OakView Financial | Financial Advisors Gold Coast

I cannot explain the amazing assistance I have received from this Business primarily from Tommy and Jordyn. I had numerous stressors personally and financially and without their professional assistance I don't know how I would have coped. Their professionalism, empathy and consideration of my circumstances was the best I have ever experienced. I am still going through issues and feel comfortable reaching out for advice without judgment. I strongly recommend this Company and will continue to use them, and I am recommending them to people I know that need assistance in this field.

I’ve Been with OakView for a while now and it’s been nothing but positive. Everyone has been great to deal with, constantly keeping me informed with regular reports, updates and changes.

I have been with Oakview Financial for just over 12 months now and I highly recommend them. The whole team are very professional, genuine and caring. I have received great advice and help from Larissa and Kyle throughout this past 12 months. I love watching my money grow which is very comforting and reassuring. I really value their honesty, integrity and advice. Thank you for making my retirement plan effortless.

After five years as a client, I am revising my previous 5-star rating to 1 star due to a significant breakdown in professional standards and service delivery. I have escalated this matter to the Australian Financial Complaints Authority (AFCA) for the following documented reasons: Mandate Failure: The firm failed to adhere to a specific, written risk-management mandate regarding investment limits for a significant capital contribution. Breach of Professional Standards: Significant portfolio transactions were executed without updated professional advice or a documented discussion of the associated risks. Regulatory Non-Compliance: The firm has admitted in writing to failing to meet the mandatory 30-day legal timeframe for resolving my internal dispute. Furthermore, my superannuation has yielded an actual annualized return of approximately 4%, which is less than half of the market average of approximately 10% for high-growth portfolios during the same period. This significant underperformance occurred while I was being charged thousands in management fees annually. A warning to current clients: If you switched your superannuation based on their advice and find your returns are trailing behind market benchmarks, I strongly suggest you audit your performance and investigate AFCA’s "But-For" compensation methodology. You may find that "active management" fees were charged even when the promised monitoring and professional standards were not delivered. To Oakview: You are handling people’s hard earnt money, in my case, its both the super account and shares account, that shows how much I trusted you before, so you can imagine how disappointed I am now.

Recently had to seek Finacial advice and could not have spoken to a better company. Our first contact was with jordyn who laid out all details, then follow up calls from Maddie & Jack. To say we were well informed of what was going to happen and how things would work is an understatement. We are now on track and our future goals are set

Oakview Financial has been fantastic! Professional, knowledgeable, and always clear with advice. They helped me get the right life insurance and I feel confident in my financial future. Highly recommended!

Really listen to my needs and wants. Are realistic in forecasting outcomes and projections. Make you feel part of the OakView family and not just another number. They really seem to care and want the best outcome for you financially delivering a "You 1st attitude". Every employee I've spoken with on my journey thus far are happy, love what they do and the space they work in. They don't say this but ive been around long enough to notice these things. This Indicates the business has great core values and excellent culture. I hand on heart fully recommend these guys to take the stress and worry out of your investment / retirement funding.