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The Oak Financial Planning Difference
Imagine a world where you no longer have to worry about money, and you have a plan in place to achieve everything you've ever wanted. That's the Oak Financial Planning difference. We are here to help you set achievable goals and create the lifestyle you aspire to.
At Oak Financial Planning, we are committed to providing you with the highest quality financial planning services. We are the financial planning division of Oak Group Holdings, a larger framework that provides a range of professional services solutions beyond financial planning. Our broad service offering includes accounting, lending, and property sales and management services. At Oak Financial Planning, we specialise in debt consolidation, business growth, personal insurance, budget planning, investment advice, retirement planning, aged care planning, and estate planning.
Our Services
*Debt Consolidation*: We understand that managing multiple debts can be stressful. Our debt consolidation service can help you simplify your finances by combining all your debts into one easy-to-manage loan.
*Business Growth*: Our team of financial advisers can help you take your business to the next level. We work with you to create more profitable outcomes for you and your business.
*Personal Insurance*: We believe that everyone should have adequate personal insurance coverage. Our personal insurance service can help you protect yourself, your family, and your assets.
*Budget Planning*: Our budget planning service can help you take control of your finances. We'll work with you to create a budget that suits your lifestyle and helps you achieve your financial goals.
*Investment Advice*: Our investment advice service can help you grow your wealth. We'll work with you to create a customised investment plan that takes into account your financial situation, needs, and objectives.
*Retirement Planning*: It's never too early to start planning for retirement. Our retirement planning service can help you create a plan that ensures you have the income you need to enjoy your golden years.
*Aged Care Planning*: Navigating the aged care system can be complex and overwhelming. Our aged care planning service can help you make sense of it all and ensure you receive the care you need.
*Estate Planning*: Our estate planning service can help you protect your assets and ensure they are distributed according to your wishes.
Meet Our Team
Our growing team of over two dozen specialist financial service professionals reflects our commitment to investing in the best people to ensure the highest quality results. Our team includes directors, financial advisers, mortgage consultants, paraplanners, and client services associates. Each member of our team brings unique skills and expertise to the table, ensuring that we can provide you with the best possible financial planning services.
Our Core Values
At Oak, we pride ourselves on having a collaborative, versatile, hardworking, and innovative culture. We believe that these core values shine through in everything we do, from the services we provide to the way we interact with our clients. Our team is dedicated to helping you achieve your financial goals and creating a better future for you and your family.
Overall Experience with Oak Financial
The reviewers have had a largely positive experience with Oak Financial, with most of them praising the services and advisors of the company.
Positive Aspects
Advisors and Their Approach
Reviewers praised the relaxed and clear approach of advisors like Dylan, who made finance easy to understand. James, another advisor, was commended for helping clients like AussieSoulSurfer and his wife achieve their financial goals. The advisors' professionalism and willingness to update clients regularly about their investments were notable strengths.
Professional Services
Oak Financial's services were described as professional, with reviewers appreciating the regular updates they received about their investments.
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