Our difference
Advice that adapts to your life, not a one-off transaction
A love of working with people, strong technical ability and an incisive understanding of each client's individual goals.
Our mission
To open the doors to financial advice for all aspirational Australians.
Our team
Our team work closely with you to uncover your goals, create a plan to achieve them, and coach you along the way.
Our vision
Oak Financial Planning aims to foster client relationships for life. Financial advice should be an ongoing process adapted to each person's life stage, not a one-off transactional engagement which is then forgotten. Our vision is to be every client's trusted financial adviser.
Our culture
Oak prides itself on a collaborative, versatile, hard working and innovative culture, and we believe this shines through in our customer service. Expect the utmost professional service, fast response times and a friendly attitude. We recognise and reward staff frequently, and we train and develop recruits to create a knowledgeable, collaborative environment.
Our advice process
How we work with you
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.
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.
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.
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.
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 core values
What we hold ourselves to
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