Plan for your future with independent financial planners in Perth
Welcome to Oak Advisory, a leading independent financial advisory firm located in the heart of Perth. We specialise in providing exceptional quality financial advice tailored to the unique needs of our clients. Our experienced financial advisors are dedicated to helping you achieve your financial goals, whether you're just starting out, preparing for retirement, or looking to grow your wealth.
As one of the few financial advisory firms in Perth that are completely independent from the banks, we are able to focus solely on our clients' best interests. We do not receive any commissions, kickbacks, or other conflicted remuneration from financial product providers. This means that our clients can be assured that the advice we give is unbiased and aligned with their financial circumstances, goals, and values.
Our comprehensive range of financial planning services includes financial advice, retirement planning, superannuation advice, and investment advice. Our experienced financial advisors take a holistic approach to financial planning, considering all aspects of your financial situation, from cash flow management and debt reduction to investment strategies and risk management.
Financial Planning Services
At Oak Advisory, we understand that every client is unique. That's why we offer bespoke and independent financial advice that is tailored to your specific financial circumstances and goals. Our financial planning services include:
- Financial Advice: Our certified financial planners can help you develop a comprehensive financial plan that aligns with your values and goals. We can help you manage your cash flow, reduce debt, and build wealth.
- Retirement Planning: Our experienced retirement planners can help you prepare for the retirement you deserve. We can help you maximise your superannuation, develop an investment strategy, and manage your risk.
- Superannuation Advice: Our expert superannuation advisors can help you navigate the complex world of superannuation. We can help you choose the right superannuation fund, manage your contributions, and maximise your benefits.
- Investment Advice: Our experienced investment advisors can help you develop a customised investment strategy that aligns with your financial goals and risk tolerance. We can help you manage your portfolio and make informed investment decisions.
Why Choose Oak Advisory?
At Oak Advisory, we pride ourselves on providing exceptional quality financial advice that is tailored to our clients' unique needs. Here are some reasons why you should choose us for your financial planning needs:
- Independent and Unbiased Advice: As a completely independent financial advisory firm, we are not influenced by any financial product providers. Our advice is unbiased and aligned with your best interests.
- Experienced Financial Advisors: Our team of experienced financial advisors have a wealth of knowledge and expertise in all areas of financial planning. We can help you navigate the complex world of finance and make informed decisions.
- Customised Financial Planning: We take a holistic approach to financial planning, considering all aspects of your financial situation. Our customised financial planning services are tailored to your specific financial circumstances and goals.
- Trusted and Reliable: At Oak Advisory, we are committed to building long-term relationships with our clients based on trust and reliability. We strive to provide exceptional service and support, every step of the way.
- Ethical and Transparent: We are committed to delivering ethical and transparent financial advice. We believe in building long-term relationships with our clients based on honesty and integrity.
Independent Financial Advice
Professionalism and Expertise
The reviewers praised James Harper at Oak Advisory for his professional and complete independent financial advice. They commended him for his attention to detail, clear explanations, and unbiased advice.
Personalized Service
The reviewers appreciated the warm and friendly manner in which they were treated by James. They felt comfortable and at ease, which made the experience more enjoyable and helped them to feel confident in his advice.
Value for Money
The reviewers believed that the cost of James' services was value for money. They were pleased with the superior rates of return and better downside risk management achieved through his advice.
Independent and Unbiased
Many reviewers highlighted the importance of James' independence and lack of bias. They appreciated that he didn't receive trailing commissions and worked solely on a fee basis, ensuring that his advice was in their best interests.
Positive Experiences
The reviewers had positive experiences with James, stating that he listened to their needs, presented them with options, and provided clear and concise advice. They were happy with the service and would highly recommend James and Oak Advisory.
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