You no longer had to worry about money with a plan for the future that allowed you to achieve everything you ever wanted? Oak Financial Planning is the financial planning division of our larger Oak Group Holdings framework. The Oak Group provides a range of professional services solutions to clients beyond financial planning in Melbourne- including accounting, lending and property sales and management services.
Services
Our growing team of over two dozen specialist financial service professionals reflects our willingness to invest in the best people to ensure the highest quality results. Oak prides itself on having a collaborative, versatile, hard working and innovative culture and we believe this shines through in our customer service experience.
Your financial adviser will work with you to determine the most appropriate way to manage your debt and our inhouse loans consultant can work with you to achieve cost savings through our independent consolidation options. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.
Peace of mind is a priceless feeling. We can provide advice on structuring your personal insurance to protect you and your family when the unexpected might occur. Advice on structuring policies using super, linking benefits and more to help save you tax. Assist in the event of a claim to acquire the best result possible according to your policy entitlements.
Saving for something special can be an exciting time, but it can be difficult knowing where to start. Getting married is an exciting time in life but it can also be a time of significant financial change. What are the joint financial decisions we should be thinking about now we are getting married?.
Here are a few ways to maximise your retirement no matter if you're in retirement or 5 - 50 years away from it! Retirement can seem irrelevant when you're in your 30s or 40s. There are so many other things you can do with your money - go overseas, buy a house, raise a family, or just have fun.
However, according to research by the Investment and Financial Services Association (IFSA)1, the Age Pension won't be nearly enough to fund the lifestyle we'd like when we're no longer working.So the best thing to do is to start saving now. Work with you to develop a new budget and investment plan to achieve your short-term and long term goals.
However, according to research by the Investment and Financial Services Association (IFSA)1, the Age Pension won't be nearly enough to fund the lifestyle we'd like when we're no longer working.So the best thing to do is to start saving now. Work with you to develop a new budget and investment plan to achieve your short-term and long term goals.
