Oakleigh

Tim is professional and personable. He is really friendly, he communicates well and is easy to deal with.

We are very grateful for being referred to Oakleigh Financial Services at this crucial time in our lives. After many years of financial advice that was (in retrospect) less than adequate, Tim and his office manager Jenn are a godsend. It is a completely different experience working with a financial advisor who comes from a background in trading/investment rather than insurance. Tim's attention to detail, depth of knowledge and experience, personal integrity and standards, communication skills, and interest and enthusiasm for the field make him perfectly suited to this role. This was the first time we felt we were really listened to and understood in terms of our priorities and goals, and the first time we felt confident that our advisor truly has our best interests at heart and really knows what they are doing. His honesty around insurances in particular has saved us so much money. The investment products offered give consideration to ethics as well as profits which we really appreciate, and the governing board is diverse and solidly experienced. Being an Oakleigh client is a joy (I am smiling as I write this review) - Tim and Jenn are very caring and personable human beings. We cannot recommend them highly enough.

My experience with Tim over the years has been World Class in everything. We deeply appreciate the personal approach and care he puts into us as one of his many clients. We are treated exceedingly well regardless of the transaction size and he is always transparent with every interaction.At every step of the way, our investment portfolio has been tailored to our needs. Tim's fit for purpose approach guarantees we get exactly what want without the influence of hype and protects our money from unreal speculation and expectations. The latter being the most important. Tim is well versed in everything financial, he does meticulous research, understands the markets and plays the long successful game to incredible success.We are very lucky to be his clients and look forward to many years of doing business with him. The customer experience is phenomenal.

Professional, easy and affordable! His advice was clear and well-informed. Recommend him for anyone thinking about insuring themselves.

Tim & Jenn are a good team. Tim is open, honest and direct. Jenn is efficient and friendly. Their 18.6 Fund is based on solid principles.

Great, professional service and has provided me with successful stockbroking and super investment advise. We also get our life insurance, disability insurance, and income protection insurance sorted with Oakleigh

I have been very impressed with Tim's professionalism, knowledge, and attention to detail. I highly recommend him for all your financial planning and advice needs.

I have recently opened a Macquarie Wrap share fund, Managed by Oakleigh Funds In Adelaide.I was overseas at the time and all correspondence went via Jenn Vaughan the most Professional competent Brokers Aid / Office Manager i have ever dealt with.Total understanding of requirements to open accounts and documentation needed.Any queries were dealt with very promptly. The whole process went without a hitch, funds transferred swiftly.Many thanks to Jenn on her extremely high level of knowledge and competence.Warm RegardsJamieI

I have been very happy with the advice Tim has provided me which has always been spot on for my needs. Jenn is a star and goes above and beyond in the service she provides. I would most definitely recommend this team.

Very professional, fast acting and educated employees.