Oak Financial is a holistic wealth management firm that is goal driven and client focused. We help guide people through financial decisions at all stages of their lives to help them reach their upmost potential. By providing our clients with their options we help minimise potential risks and support our clients to accomplish their own financial freedom.
- The services I provide are:
I work with my clients to create a long term plan that takes into account their whole financial picture including their goals, lifestyle aspirations and the potential for life's misfortunes. This often includes advice around Investment planning, Superannuation, Personal insurance, Debt Management and Cash Flow, Retirement planning and Estate Planning. We help set realistic expectations and break down the bigger picture into shorter term achievable goals.
- How I can help Fresh members:
Working with individuals and families I often see how not having a financial plan in place can affect day to day living. A financial plan can give families peace of mind to go about their lives without the constant worry of their short and long term finances. Whether its your family, friends or even yourself we're always here to help set up your future the best way possible.
- The main business categories in my network are:
Accountants, Mortgage brokers and Lawyers.
- My target market is:
Your friends and family, the small businesses and people you care about most.