Testimonials

Considering working with oak+stone? Here is some client feedback:

I have been dealing with Brett woods and Cassie for the past 2 years. The whole process with oak+stone is stress free and runs efficiently. Good open and honest advice.

Brett is very experienced I am at ease knowing I am getting the best result for my Business.

Brett is a top bloke, he is approachable and really cares about his clients.

I deal with lots of operators in the finance sector, but few have an in-depth knowledge of commercial finance and understand the complexity and challenges faced by business owners (being a business owner himself).

Brett is knowledgeable, calm and trustworthy – all the things you need from a trusted advisor. 

Brett has done work for me personally and many of my clients, I never hesitate to recommend oak+stone.

Like many Australian couples we had remained with the same ‘big bank’ for over thirty years and had completed seven mortgages without missing a beat.

However, when it came to wanting a lifestyle change and a semi-rural purchase we were seen as a non-desirable risk - despite having significant income and significant equity in our current properties the bank wasn’t interested and we found ourselves looking for a finance broker.

Brett Woods from oak+stone was recommended to us via a contact interstate.

From the very first conversation with Brett we felt we had ‘come home’. Brett displayed a keen understanding of self-employed policies for business owners and operators, he understood and became actively engaged in the purchase process, his focus was not on a commission but on relationship building and delivering what we hope was the first of many beneficial finance deals for our company and our family.

For the first time in a very long time, we now have our ‘Banker’ - he just doesn’t work for a bank, he works for us!

I had known Brett for a couple of years prior to the foundation of his organisation. Since its establishment, and under Brett’s leadership, the organisation has proved to be very ethical in its dealings, consistently working to excel and improve their customer service.

Edification and training of personnel ranks highly on the list of organisational priorities.

oak+stone have proved a number of times that there are significant annual savings to be made on interest and bank fees. The level of service offered by this organisation is second-to-none. Their constantly evolving ethical culture ensures that their clients best interests are to the fore, and their client communication is exemplary.

The focus and concentration of oak+stone is to deliver the best possible outcomes for clients. It is a very professional organisation where the most up-to-date cyber-security systems are utilised in order to protect all data. Every piece of information is treated with the strictest of confidence.

Through my work; I have recommended the services of oak+stone to my clients including a company of which I was Chairman. In my profession one has to be extremely careful who they recommend to clients, as it is both my personal and 5Global’s reputation that I am placing into the hands of others. No such hesitation exists where Brett and oak+stone are concerned.

I hope to introduce oak+stone to other clients of 5Global in the future, and on an ongoing basis.

We have been using the services of oak+stone and Brett Woods personally since it opened its doors. However our association with Brett commenced some 8 years ago as our banker with the NAB. The saying “you follow a good Bank Manager like you do a good Doctor” is so very true and in our case we did just that. Brett has the knowledge, integrity and the caring concern for all his clients and really understands the business to get the maximum benefits for us and that is his ethos in starting his own business to offer diversity, advice and support for all financial brokering. We attribute our financial growth to his careful management of all our external financial support required and value his input for our business financial decisions.

I needed a Finance Group that acted more as a business partner, one with my best interest at heart and was in it for the long term.

I have grown my business over the past 15 years across several locations and have more growth planned into the future. As the business has grown, I have quickly learnt that having the right people in my corner is essential if I want to grow efficiently & successfully.

Unfortunately, I have only dealt with Brett Woods from oak+stone for a relatively short period of time, hence my only regret is I wish I found him sooner! From my experience I could have had multiple Business Bankers in this time frame and wasted my time trying to tell the business plan over and over again, leaving me with no confidence they were on the same page nor cared about what I was trying to achieve.

From day one Brett was focussed on learning myself, the business and the industry I operate in and then was very eager to know exactly what I wanted to achieve. All this has contributed to our success together over the past 12 months. We’ve had Business growth, a major structure change and have the next few years plans in place. Thanks to the experience and professionalism of Brett we didn’t waste any time, he knew exactly how to approach each situation to ensure we achieved exactly what I wanted to.

Working with Brett and the Team at oak+stone has given me the confidence & trust that we will have a long successful future working together.

I only refer my customers, friends and family to one person for finance solutions. Brett Woods.

Brett creates life long relationships with his clients through his personalised service, knowledge, experience and professionalism.

Brett is proactive, forward thinking and solution focused. I’ve had several difficult situations were others told me my goals could not be achieved. Brett found solutions for me straight away and worked day and night on ensuring we achieved our goals.

Brett is highly ethical and very honest. He is generous with his time, explaining the process that is vital for achieving the clients goals. 

We couldn’t be happier with the service and expertise provided by Brett and his team in supporting us through multiple successful transactions! 

Brett’s personable and boutique approach was evident from our very first encounter, and he continued to impress us by going above and beyond to fully understand our situation, businesses and industries. 

Brett’s extensive experience in the finance sector is evident in his strategic approach and thorough understand of the different banks’ offerings. This was critical in enabling us to satisfy a very short finance period as well as providing us with peace of mind throughout the process.  

There is no doubt we will continue our relationship with Brett and the team and without hesitation, would highly recommend him to anyone seeking a professional, personable and savvy broker.