Financial planning in Melbourne since 2008
What if you never had toworry about moneyagain?
A plan for the future that lets you achieve everything you ever wanted. Book a free financial planning session with an Oak adviser today — offices in Melbourne, Kew East and Boronia, or we can come to you.
Free 1:1
goal discovery session
2008
Serving clients since
24+
Specialist professionals
1000s
Goals achieved
$100m+
Funds under management
How we can help
Eight key ways we can change your life
We won't pigeon-hole you into a group based on where you are in life. Instead we look at what you want to achieve, then give you the steps to get there.
Our advice process
Five steps to financial confidence
Financial advice should be an ongoing process adapted to each life stage — not a one-off transaction that's then forgotten.
Step 1
Initial meeting
We take the time to get to know you; to understand your specific financial needs and objectives, challenges and opportunities. Meeting with us gives you the chance to learn about the firm, our people, and what we can offer in an obligation free setting.
Step 2
Confirmation of goals
By communicating your goals to us, we can identify what you want to prioritise and what is of less importance. We agree on what work to undertake, what it will cost, and how long it may take to complete.
Step 3
Identify solutions
Using our vast resources and experience we identify solutions for each area of concern, then walk you through each recommendation. Through collaborative discussion we agree upon the right steps to your financial security.
Step 4
Implementation
Once we agree on a strategy, we roll up our sleeves and implement your financial plan. We guide you through the maze of administration, products, paperwork and compliance — every step of the way.
Step 5
Ongoing analysis
After your initial plan is in place we monitor results and analyse your position on an ongoing basis, so you don't miss future opportunities and your strategy stays appropriate and optimal.
Our vision
Client relationships built to last a lifetime
Oak Financial Planning aims to be every client's trusted financial adviser. That takes a love of working with people, strong technical ability, and an incisive understanding of each client's individual goals. We strive to always provide an exceptional service.
- Collaboration
- Honesty
- Progressiveness
- Ambition
- Agility
Our broad service offering
Oak Financial Planning is the financial planning division of the wider Oak Group Holdings framework, which provides accounting, lending, and property sales and management services to clients across Melbourne.
Discover your goals with a 1:1 goal discovery session
Book your free financial planning session today. We've got offices in Melbourne, Kew East and Boronia — or we can come to you.
Book your free session