Oakleigh 81 Sydenham Road, Norwood, South Australia 5067
About the Business
Welcome to Oakleigh, an esteemed establishment located at 81 Sydenham Road in Norwood, Australia. As a prominent financial institution and a highly sought-after point of interest, Oakleigh stands as a symbol of trust, reliability, and excellence in the financial industry.
At Oakleigh, we understand the importance of financial stability and growth in today's ever-changing world. With our extensive range of financial services and expertise, we strive to empower individuals, businesses, and communities to achieve their financial goals and aspirations.
As a leading establishment in the financial sector, Oakleigh offers a comprehensive suite of financial solutions tailored to meet the unique needs of our valued clients. Whether you are an individual seeking personal financial advice, a business owner looking for strategic financial planning, or an investor interested in wealth management, our team of experienced professionals is dedicated to providing you with personalized guidance and support.
Our commitment to delivering exceptional customer service and building long-lasting relationships is at the core of everything we do. We believe in the power of collaboration and work closely with our clients to understand their specific requirements, enabling us to develop customized financial strategies that align with their objectives.
Located in the vibrant suburb of Norwood, Oakleigh offers a convenient and accessible location for our clients. Our state-of-the-art facilities provide a welcoming and comfortable environment where you can discuss your financial needs in confidence. Our team is always ready to assist you with any queries or concerns you may have, ensuring that you feel valued and supported throughout your financial journey.
Oakleigh takes pride in being a trusted institution within the Australian financial landscape. We adhere to the highest ethical standards and maintain strict confidentiality to safeguard your financial information. With our extensive industry knowledge and expertise, you can be confident that you are in capable hands when you choose Oakleigh as your financial partner.
Whether you are looking to secure your financial future, grow your wealth, or simply seeking expert financial advice, Oakleigh is here to help. Contact us today to schedule a consultation and experience the Oakleigh difference. Together, let's unlock the potential of your financial future.
Photos
Location & Phone number
81 Sydenham Road, Norwood, South Australia 5067, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have recently opened a Macquarie Wrap share fund, Managed by Oakleigh Funds In Adelaide. I was overseas at the time and all correspondence went via Jenn Vaughan the most Professional competent Brokers Aid / Office Manager i have ever dealt with. Total understanding of requirements to open accounts and documentation needed. Any queries were dealt with very promptly. The whole process went without a hitch, funds transferred swiftly. Many thanks to Jenn on her extremely high level of knowledge and competence. Warm Regards Jamie I"
"We are very grateful for being referred to Oakleigh Financial Services at this crucial time in our lives. After many years of financial advice that was (in retrospect) less than adequate, Tim and his office manager Jenn are a godsend. It is a completely different experience working with a financial advisor who comes from a background in trading/investment rather than insurance. Tim's attention to detail, depth of knowledge and experience, personal integrity and standards, communication skills, and interest and enthusiasm for the field make him perfectly suited to this role. This was the first time we felt we were really listened to and understood in terms of our priorities and goals, and the first time we felt confident that our advisor truly has our best interests at heart and really knows what they are doing. His honesty around insurances in particular has saved us so much money. The investment products offered give consideration to ethics as well as profits which we really appreciate, and the governing board is diverse and solidly experienced. Being an Oakleigh client is a joy (I am smiling as I write this review) - Tim and Jenn are very caring and personable human beings. We cannot recommend them highly enough."
"My experience with Tim over the years has been World Class in everything. We deeply appreciate the personal approach and care he puts into us as one of his many clients. We are treated exceedingly well regardless of the transaction size and he is always transparent with every interaction. At every step of the way, our investment portfolio has been tailored to our needs. Tim's fit for purpose approach guarantees we get exactly what want without the influence of hype and protects our money from unreal speculation and expectations. The latter being the most important. Tim is well versed in everything financial, he does meticulous research, understands the markets and plays the long successful game to incredible success. We are very lucky to be his clients and look forward to many years of doing business with him. The customer experience is phenomenal."
"I have been very happy with the advice Tim has provided me which has always been spot on for my needs. Jenn is a star and goes above and beyond in the service she provides. I would most definitely recommend this team."
"Tim & Jenn are a good team. Tim is open, honest and direct. Jenn is efficient and friendly. Their 18.6 Fund is based on solid principles."
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