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Client Testimonials

If you would like to see what people say about Bao Tran you can check out our reviews on www.adviserratings.com.au/advisers/bao-tran

A summary of our reviews are listed below:

RON – 65+ Years Old

“BAO has given us advice in areas including Self Managed Super Funds, small business management and personal finances. He is able to assimilate information, strategise and explain things to us in a clear way. Through BAO’s knowledge and experience, we feel comfortable and very confident that the advice given was right for our needs. We always receive his full care and attention when needed, irrespective of the time”

Betty – 65+ years old

Over the years I have received advice in the above named areas and Bao always clarified things to me before taking action. He is very knowledgeable in his field and I trust him with my biggest assets as I trust he has my best interest at heart. I would recommend Bao to anyone who needs financial advice!

Jenny – 56-65 years old

Being Bao’s client over 6 years we have always felt comfortable with his advice, especially his focus on strategies to deliver lower tax for us. We don’t know how he does it but our investments have more than doubled during this period. We are very happy with Bao and more than happy to recommend to anyone.

David – 65+ years old

Gets it right first time every time over the years. 10 out of 10

Eddie – 65+ years old

Bao has been my Superannuation Financial Planner for 10 years or so and have built a good relationship and trust. Boa is an astute professional Financial Planner who is honest, reliable, patient, respectful and a good listener. Bao is diligent and knowledgeable , well organized and prepared for our bi-yearly review on the Super status. He allows plenty of time explaining the outcome of his plan and demonstrate confidence and achievements in his reports. I have confidence in Boa handling my affairs, knowing that he keeps himself up to date through Professional Development and attending seminars etc. on matters relating to his profession. Therefore I have no hesitation recommending Bao to anyone needing Super or Financial Advice.

Jillian – 65+ years old

Bao, is willing to go the extra mile, listen and give sound advice when requied. Bao, has a sound background in Financial Planning and I am confident he has my best interest at heart by provide general information and tools to help me manage my money and make financial decisions.