviewed on Facebook
David Rowlands
★★★★★ Esteban Garzon is an expert in his field and his holistic approach can help you achieve your personal financial goals. I highly recommend Oakwood Wealth Management services. More...
Reviewed on Facebook
Simon Bowden
Esteban is a wealth of knowledge when it comes to preparing a wealth management portfolio for you. He’s diligent, professional and hard working and ready to help with any questions you may have. I certainly have no hesitation in recommending Esteban’s services to those families looking to protect themselves for the future. Thanks Simon More...
Reviewed on Facebook
What do you love most about your job?
Assisting clients from all walks of life and witnessing the benefits they obtain from our advice and recommendations.
What inspired you to start your own business?
Having the freedom to conduct my business in a way which puts my clients interests first.
Why should our clients choose you?
I am an open and honest Financial adviser - I will make sure that the advice and recommendations provided will put you in a better position.
Can you provide your services online or remotely? If so, please add details.
Yes we provide our services Australia wide and utilise Zoom for appointments with clients in different states.
Superannuation
As your financial advisor, I can help you navigate the complexities of superannuation to maximize your retirement savings. We'll craft a personalized strategy, considering your risk tolerance and long-term goals, to ensure your super is invested optimally. I'll also guide you through the ever-changing superannuation rules and regulations, helping you take advantage of contribution strategies and tax efficiencies, ultimately providing you with peace of mind and a clearer path to a comfortable retirement.
Tax Financial Advice
As your financial advisor, I go beyond just crunching numbers. I'll meticulously analyse your unique financial situation, proactively identifying tax-saving opportunities you might be missing. We'll craft a personalized strategy that not only minimizes your tax burden but also aligns seamlessly with your long-term financial goals. Think of it as having a dedicated partner who understands the complexities of tax law and translates them into actionable, tailored advice, giving you peace of mind and maximizing your financial well-being.
Retirement Planning
As your financial advisor, I'll provide a personalized retirement plan tailored to your unique goals and risk tolerance. We'll navigate the complexities of investment options, tax strategies, and social security, ensuring you understand every step. I'll help you project future income, manage potential risks, and adapt your plan as life evolves, giving you the confidence and clarity needed to enjoy a secure and fulfilling retirement.
Investment advice and strategies (investment portfolio creation)
As a financial advisor, I offer more than just numbers and charts. I provide personalized guidance, taking the time to truly understand your unique financial situation and aspirations. I can help you navigate the complexities of investment options, ensuring your portfolio aligns with your risk tolerance and long-term goals. Beyond simply picking investments, I'll help you build a comprehensive financial plan, considering factors like retirement, tax implications, and potential life changes. This means you gain not just investment growth, but also the peace of mind that comes from having a trusted partner in your financial journey.
Cash Flow and Budgeting
As your financial advisor, I'll work with you to understand your current income and expenses, pinpointing areas where we can optimize your cash flow. We'll build a realistic budget that aligns with your goals, not just a generic template. This process isn't about rigid restrictions, but about creating a clear roadmap, so you can confidently manage your finances, tackle debt, and build a solid foundation for your future, allowing you to achieve the lifestyle you desire.
Personal Insurance (Life - TPD - Income Protection - Trauma)
When it comes to personal insurance, I don't just sell policies; I craft tailored protection plans. I take the time to truly understand your unique circumstances, your family's needs, and your long-term financial goals. This means I can identify potential risks you might not have considered and ensure you're not paying for coverage you don't need. I'll navigate the complex world of insurance jargon for you, comparing policies and negotiating with providers to find the best possible coverage at a competitive price. And should the unexpected happen, I'll be there to advocate for you during the claims process, helping to alleviate stress and ensure you receive the support you deserve.
