We approached James based on previous online reviews & also based on fee for service not trailing commissions. Our financial affairs were attended to by James with a professional approach & attention to detail that gave us a clear picture of where we were & needed to be. We cannot recommend James highly enough & will only use his services in the future. The cost was value for money & to date he is the best financial planner we have engaged. From our first meeting James made us feel comfortable and we put this down to his warm & personable approach & from our perspective this was a clincher. We recommend him highly.

James is a friendly and professional advisor.

I checked out the industry thoroughly before choosing Oak Advisory and it is one of only a couple of places in Perth where you can get truly independent financial advice. James had prepared well for our initial meeting and showed that he understood the spirit and intent of our financial goals.

He was enthusiastic about helping us set up for the future, and his agreement with the financial principles I had set in place before our meeting was further evidence to me of his independence and that his priority was our best interests.

The further proof is the statement of advice we received which was as ambitious as we wanted, but also prudent and sensible, solidly underpinned by debt reduction and tax optimisation as a base.

Highly recommended.