Oakwood 3a Racecourse Road, Gosford, New South Wales 2250

Welcome to Oakwood, a leading financial institution located in Gosford, Australia. Situated on Racecourse Road, 3a, Oakwood is dedicated to providing exceptional financial services to our valued clients. As a group of committed financial advisers, our prime focus is always on you, our clients.

At Oakwood, we pride ourselves on being an independent entity, not associated with any providers of financial products. This means that our advice is unbiased and solely based on your individual needs and goals. We believe in transparency and integrity, which is why we are a Principal Member of the Financial Planning Association of Australia Limited (FPA), adhering to their Code of Ethics and Rules for Professional Conduct.

Our core business revolves around offering comprehensive financial planning solutions to our clients. With our Australian Financial Services Licence (AFS Licence No. 255231), we have the authority to provide financial advice and execute transactions on your behalf across a wide range of financial products. Rest assured that any advice or services relating to these products that you receive from your Oakwood Financial Adviser is our responsibility.

At Oakwood, we understand that every individual has unique financial needs. Whether you require assistance with investment strategies, retirement planning, wealth creation, insurance, or any other aspect of financial planning, our team of experienced and dedicated advisers are here to guide you every step of the way. We take the time to understand your financial objectives and tailor our services accordingly, ensuring that you receive personalized advice and solutions that align with your goals.

Choosing the right financial institution is crucial for your financial well-being. With Oakwood, you can trust that you are in capable hands. Our commitment to providing exceptional service, independent advice, and upholding the highest ethical standards sets us apart. Discover the difference that Oakwood can make in helping you achieve financial success. Contact us today to schedule a consultation with one of our knowledgeable advisers.