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OakWealth
01, 313 Canterbury Road, Canterbury, Victoria, Australia
About OakWealth
Welcome to OakWealth, a leading institution located in Canterbury, Australia. As a renowned accounting, establishment, finance, and point of interest, OakWealth takes pride in its high ethical and professional standards, which have earned us the prestigious FPA Professional Practice designation.
At OakWealth, we are committed to providing premium financial planning services that cater to a wide range of advice areas. Our team of experts believes that true wealth creation should not be a gamble. That's why we conduct thorough research and develop personalized investment plans that will fast track you towards your goals without unnecessary risks.
We understand that effective and integrated financial strategies play a crucial role in creating long-term wealth. That's why we offer an in-house team of accounting and tax experts who work in harmony with our financial planners to ensure a comprehensive approach to your financial well-being.
Retirement is a phase of life that no one wants to approach with uncertainty. At OakWealth, we formulate retirement plans that allow you to achieve your goals while ensuring your savings last the distance. We also specialize in utilizing the superannuation structure as a tax-effective long-term investment vehicle, guiding you on how to make it work effectively for you.
Estate planning is an essential aspect of securing your legacy. We work closely with a trusted network of specialist estate planning lawyers to develop a comprehensive estate plan that protects your assets and ensures your wishes are fulfilled.
With a breadth of expertise in various practice areas, OakWealth offers a range of services designed to meet your specific needs. Our dedicated team, including our co-founders, accountants, associate advisers, paraplanners, mortgage brokers, and estate planning specialists, is committed to providing you with friendly and professional service that makes you feel comfortable and confident in your financial decisions.
Yihsing, one of our experienced financial planners, has been helping hundreds of clients on their wealth journey for over two decades. His extensive experience ensures that you are in safe hands. Hwan San, another member of our team, brings a wealth of knowledge and expertise gained from managing the financial performance of large corporations.
At OakWealth, we believe in building trust and creating a positive experience for our clients. Our commitment to being friendly and professional sets us apart, and we have received genuine and helpful feedback from our clients who appreciate our approach.
We offer an efficient and highly professional service that caters to all aspects of financial planning. Our team understands and respects each individual's needs and aspirations, creating an atmosphere of understanding and support throughout your financial journey.
Don't just take our word for it - our clients have expressed their satisfaction with our services. Many have retired comfortably thanks to our financial management, and we have received recommendations from clients who have received sound advice on all matters.
To make our services accessible, we offer virtual meeting options via platforms like Zoom, Microsoft Teams, or GoToMeeting, in addition to in-person meetings at locations in the Melbourne CBD, Mount Waverley, and Southbank.
OakWealth is proud to be an FPA Professional Practice, and we operate as an authorized representative of Consultum Financial Advisers Pty Ltd (AFSL 230323).
Stay updated with the latest market trends and insights through OakWealth Newsflash, where we provide information on market volatility and outlook.
Are you ready to embark on your journey to wealth and abundance? Contact OakWealth today and let us guide you towards a secure financial future.
Photos of OakWealth
Suite G/01, 313 Canterbury Rd, Canterbury VIC 3126, Australia
Opening hours of OakWealth
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of OakWealth
"Grateful to have our financial management strategy in place. We are probably the norm in that wealth management is not at the forefront of our minds (thanks to kids and busy careers)! Yih Sing and his team have walked us through our options, and guided, coached and followed up to ensure we don’t lose sight of our longer term objectives. As the kids grow up, I know we will be more active in managing our wealth but in the mean time, it’s incredibly reassuring to know that we have a skilled team keeping tabs and making that facet of our lives a priority."
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